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Date: December 15, 2011 Reporting From: Manila, Philippines [Editor’s note: Sovereign Man Chief Investment Strategist Tim Staermose is filling in for Simon today.] Earlier this year, when silver went parabolic, rising from $30 to $50 in a matter of weeks, I issued an alert saying I’d put on a short-term bearish trade, using call
Date: December 14, 2011 Reporting From: London, England [Editor’s note: Simon’s friend Tim Price is a delightfully witty fund manager in the UK, one of the few free-thinking individuals in all of institutional finance. His recent thoughts below on the euro debacle, gold, and hyperinflation are some of the best ever written on the topics.] “Helmut Schlesinger, the Bundesbank
December 13, 2011 Santiago Chile Something incredibly unusual happened yesterday– I was interviewed by a popular radio program broadcast by a -very- mainstream media outlet. This is unusual for a number of reasons; we receive countless interview requests… but I almost always turn them down. I don’t particularly care to draw attention to
Date: December 12, 2011 Reporting From: Talca, Chile We’ve spent a wonderful weekend at the farm in Chile watching the harvest of our latest blueberry crop. As I write this, there are 52-workers walking up and down the rows of trees picking fruit… and it’s quite an interesting business. Blueberry trees mature and hit
[Editor’s note: Sovereign Man’s Chief Investment Strategist Tim Staermose is filling in today while Simon spends a few days with designers and engineers at the farm in Chile. More on those developments soon.] For a few decades now, the Communist Party in China has had an implicit social and political contract with the
[Editor’s note: Simon’s close friend Craig Ballantyne, now editor of the Early to Rise publication, is filling in today while Simon sits in boring meetings with his Chilean attorneys.] Imagine being a recently divorced mother of two young women who were about to enter the expensive American college system, and yet your job
Say what you want about him, but Bernie Madoff was a guy who knew how to keep the party going. For years, he ran one of the largest private-sector Ponzi schemes in history and always heeded the golden rule of financial scams: make sure your inflows are greater than your outflows. He was
December 2, 2011 Santiago, Chile Last night I had some close friends over for dinner and a few bottles of Chile native Carmenere wine. A lot of the conversation focused on food– we’re all very conscious about what we put in our bodies and tend to reject the garbage that passes for food
December 1, 2011 Santiago, Chile My business partner Matt is a great friend and hell of a guy. He’s also a big technology buff and is an early adopter of new products. A few weeks ago he gave me a Kindle Fire, Amazon’s new touch-screen digital reader. It’s great. Fabulous, actually. I used
November 28, 2011 Santiago, Chile If the global financial crisis has taught the world anything, it’s that there is massive weakness running through western banking systems. The big banks in New York and London, once considered to be the strongest and most stable in the world, have been completely exposed for what they
November 27, 2011 Santiago, Chile Some friends and I spent most of the weekend touring the future site of our resilient community in central Chile, just a few hours’ drive south of Santiago on a very modern highway. As I’ve mentioned before, the site sprawls across roughly 1,000 acres in a gorgeous setting;
November 25, 2011 Santiago, Chile I can’t even begin to describe how happy I am to be back in the land of the free… and yes, I’m talking about Chile. I arrived a few days ago to beautiful summertime weather (remember, the seasons are flipped down here in the southern hemisphere). As usual,
November 24, 2011 Santiago, Chile Today, a lot of readers are enjoying time with friends, family, fowl, and football. Others are perhaps commemorating the first day of the Roman solstice holiday Brumalia. Still others may be celebrating Teacher’s Day in the Republic of Turkey. And for others, it’s just Thursday. Here in Chile,
[Editor’s note: Simon’s friend Tim Price is a delightfully witty fund manager in the UK, one of the few free-thinking individuals in all of institutional finance. His recent thoughts below on the euro debacle, gold, and hyperinflation are some of the best ever written on the topics.] “We think we have an agreement, but we
November 22, 2011 Dallas, Texas, USA There are a lot of things to detest about traveling in, out, and through the United States. Coming in through customs can be one of the most demeaning experiences ever as the agents from the Department of Homeland Security tend to treat everyone like criminal terrorists. Then
