Investment

October 9, 2017

Imagination To Avoid a Dystopian Future

Since I last wrote, we have had biblical floods and weather events, on the surface the Korean Peninsula […]
August 22, 2017

Eclipse, Revolution and Renaissance

Synopsis: In our last note on 8th August I suggested that a sharp correction in markets might be […]
August 8, 2017

Winter Is Coming II

Last week in a piece focused on investment but inspired by Game of Thrones, we suggested that “Winter […]
July 27, 2017

Winter is Coming – Just Not Yet (I)

Recently I visited Dubrovnik, Croatia, for the first time. Aside from the beautiful vistas and being the birthplace […]
July 23, 2017

Looking Back from 2025

I recently found the script of a talk I did in December 2015 called Looking Back from 2025: The […]
July 7, 2017

Moonlight Reflections

Its nearly full moon as I start to write this newsletter and the powerful and enchanting moonlight spills […]
July 2, 2017

“Tectonic Shift” in China-US relationship

“Life is good in impeccably sunny Rome. The eternal city is still something else, and the enviable dolce […]
June 26, 2017

The Inevitable

I am sitting at Incheon Airport Seoul, exhausted but excited to be hitting the road again and checking […]
June 25, 2017

Visions of a VC

In a wide ranging interview, Benjamin J Butler and Adam Lindemann touch on the rationale for being an […]
June 19, 2017

Moments of Zen: Investments & Trends

I spent the last few weeks in a Zen temple in the Korean mountains. Sometimes its good to […]

Welcome

Don’t have an account? Sign up

Register For This Site

Registration confirmation will be e-mailed to you.