7 Unusual Lessons from 20 Years of Investment Failures

7 Unusual Lessons from 20 Years of Investment Failures

Part I In this 3-part series I detail 7 expensive lessons I paid for at the University of Wall Street. I use my investment  due diligence process as a narrative and have altered the names, dates and places to protect the innocent (and not so innocent). So here goes:   Lesson #1: A great investment is as rare as a vein of Gold!   Just how […]

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2 Reasons Trumpanomics Will Not Deliver

2 Reasons Trumpanomics Will Not Deliver

  Who knew? Curt Cobain was a prophet. {Many people most likely.} Turns out the above quote is a hoax. But this Tweet by the President-elect  was not:   “I’m saying that the Tea Party, perhaps by another name, will soon have another big moment – and will be a major factor in victory!” Donald Trump, February 24th, 2013   Or this one:   “Republicans […]

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Secrets to Managing the Bulge

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 flying over airspace of numerous African countries. Instead SAA would have to fly west out to the Atlantic Ocean and land on a cockroach infested volcanic rock in the Canary Island’s called […]

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Who is John Galt?

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 stagnation. The primary escape for most people is a virtual universe called the OASIS, which is accessed with a visor and haptic gloves. It functions both […]

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How to Grow and Protect Family Wealth

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 colonial adventures in South East Asia. Malayan plantation life in the 1920s. Oriental carpet on tiled floors and traditional stained cane and rattan furniture. Charming timber staircases […]

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10 Most Popular Private Investment Strategies for 2017

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. — The response to our survey was overwhelming and it took me some time to collate. While I’m no statistician it is worth mentioning the methodology I employed. The survey went out to over 100 allocators of capital […]

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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 we explore a hypothetical client conversation. Q: Were you surprised by the outcome of Brexit? A: We had been saying for months that the market structure […]

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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) tries a form of cumbersome crowd sourced investing to juice a stock higher. He asks his millions upon millions of viewers to buy a small amount of one company, […]

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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 relic. Or you Love it? In which case you may be a crackpot doomsayer preparing for War against the government. Is there […]

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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 gorgeous place! The Beach, the Coffee, the People – All beautiful. Good on Ya Mate! The size and price of property? Yikes – not so much!   In our […]

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