Hello, and welcome back! Both of these beauties come from your fellow member Michael. In This Week’s Musings: One of the biggest lessons from The Big Short Japan: the big long Cobalt: testing my resolve Contrarian signs: Monopoly “The Block” Australia: collapsing real estate sales volumes The quiet riot: the

Hello, and welcome back! Is This It? We’ll cover that but first… From fellow member Dean, an Ozark sunset. Fairytale stuff. But not to be outdone by a yank member Philip snapped this beauty. Looking down the Danube in  Bratislava. In This Week’s Musings: Japan: a 27-year trendless nightmare Australian

Hello, and welcome back! You lucky bugger! From subscriber Chris: On top of Haleakalā in Maui. This Week’s Musings and Observations IMF backing South Africa… and you thought they were the good guys Unintended consequences of tariffs Let us not overlook Japan The great illusionist, delusionist, or dreamer? Portfolio change: Selling

Hello, and welcome back! You lucky bugger! From subscriber Chris: on top of Haleakalā in Maui. This Week’s Musings and Observations Australian housing: OMG Mercedes brings a gun to the knife fight with Tesla More consolidation in offshore drilling. Too much optimism out there? No! Agricultural production collapses in SA, oil

Why WeWork is the Pets.com of venture capital, how South Africa is fast turning into Venezuela 2.0, and more.

Hello, and welcome back! I’m terribly disappointed this week. Know why? Normally I get at least one sunset photo. This week. None! So instead I took the liberty of obtaining a photo of the Tesla Board of Directors attempting to get their CEO, Elon Musk, the f@#k off Twitter. Next

Hello, and welcome back! My beach this evening. Don’t forget to send your shots to me. And this one from a few days prior. The body hurtling through the air? My son. At least it’s on the beach. His current passion: parkour. Which incidentally, if you’d like some heartburn, a simple