Cybersecurity and the World of Tomorrow

  Once upon a time in 1948, a country was born. The birth of this country wasn’t an easy one and is still fraught with challenges from her neighbors. This country is Israel. However, given her relatively short history, this country has proved to be a tough cooki...

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...

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!...