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,
I tend to hang out with positive people as invariably they make me feel good, whether it be guys that are capitalists like me, entrepreneurs building businesses or people that appreciate similar things in life to me such as fitness and sports they’re all positive people. I made a pledge
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