The Debt that Emerging Markets Bear

  Me: The world owes over US $ 247 Trillion. Also me: Whom do we owe it to – The Decepticons? Yeah, that’s an old joke repackaged with new figures, but the figures are real, or an estimated real as no one knows exactly how much debt is floating around.  Accordin...

Are Hedge Fund Managers the Dinosaurs of the Cryptocurrency Era?

  1636 was a very good year, and 1637 was a very bad year.   The world experienced Tulipmanie, or infamously remembered as the Dutch Tulip Mania. At the height of the bubble, a single stem Sempres tulip was exchanged for 12 acres of land! But by February 16...

7 Ways Satellites Are Impacting Investments

  “Ipsa scientia potestas est” said one great thinker, which translated, meant in knowledge itself is power. In today’s global quest for power, everyone is looking into the sky for the answer. And no, it’s not blue sky thinking, but satellites. While we have the...
Why

Why Hedge Funds Are Betting on the Dollar

  It was neigh on ten years ago, the world was just about half way through the ‘Great Recession’ and I was sending out a newsletter wondering how much lower the Dollar could plunge. The Euro/USD pairing was touching 1.50 at one point. How the times have changed!...

Bulls, Bears, and Bowties: The Strong Dollar

    In this episode of Bulls, Bears, and Bowties, hosts Greg Silberman and David Crook will discuss international currency markets, the strong dollar, and the implications for emerging markets such as Turkey and South Africa.   Watch this episode to le...