Brexit blah blah blah … what’s next?
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...
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What Strange Lessons We Can Learn From Money Monster
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...
How I found Gold in White Water Rapids
How I found Gold in White Water Rapids Are we in a Gold Stock Bull Market? The question of Gold as an investment intrigues me! Nobody it seems is ambivalent to the shiny yellow metal. Either you Hate it! In which case you may be in the camp of a barbarous reli...
Why I Love Christmas In My Bathing Suit
Why I Love Christmas In My Bathing Suit North Bondi surf-club life-savers put up their Christmas decorations at Bondi Beach – a private equity real estate haven … I lived in the suburb of Bondi Beach, Sydney Australia in the early O’s. What a gorg...
How to Find Killer Stocks Amongst the Carnage
How to Find Killer Stocks Amongst the Carnage We were running Opium between seven Asian Ports in our stock market game and business was GOOD! Hong Kong was our home base, Shanghai, Nagasaki, Saigon, Manila, Singapore, and Batavia (Batavia is the old Dutch name for pr...
Mr. Market Reveals His Secrets In 2015
Mr. Market Reveals His Secrets In 2015 What the difference between stocks and bonds are telling us about the economy in 2015? “Luminous beings are we…not this crude matter.” – Yoda Just how rare is it for both stocks and bonds to be down on...
6th Grade Lessons for Predicting Markets
6th Grade Lessons for Predicting Markets Disregarding the fact that we were gambling without adult supervision at age 12, we were learning the art of PROBABILITY ASSESSMENT. A few years ago I had the good fortune of lunching with Jack Shwager of ...
A Painstaking Move for 30-Yr Interest Rates Ahead
A Painstaking Move for 30-Yr Interest Rates Ahead Higher interest rates may be ahead still within the context of a secular bull market in bonds. “Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recov...