When commodities are rising due to a weak dollar, and the long-term curve is not moving, it is not a good idea to express that move by investing in equities, at least not for the long-term. Continue reading The Challenge In Commodity Investment
Petroyuan’s Lacklustre Birth Explained
Every time I read that the yuan is going to dethrone the dollar and that China is going to monopolize the oil market in its local currency, I remember those films and reports of the late 1980s predicting the imminent Japanese supremacy and how it would absorb the West. Continue reading Petroyuan’s Lacklustre Birth Explained
Three Core Principles of Venture Capital Portfolio Strategy
#PortfolioStrategy #StartupInvesting #Startups #VentureCapital
From humble beginnings, the venture capital (VC) industry has exploded into one of the most significant, and certainly best-known, asset classes within the private equity space. Venture-backed startups are some of the most disruptive and influential companies of our generation. Continue reading Three Core Principles of Venture Capital Portfolio Strategy
Has Spain Learnt From The Crisis? Daniel Lacalle at the European Parliament
Spain has been an example of how to recover from the crisis and it cannot be an example of how to fall into recession.
See my comments at the European Parliament in this video.