Archives for May, 2014

The Rise of Africa… and How To Play It

Sub-Saharan Africa (SSA). Say the words and most people think of poverty… famine… epidemics… political strife… sectarian violence. Yet, just recently, Microsoft announced a new investment on the continent, calling Africa a “game changer in the global economy.” So what gives? Game Changer? For starters, we concede SSA faces challenges… relatively low per-capita GDP, relatively […]

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The Rise of Africa… and How To Play It

Sub-Saharan Africa (SSA). Say the words and most people think of poverty… famine… epidemics… political strife… sectarian violence. Yet, just recently, Microsoft announced a new investment on the continent, calling Africa a “game changer in the global economy.” So what gives? Game Changer? For starters, we concede SSA faces challenges… relatively low per-capita GDP, relatively […]

Read the rest of this entry »

The Colder War and the End of the Petrodollar

The mainstream media are falling over themselves talking about Russia’s just-signed “Holy Grail” gas deal with China, which is expected to be worth more than $400 billion. But here’s what I think the real news is… and nobody’s talking about it—until now, that is. China’s President Xi Jinping has publicly stated that it’s time for […]

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The Colder War and the End of the Petrodollar

The mainstream media are falling over themselves talking about Russia’s just-signed “Holy Grail” gas deal with China, which is expected to be worth more than $400 billion. But here’s what I think the real news is… and nobody’s talking about it—until now, that is. China’s President Xi Jinping has publicly stated that it’s time for […]

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Things That Make You Go Hmmm: The Underpants Gnomes

  This week’s TTMYGH will be a little shorter than usual (“Thank heavens!” I hear you cry) owing to my presence at the Strategic Investment Conference 2014 this past week and the travel time to and fro. Due to the hectic schedule and the fact that there were so many interesting people in attendance, I […]

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Things That Make You Go Hmmm: The Underpants Gnomes

  This week’s TTMYGH will be a little shorter than usual (“Thank heavens!” I hear you cry) owing to my presence at the Strategic Investment Conference 2014 this past week and the travel time to and fro. Due to the hectic schedule and the fact that there were so many interesting people in attendance, I […]

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You Can’t Shoot Fish in a Barrel Without Ammunition

FOMO. I heard this acronym on a podcast last week. Having no clue what it meant, I consulted Google. Turns out it stands for “Fear of Missing Out.” Kids use it to describe their anxiety about missing a social event that all of their friends are attending. It struck me that investors experience FOMO too. […]

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Is It Time to Hide Your Money Under the Mattress?

“I don’t know what to do,” said my good friend Rob after inviting my wife Jo and me to dinner for the third time in two weeks. “I know I should do something. Every time I think about it, it scares the hell out of me! Maybe I should just hide everything under the mattress.” […]

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Thoughts from the Frontline: A Bubble In Complacency

  Notes from SIC 2014 I and many others are still trying to digest the massive amount of useful and original information that was offered at last week’s Strategic Investment Conference. In this week’s letter I want to recap some of what I learned but do so in a little different manner. I find it […]

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Thoughts from the Frontline: A Bubble In Complacency

  Notes from SIC 2014 I and many others are still trying to digest the massive amount of useful and original information that was offered at last week’s Strategic Investment Conference. In this week’s letter I want to recap some of what I learned but do so in a little different manner. I find it […]

Read the rest of this entry »

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