Capitalist Exploits

I cracked a rib a week ago. Don’t ask. Every time I breathe deeply, turn my body or laugh I am reminded that a tiny portion of my body, namely my damned rib, is involved in the process. It got...

As mentioned in my writing on the Singapore dollar, the most dangerous thing in finance is the “thing” that never moves. This stability creates an illusion of control around which many...

We are repeatedly reminded by many so-called “experts” that the stock market is in a bubble, and that when central bank quantitative easing programs end stock markets will...

With over $900 billion invested into bond funds by mom-and-pop investors since the global financial crisis, the great law of unintended consequence is gearing up to rear its ugly head. Once again,...

Nowadays France is better known as the country which has managed to take incomprehensible, anti-growth, anti-sanity, bureaucratic policies, layer them on top of existing, mind-numbing socialist...

I recently had a conversation with a colleague wherein I told him that I was starting to look away from “tech startups” and instead at undervalued assets like natural resources, preferably...

Early in 2012 I noted how cheap Royal Dutch Shell (NYSE:RDSa) appeared. Certainly the stock looked cheap, though when trading options I need more than just a cheap stock. Importantly, in this instance...

Our friend and colleague Harris Kupperman recently wrote an article about Kashagan and the massive delays being enjoyed by this particular project. The problem is that Kashagan is a poster child for...

Thousands, I tell you. Hail Mary, save us from the terror.With the requisite large italicized bold font and collage of tearful family beside a smoking wreck of a home, designed to strike fear into the...

Our friends at Pathfinder Capital have created an excellent report on frontier markets. These guys live and breath the frontier, putting boots on the ground where most of us wouldn’t care to...