If Evel Knievel Were a Banker
“Mind the gap” was a phrase first used on the London Underground to warn metro rail passengers to be cautious of the space between the station...
Internal pressures in the US threaten privacy for all
Slowly but surely, one by one, traditional secrecy jurisdictions like Panama, Cayman Islands, and British Virgin Islands have succumbed to...
What I did while on Ambien
I 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...
They Will Hunt You
As 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...
Discipline, Meditation, and Psychic Powers
I’m compelled after receiving so many phone calls yesterday from clients and friends to write what I believe may be my most important...
Take that copper!
It’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...