Readings/content links include the Scottish Oriental Smaller Companies Trust annual report, Duncan MacInnes on the case for cash, Platinum’s Asia ex-Japan market update, Michael Sonnenfeldt on the two per cent solution and Reuters on the US seeking to develop a domestic uranium strategy. Scottish Oriental Smaller Companies Trust: Annual report for year ended Aug 31, […]

Readings/content links include Jens Nordvig on asset ownership vs asset management, Nikkei Asia on the challenges of restarting nuclear reactors in Japan, a photo essay on inflation in Argentina, a conversation with Stanley Druckenmiller at CNBC’s Delivering Alpha conference, the World Gold Council’s initiative to digitize the gold market and an interview with Eric Yuan […]

Readings/content links include VEF’s write-up on the Indian gold lending market and their investment in Rupeek, McKinsey Quarterly’s interview with Bill Gurley, a webinar on voluntary carbon offsets and their potential role in investment portfolios, a conversation with Mark Edleson on his journey co-founding Alila Hotels and Resorts and Andrew Clifford’s macro overview. VEF: Rupeek […]

Readings/content links include Jonathan Ruffer’s latest investment review, a Platinum Asset Management webinar on the market environment and current positioning, GMO’s quarterly letter, Pangolin Asia Fund’s September newsletter, David Novak’s interview with Stanley Druckenmiller and Thomas DeLong and Rawi Abdelal on the origins of our discontent. Jonathan Ruffer: Investment review (October 2022). Platinum Asset Management: […]