PP - Uncharted Waters of Negative Interest Rates

The Uncharted Waters of Negative Interest Rates

May 9, 2016

Negative interest rates an yields are not normal. They defy common sense, logic & everything we think we know about markets & economics. It makes ZERO sense to buy a negative yielding asset... but US$10 trillion of global bonds now offer this. There is no precedent for where we...

PP - Worthless Cash

Worthless Cash.

April 29, 2016

I travel a lot. And any time I’m on the road, before I leave, I have cash in the currencies of all the countries I’ll be visiting delivered to my office. Very few people do this. Most folks these days have full faith in their ability to pull out cash from an ATM in whatever country they...

PP - From Near-Death in Nigeria to Lifelong Investment Lesson

From Near-Death in Nigeria… to Lifelong Investmen...

April 19, 2016

Our Suzuki jeep was stopped on the right hand side of a T-junction. The outstretched arms of a truncheon-wielding cop ahead kept our lane of traffic at bay while the line of traffic coming down into the “T” was negotiating the left or right turn in front of us. The screeching of tyres and...

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The beautiful Philippines, outperforming other emerging markets over 2015-2016

This is Still Our Favourite Emerging Market Pick…

April 14, 2016

Two weeks ago, I stepped out onto the deck of my sailing yacht in the darkness, just before the break of dawn. We were in the final stage of the Rolex China Sea Race, a 600 nautical mile race from Hong Kong to Subic Bay in the Philippines. The faintest hint of wood smoke in the air told me we...

Should the UK leave the EU?

To Leave Or Not To Leave

April 8, 2016

On June 23rd a vote takes place that has the potential to cause huge upheaval... but uncertainty = opportunity... Three months from now, the U.K. could no longer be in the EU. The potential ramifications are absolutely huge. There's a lot of fear in the market, and that's given...

PP - Why it sucks to be a retail renter

Why it Sucks to be a Retail Renter in Hong Kong

April 8, 2016

A few years ago my wife and I had dinner at a new Italian bar and restaurant that had just opened in Central, Hong Kong. 40 minutes into the meal, we left. I won’t go into the gory details, but there was no charge. It was one of those meals you’d rather forget about. In the taxi on the way...

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