Slowly but surely, one by one, traditional secrecy jurisdictions like Panama, Cayman Islands, and British Virgin Islands have succumbed to international criticism regarding the anonymity that the...
Read moreI thought Ambien would help me sleep. Instead I urinated all over my computer. I spoke with pirates. I rode my mattress like a flying carpet having an air race with my imaginary friends. Those...
Read moreAs a macro investment shop our focus is on the big picture. We look for the themes that will shape markets and often history. We all know the Middle East is unstable, we all know the U.S...
Read moreI’m compelled after receiving so many phone calls yesterday from clients and friends to write what I believe may be my most important post. Markets globally plummeted yesterday. Some of you...
Read moreIt’s hard not to be excited about the fall in copper prices today, over 5% and dropping as I write. Take a look at the...
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