PM. Emerging and Submerging world. I read between the lines. Created the Egypt NDF market 2007. Unwound Iceland portfolio 2008. Bank/HF/AM. My own views....
Oct 29, 2023 • 14 tweets • 3 min read
I hope the 'western tourists' or the newbies to the complex issue of Palestine-Israel and it's long history take a second to sit down and think things through. Emotions are high, I get it, but there is dangerous consequences they themselves may not realise.
For them, the risk is
that a few years down the line they feel they made a mistake and all that costs them is a slight embarrassment when having a pint with Uncle Dave at the Christmas lunch. But there are greater risks. Much greater to their future conscious.
Protesting is fine. Protesting for
Oct 7, 2023 • 6 tweets • 2 min read
1. The US is at war with China. Iran and Russia are allies of convenience with the same aims of benefitting from weakening the US hegemonic position.
Stretching the US (it's inner workings and not just militarily) and it's interests across the globe is part of the plan. You have
seen a pick up in incidents globally. Coups in Africa favouring the Russian side (and China). There's a lot of resources the world gets from the region that gets disrupted if there is more conflict.
Also obviously ongoing Ukraine.
US threatened US not to interfere in Syria
Apr 19, 2023 • 13 tweets • 3 min read
I am seriously bearish the UK. And I hate to be. And was always a champion for it and it's many positives, often overlooked. But I am stopping out of that view. And now personally hold no UK assets or savings apart from my home. And I may 'lose money' on that position but
I am prepared to take it. In return I get flexibility. It's funny when I speak to property owners who say property is the best investment and when they say their % return I say yea but take off X% and they look puzzled. "Well wealth measurement needs to be normalised. We don't
