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Changes in regulation and market conditions often introduce some unanticipated dislocations in markets. Two recent developments have or may have a dramatic effect in two areas that many investors may not be aware of or appreciate. I am referring to t...

Apple’s huge cash hoard is very tempting. Especially for governments which are unable to control their ever escalating public debts and spiralling entitlement deficits. The recent case where the EU decided that Apple had received illegal state aid fr...

“It’s easy to look back over the 115-year span and realise how extraordinarily beneficial agricultural innovations have been — not just for farmers but, more broadly, for our entire society. We would not have anything close to the America we now kno...

In the most recent budget statement, the government has suggested that it is a “national economic imperative” to revitalise Bermuda’s hospitality sector. This can be seen in the $930 million list of projects in Table 1 of the budget statement which a...

The Berkshire Hathaway’s annual shareholder letter has always been a special event for this writer as I continue to be a devout follower of Warren Buffett (WB). What makes it particularly special is this year marks the 50th anniversary of Warren Buff...

“A good forecaster is not smarter than everyone else, he merely has his ignorance better organised.” — Anonymous In January of last year I laid out 12 unexpected events or surprise situations that were, at the time, outside of the conventional consen...

You may have seen the highly acclaimed television show “House”, which is based on a fictional Princeton Plainsboro Teaching Hospital in New Jersey. Dr Gregory House tackles potentially terminal health mysteries as would a medical Sherlock Holmes. His...