Without sifting through the rotting underbelly of the political machine to determine the real reasons why the US and the UK need to go to war in Syria, I’d like to look at what the coming war means for real money. Yes, the shiny stuff. There are a few common
James Rickards, the author of the book Currency Wars tells a short story along the following lines: you’re sitting in a movie theatre and a couple of people get up and leave. Nobody takes much notice, now a half a dozen people all get up and leave at the same
Far from the maddening crowds, Mark and I sit here on the edge of a primitive rainforest, overlooking a coral reef thousands of miles from the nearest industrialized continent. Not a bad spot to ponder life, our investments, and of course our personal projects, one of which is the reason
I woke this morning to gale force winds and sideways rain slapping my bedroom window. Yuk I thought, as I crawled out of bed to check the markets, the same way I start every week day. What I could not have known was the shock and awe about to greet
In a past life, while still in the clutches of the investment banking world, I’d made a few friends in the “trading fraternity” and visited them on a regular basis for work and social reasons. When it came to markets, opinions varied little within the group. Traders were unanimously bullish
We ended the last post (the first part of a discussion with Harris Kupperman – “Kuppy”) discussing Mongolia and then Cambodia. In this discussion Harris and I moved on to the state of the world economy, and Japan in particular. ——- Chris: We’re living in a very unique investing environment
Firstly the good news…I contained myself from throttling a mindless bureaucrat at the Thai embassy in Vientiane…just! 7 hours of queues (yeah you read that right, 7 freaking hours)…with kids in tow! I relish this with the same enthusiasm I typically reserve for chronic constipation. Combine the already tedious, non-sensical,
There is a late night sports show in Australia and New Zealand which I’ve watched only once or twice. It’s called “Crowd Goes Wild.” They have this segment they run where they usually show a rather spectacular rugby collision or tackle. It’s very aptly termed, “smashed em bro.” The equities
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