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...

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...
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...

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...