Archives for June, 2014

How to Die in Dignity Without Leaving Your Spouse to Starve

We’d all been waiting for the big day, but the chapel the ceremony took place in was very small—just a room with Christian symbols and a few chairs. My wife Jo’s father was waiting for us in his hospital bed, grinning from ear to ear. Despite the feeding tube, he still managed to devour a […]

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Be Afraid, Be Very Afraid: The “Nuclear Solution” to Underfunded Public Pensions

With few exceptions, state and local pension funds are woefully underfunded. Five heavily populated states—California, Illinois, Ohio, New Jersey, and Texas—collectively lack $431.5 billion; money that won’t be paid out to hopeful pensioners. That’s according to those states’ own accounts published in a 2012 Harvard University study that was led by former Assistant Treasury Secretary […]

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Be Afraid, Be Very Afraid: The “Nuclear Solution” to Underfunded Public Pensions

With few exceptions, state and local pension funds are woefully underfunded. Five heavily populated states—California, Illinois, Ohio, New Jersey, and Texas—collectively lack $431.5 billion; money that won’t be paid out to hopeful pensioners. That’s according to those states’ own accounts published in a 2012 Harvard University study that was led by former Assistant Treasury Secretary […]

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Outside the Box: Breakfast with Dave

  David Rosenberg and I have been friends and colleagues for years, but he never ceases to amaze me. I mean, a 10- to 15-page letter covering every significant development in global markets, delivered to clients’ mailboxes every single morning of the work week?! Breakfast with Dave is legendary in our business. Rosie’s presentation at […]

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Outside the Box: Breakfast with Dave

  David Rosenberg and I have been friends and colleagues for years, but he never ceases to amaze me. I mean, a 10- to 15-page letter covering every significant development in global markets, delivered to clients’ mailboxes every single morning of the work week?! Breakfast with Dave is legendary in our business. Rosie’s presentation at […]

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Mining and Environment—Facts vs. Fear

“I would NEVER invest in a mining company—they destroy land, pollute our water and air, and wreck the habitat of plants and animals.” These were the points made to me by a woman at a social gathering after I told her what I do for living. She prided herself on her moral high ground and […]

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Mining and Environment—Facts vs. Fear

“I would NEVER invest in a mining company—they destroy land, pollute our water and air, and wreck the habitat of plants and animals.” These were the points made to me by a woman at a social gathering after I told her what I do for living. She prided herself on her moral high ground and […]

Read the rest of this entry »

Mining & Environment—Facts vs. Fear

“I would NEVER invest in a mining company—they destroy land, pollute our water and air, and wreck the habitat of plants and animals.” These were the points made to me by a woman at a social gathering after I told her what I do for living. She prided herself on her moral high ground and […]

Read the rest of this entry »

Mining & Environment—Facts vs. Fear

“I would NEVER invest in a mining company—they destroy land, pollute our water and air, and wreck the habitat of plants and animals.” These were the points made to me by a woman at a social gathering after I told her what I do for living. She prided herself on her moral high ground and […]

Read the rest of this entry »

Thoughts from the Frontline: Looking at the Middle Kingdom with Fresh Eyes

  I am writing this introductory note from London during a layover on my way to Rome, and I’ll append a personal ending tonight after I finally make my way back from dinner to the hotel. One of the few consensus ideas that I took away from the Strategic Investment Conference is that China has […]

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