Readings/content links include Jonathan Ruffer’s Q1 investment review, Russell Napier on financial repression and funding a green revolution, Nikkei Asia on Warren Buffett’s intention to add to his investments in Japan, Ben Nelson on the future of higher education and CGTN Europe’s conversation with Tim Clissold. Jonathan Ruffer: Q1 2023 investment review. Citywire: Financial repression […]

Readings/content links include an American journalist’s TSMC visit, John Hempton on AT1 bonds, a conversation with Hugh Dyus from the Navis Jockey Fund, Greg Miller on how the push to decarbonize shipping slowed tanker building to a trickle and IC’s interview with Joel Greenblatt. Wired: I saw the face of god in a semiconductor factory. […]

Readings/content links include Jokowi’s call to abandon foreign payment networks like MasterCard and Visa, Hosking Partners’ capital cycle analysis of the copper industry, Platinum Asset Management on energy transition opportunities, CNA’s interview with James Morton and Partners Capital & SMU on the Asia opportunity set. Asia News Network: Jokowi wants local governments to ditch Visa, […]

Readings/content links include the 2023 Ruffer Review, Weijian Shan on his book Money Machine, G&R’s latest natural resource market commentary, Sarah Garner on her journey from fashion buyer to founding Retykle and a conversation with Pico Iyer on his latest book The Half Known Life. Ruffer LLP: The Ruffer Review 2023. FCC Hong Kong: A […]

Readings/content links include Chris Wright’s new book on how Macquarie became a global giant, RIT Capital Partners’ 2002 annual report, Lee Robinson on Venezuelan sovereign debt, Kerr Neilson’s thoughts on Platinum Asset Management and Merryn Somerset Webb on the top takeaways from 300 years of financial advice. Euromoney: How Macquarie took on the world. Chris […]

One of the best books I read last year was Jonathan Kaufman’s The Last Kings of Shanghai, which tells the fascinating story of the rival Sassoon and Kadoorie families and how they helped shape twentieth-century Shanghai. Joseph Sassoon, a professor at Georgetown University, has written an even more recent book looking at how his distant […]

Readings/content links include Reuters on the US ramping up its advanced fuel production capabilities, remarks from George Soros at the 2023 Munich Security Conference, Todd Warren’s update on Tribeca Global Natural Resources Joe Wiggins on whether fund manager meetings are a waste of time and Patrick Barkham’s conversation with Shaunak Sen, director of the documentary […]

Readings/content links include Merryn Somerset Webb’s conversation with Russell Napier, Q4 market commentary from Horizon Kinetics, the latest developments in the Euronav/Frontline saga, updated thoughts on Xero and Ashmore Group’s 2023 emerging market outlook. Merryn Talks Money: Why governments won’t let inflation go away. Horizon Kinetics: Q4 market commentary (Jan 2023). FreightWaves: Tanker shipping consolidation […]

Readings/content links include Asia Partners’ 2023 internet report, Stephen Givens on why activist funds must invest more than money to make an impact in Japan, Arjun Murti asks whether oil equities will go the way of coal equities, WGC’s gold demand trends for 2022, an interview with Jim Grant and Jardine’s sale of its stake […]

Readings/content links include Packer & Co’s December 2022 report, Platinum Asset Management on the Chinese property market, a recent paper on central bank gold holdings, an interview with Hosking Partners, and CNA on what the rise of digital banks means for Singapore’s seniors. Packer & Co: December 2022 report. Gold as international reserves: A barbarous […]