Postcards From the Fringe

If my Dow-to-Gold bet is right, this will be the first of 3 recessions over the next decade…

I think we’re going to like it here… Our beds cost $3 a night.

There are cameras everywhere in China, even in private areas. And locals are fine with them…

The past 7 weeks, I’ve been doing a casual boots-on-the-ground assessment of China’s economy.

This is probably the most contrarian, most underpriced risk in the markets right now…

This trip teaches the kids skills they wouldn’t learn in any school…

We met with some English-speaking real estate experts. The biggest takeaway was simple…