Tag: Portugal

S”pain”… Still More to Come

  Spain. For those who may not be aware, Spain is a country which enjoyed one of the largest real estate manias in living memory. It continues to find itself mired in economic, political and subsequent social stresses. By the way, if you are not already a subscriber to one

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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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