A Forecast For the Next Decade

In this post we examine the social and economic trends shaping the the next decade or even century. Buckle up, because this one is going to get bumpy.

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One More Reason To Go East

Thousands of listed companies are being told to get woke, or else. Nasdaq is yet another player in an ever growing list of Western Corporates to cave to the new religion… increasing the appetite for capital to go East, where it is treated better.

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Billionaires Piling into A Simple Trade

John Malone is the latest high profile investor to enter into agriculture, a sector which has been historically difficult to predict, but which now presents a mother of an asymmetric opportunity. We take you through our thesis, and discuss how to invest for higher food prices.

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A Rebuttal to Klaus Schwab’s Article on the Covid-19 Crisis

Thought for the day: Totalitarians never view themselves as totalitarian. Utopians believe fervently that what they are forcing upon others is for their own good. Such is the content of this article. If you’ve not heard of the World Economic Forum, I’d urge you to pay extremely close attention because

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Decentralized Finance – An Overview

Imagine a world where you can loan money, access credit markets, trade both financial and non-financial assets, margin trade or even invest in a managed fund, all without financial institutions acting as intermediaries. Instantly and globally. How? Through Decentralised Finance.

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