Making money off the new 30 Year Middle East War between Shia and Sunni

( Author's note: here's a sequel to the other article I wrote on investments and conflict: )

I'll be going to Erbil, Kurdistan, to check on some our company's...

My review of Michael Lewis’ Flashboys: A Wall Street Revolt

'Socialism', Albert Einstein said, is humanity's attempt 'to overcome and advance beyond the predatory phase of human development', and for G.A. Cohen 'every market ... is a...

Why the recent flight to quality to Africa is an untold epic fail

Safety from the Ukrainian Crisis investors?

Fine, begin your sadly shortened investor's joinery with a mixture of funk and bewilderment into the heart of financial darkness -- the likes of Greece and Africa and two big winners in the most recent flight to quality.

It does seem odd.

Africa?
In a year where $100 trillion dollars worth of bonds exist externally and only $300 billion inside this great torch-shaped continent, very few countries contain the credit histories one would normally require for a an 'all-buy recommendation' as vast inflows have moved toward Africa.

Making Money off of Fallen Countries

I recommend first looking into my previous article about the Ukraine before this in order to understand the strategic scope of a crisis, plotting it over-time, and how it can be alleviated for the sake of us, the financial observers.

What's below acts more as a guide than a real blog post.

When I worked at the World Bank

Before I went up the mid-sized fund I work at now, which primarily focuses on distressed credit, I worked for this peculiar portiere of development-aristocrat speak known as "The Bank", or in wikipedia-speak The World Bank, or The Evil Bank if you're the former Chief Economist (Bill Easterly).

Ukraine: What’s going on there and why we should buy Ukraine Bonds

Putin once replied to a British Diplomat who sat beside him in The Kremlin saying, 'You have Guards with 18th century costumes, why shouldn't we!?' To which the diplomat replied, 'My dear President, you are supposed to be running a forward-looking Russia -- old costumes from Soviet-era films do not cut it'.
The memory of the Cold-War lives on this day -- much more than many critics would say. In many ways, the Russian General Staff and Kremlin cold-era mindset has not changed substantially.
Russia has always been keen to hold on to the Crimean bases on the Black Sea since the time of Peter the Great. The large facilities include Sevastopol Dock, Sevastopol Airfield near Belbek, the base of Novo-Ozyorne, and airfield near Kerch.

What will the PRC Bank do with their Bad Banks?

Note: For those not in the know, the PRC only delivers PRC -released data. Moody's, Fitch, and S&P have slightly elevated access, but for the most part everyone receives the same, bad, information.

Is the carry trade the way forward?

As a fixed income guy, it's entertaining it see the the S&P go up all the time as the bond market resets from the major losses of the last half of the year. Here's the...

Why it’s not Samsung’s fault that it’s screwed

All companies see the world from their own belltowers, and the Apple tower is the tallest.
- paraphrased from an old Russian saying

Jobs and Cook and the...

The China slowdown.

To over a year of cross-calling by every major institution on the planet sounding the horn of optimism on China, to now deluded naysayers saying to everyone how hard its...

Is Micro-managing all that bad?

Part I of the series on: Learning from Failure and the Justification that They're for the Sake of the Learning Curve

Let me turn to you the attention of one article that would probably not have grabbed your attention: CNBC's "How Start Ups Can Climb the Global Growth Learning Curve". But how do know we are in a learning curve situation? Let's put it another way. How do we know that we have to agree that failure in the beginning is almost a superior alternative to success. Had we been successful, little would have changed; and for the long-term it's a more advantageous proposition. Or is it, that we use this as an excuse to justify our failure after we have committed the crime of a long-termism and forgotten the 'short picture' or the 'small picture' as one might put it?

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