Secrets to Managing the Bulge     My earliest recollection of economic sanctions was in 1984 … during apartheid years. The Anglo-American hegemony imposed economic sanctions on a wealthy South Africa. One effect was to prevent South African Airways from fly...

Who is John Galt?     What is a family wealth investor going to do in this environment?   How cool is this Sci-Fi plot? In the year 2044, the world is gripped by an energy crisis and global warming, causing widespread social problems and economic stagn...

How to Grow and Protect Family Wealth     Nobody told me about the Peanut Shells on the floor! You’d think a place like this would have clean floors? But settle in for a few ‘Slings’ and you will find yourself absorbed into the atmosphere, fantasizing about...

3 Strange Clandestine Operations     The Third Rail   During the ‘Death Throws” of Apartheid in South Africa in the early 90s a common term came about – Third Force or Third Rail. A seemingly invisible violent faction emerged during political pro...

10 Most Popular Private Investment Strategies for 2017     We recently undertook a survey to determine the private investment strategies most likely to attract allocations over the next 12-months. Here are the results and our commentary. — With respec...

Brexit blah blah blah … what’s next?     Family office wealth – what effect Brexit? No doubt your inbox has been hit with a plethora of emails with that title. I’m sure they are good and insightful. This note seeks to take a slightly different tact as...

What Strange Lessons We Can Learn From Money Monster     I just saw the movie. I won’t give it away, you should see it … its good! Two items from the movie got me thinking: Corporate Socialism   Clooney’s character Lee Gates (a spoof on Jim Kramer) tri...

Why Millennials Have No Right to Complain     Millennials have access to investing information, the best financial blogs, we could only have dreamed about! In 1992 I took a gap year from University. I traveled all over Europe and the Middle East while makin...

2 Reasons Why the Odds are Stacked Against the Fed     We continue to hew to our favorite scenario of a market downturn in the intermediate future …   In 2 Painstaking Reasons the Market can expect a Midlife Crisis we show how total business sales have...

2 Painstaking Reasons the Market can expect a Midlife Crisis     Could the markets be facing a stock market crisis? In our last market note (How to Unleash a Dragon) we commented that a rally in March was expected given the degree of selling in January and ...