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...

Crouching Trump, Hidden Dragon

  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...

Buy! Bye! BYE! Real Estate in the World’s Most Expensive City

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parts: New taxation rules that have seen Stamp duty increase while at the same time mortgage interest relief has been rescinded.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...

What is the Best Strategy for Investing in Egypt, Nigeria, and South Africa?

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...

How to Avoid a Fund Blow Up

#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...

The Incredible Wakanda Blockchain

It’s the wealthiest kingdom in Africa! At the northern end of Lake Turkana. The point where Ethiopia, South Sudan, Uganda, and Kenya meet. This kingdom has remained in isolation for centuries. And is considered the most technologically advanced nation on the planet. ...

One Principal that Compels us to War

One Principal that Compels us to War Do they even teach the Monroe Doctrine in schools anymore?   The Monroe Doctrine began as a United States policy of opposing European colonialism in 1823. It stated that further efforts by European nations to take control of ...

3 Tips for a Successful Distressed Energy Investment

3 Tips for a Successful Distressed Energy Investment     There is a tide in the affairs of men. Which, taken at the flood, leads on to fortune; Omitted, all the voyage of their life Is bound in shallows and in miseries. On such a full sea are we now afloat,...

One Audacious Move that Set Me Up for Success

One Audacious Move that Set Me Up for Success     It was the biggest career risk I had EVER taken!   2004 I was convinced we had entered the Chinese Century and a Resource Boom of note was about to ensue … I took a MAD plunge. I moved my young family a...