Tag: Eurozone

Davos – Profiting from the Asinine

Davos  (?dæv?s) — n. Romansch name: Tarau.  A mountain resort town in Switzerland. Let’s consult the CapitalistExploits.com Dictionary for a better definition: Davos – n. A mountain resort town in Switzerland. It is best known as a place invaded annually by an assortment of the world’s most arrogant power brokers,

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Don’t Go Getting Cute with Giant Moves

Most readers will by now be well aware of the cliff that the precious metals stepped off last week. I’ve got a few thoughts related to this. When looking rationally at our private equity portfolio of companies we are funding via PP’s, or in fact any unlisted and illiquid investments,

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