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...

  Once upon a time, there was a land of great promise. This promised land rewards hard work and enterprise with gold while penalizes the weak with taxes and cost of living. This promised land is the United State of America. And true to its founding principles, i...

London, a regular on the world’s most expensive city list, is going through the doldrums. All in three parts: New taxation rules that have seen Stamp duty increase while at the same time mortgage interest relief has been rescinded. The notorious Brexit effect – whose...

Recently there has been talk of the emergence of smarter ways to capture beta in African markets, the major ones in question being Egypt, Nigeria, and South Africa. Here’s our take on the three largest forces we see disrupting markets in Africa for the better over th...

#GapYear1992 Its 2.4 miles from Hampstead Village to Golder’s Green in London. A 12 minute drive thru narrow, winding roads during non-peak hours. We did it in 6! At 2am in the morning. To the ear splitting music of “Under the Bridge” by the Red Hot Chili Peppers I h...

Why Gratitude Leads Down the Road to Riches     “Everybody has a plan until they get punched in the mouth.” —Mike Tyson   Soweto is a township in Johannesburg, South Africa that borders the city’s mining belt to the south. Its name is...

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...

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 ...

Bear Market Investing Strategies to Unleash a Dragon   Read about how our strategy shifted to one of capital preservation using bear market investing strategies versus capital growth. Mounting macro headwinds that, in our estimation, shifted probabilities toward...