Recent Posts
Principles & Process

Pacific Green Technologies Private Placement

Bids are invited at $3.50 representing a ~9.0% discount to the prevailing price of the last 2months for up to ~4.5% of Common Equity [USD 7.5mio]

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Principles & Process

Stanley Druckenmiller on CNBC

I am fortunate to have the pleasure of working with great friends on an institutional raise for a whole loan and securitised mortgage fund in 2009. A very special pleasure, however, was to work with Martin Feldstein, "Marty".

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Macro-economic

Party like it's 1995

"In the absence of an outright recession, this action would remove much of the downside risk facing the equity market. In fact, bulls will point out that the equity market surged 14 per cent in the six months that followed Alan Greenspan’s first “insurance” cut in 1995."

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Defensive

Buffet

On a stage in Omaha, Nebraska on Saturday two men aged 88 and 95 reminded the audience that if anybody had invested US$10,000 into US equities in 1942 when Warren Buffett started buying shares, it would now be worth over US$50 million.

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Macro-economic

Federal Reserve

Federal Reserve Meeting / Australian Banks (ANZ) / Amazing Amazon

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