In late 2011 I started shorting the Japanese Yen. I spoke about it here, here and again here. I even tried to employ my skills in evaluating private equity deals to evaluating Japan. I was coming up empty. I’ve employed a basic position of long the USD/JPY cross, long XAU/JPY
Strong macro-economic trends are typically like ocean liners or overfed pigs in feed lots. They turn slowly and with difficulty. I recently discussed Mongolia, comparing it with another resource rich country in Africa in a post entitled Congolia. Therein I re-stated our bullish stance. The country has some very strong
Yesterday was a BAD day! Trouble came first thing in the morning when my children woke me at half-past-dark. Taddy was dead. Likely killed by a neighborhood cat. Taddy is, err, was my daughters pet tadpole. He lived in a bucket near the back door and was fed and talked
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