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[Editor’s note: Tim Staermose, Sovereign Man’s Chief Investment Strategist, is filling in for Simon today.] January 9, 2012 Manila, Philippines A few days ago, I read a that famed hedge fund manager John Paulson, who’s best known for personally making over $5 billion from the sub-prime meltdown, lost more than HALF of his
January 6, 2012 Santiago, Chile We recently received a great question from a reader, Chuck, who asked, “Simon, I’m going to HK in 10 days to open a bank account, and I know there are options to do this in several foreign currencies. What foreign currency would you recommend to hold over the
January 4, 2012 Seat 5F, Undisclosed location at 35,000 feet Most of us have grown up steadily ingesting a hearty line of crap that has made its way into the social consciousness. Governments can’t go bankrupt. Government bonds are safe. Banks are safe. Real estate always goes up. The US dollar is king.
Date: January 3, 2012 Coyhaique, Northern Patagonia Yesterday we discussed certain events that, in my view, are nearly mathematical certainties. Things like a restructuring of public pensions and Social Security in Europe and the US. Western governments blocking Internet and mobile networks. War. The US government being forced to issue debt in a foreign
January 2, 2012 Coyhaique, Northern Patagonia New Year’s predictions are always a fun exercise. We can bet each other over the price of gold on December 31, 2012, or who will win the White House this year, or even make wild, black swan predictions. It’s like the Charades of thought experiments… good for
