China: Tariffs, Trade Wars & Tragic Miscalculations

Why we do what we do: The weekly Commentary 2 years later.

An Interview with Russell Napier; Capitals Controls, Conscription of Assets, the US Bond Market End Game

Russell Napier is a consultant with CLSA writing on issues affecting global equity markets. After studying law, he began his investment career at Baillie Gifford in Edinburgh managing funds in the Japanese, then the US and finally the Asian markets. Moving to London he was responsible for managing Asian portfolios. In 1995 he relocated to […]

An Interview with Russell Napier; Capitals Controls, Conscription of Assets, the US Bond Market End Game

Russell Napier is a consultant with CLSA writing on issues affecting global equity markets. After studying law, he began his investment career at Baillie Gifford in Edinburgh managing funds in the Japanese, then the US and finally the Asian markets. Moving to London he was responsible for managing Asian portfolios. In 1995 he relocated to […]

An Interview With John Embry: “Expect Gold To Gain More Than 30% This Year”

John Embry joined SAM as Chief Investment Strategist in March 2003, with a focus on the Sprott Gold and Precious Minerals Fund. He plays an instrumental role in the corporate and investment policy of the firm. Mr. Embry, an industry expert in precious metals, has researched the gold sector for over thirty years and has […]

An Interview With John Embry: “Expect Gold To Gain More Than 30% This Year”

John Embry joined SAM as Chief Investment Strategist in March 2003, with a focus on the Sprott Gold and Precious Minerals Fund. He plays an instrumental role in the corporate and investment policy of the firm. Mr. Embry, an industry expert in precious metals, has researched the gold sector for over thirty years and has […]

An Interview with Hernando de Soto

An Interview with Hernando de Soto