I’m staring out my hotel window at yet another beautiful sunny day in Beijing—or at least I think it’s sunny. Actually, I cannot see the sun through the all the pollution. I can barely even see the street below from the 27th floor of my hotel room. Visibility is only a few hundred feet, and most people swear that this is a good air quality Read More

I’m at a truck stop in Coober Pedy eating my second spaghetti on toast in less than a week. I thought I had sworn off canned spaghetti at age 8, but the alternative is overcooked mystery meat of a questionable vintage. The outback is slowly making sense to me. Practicality trumps most other impulses. As I get ready for the drive to Uluru, I Read More

I’m always in search of the next great investment idea. I’m always trawling through unloved sectors that have hit rock bottom and should be due for a turn higher. You never know when you can find an opportunity. Baron Rothschild’s oft repeated remark about buying when there’s “blood in the streets” sure has stuck in my mind. In November of 2007, I literally went Read More