Uranium, Not So Radioactive Anymore!

  50, 150, and 300 – Number of civilian nuclear power plants under construction, on order, and planned, respectively, which according to the World Nuclear Association are going to be looking for long-term Uranium contracts these coming decades. The bulk of these...

A Silver Lining in Our Futures

  Steuern! I always liked that word, it seems to exude a no nonsense seriousness. It’s a German verb meaning Control, or to be in control of, something that seems to have been singularly lacking in the markets these last few days.   What an exciting month? ...

Cannabis and the Next Big Bubble

  CBD, a three-letter word that has slowly been creeping into our visionary space. Yet, just like Bitcoin, it is an elusive money-making machine. To the converted, it is a miracle drug that fits a very tight space between a rock and a hard place. It is legal, ac...

Western Medicine by Eastern Wealth: Chinese VCs Invest in US Healthcare Startups

Back in the late 80s I remember reading an article, a puff piece really, glorifying universal healthcare in China. It mentioned barefoot doctors in every village working for the poor and not for profit, the beautiful synergy between western medicine (bad) and ancient...

The Asian Pivot: Equity Managers Look to Asia Even as Markets Plunge

  I had some Chinese last night and my local takeaway hero gave us some fortune cookies to go with it. My wisdom-in-a-biscuit read “The Chinese use two brush strokes to write the word ‘crisis.’ One brush stroke stands for danger; the other for opportunity.” This...