Iraqi Dinar

Iraqi Dinar I have watched this rube of an investment idea for years. The heart of the rube assumptions is that the Iraqi dinar will be revalued upward. At 1,168 to the US dollar – it more or less makes sense to … Read More

BNP Paribas

BNP Paribas BNP Paribas is going to get a mighty big fine.  The street estimates are in the range of 5 to 10 billion dollars.  The bankers are riled up about unfair treatment and are haranguingFrançois … Read More

Policy Manuals

Policy Manuals Here are a couple of thoughts regarding policy manuals in general All policy manuals are  really just  documents copied from somewhere else.  The copies bring with them all of the biases and … Read More

Virtual Currency

Virtual Currency In the Wake of Mt. Gox, and Liberty Reserve ~ Where do we Go From Here? There has been plenty of excitement over the past several months in the land of virtual currencies as viable alternatives to … Read More

Myanmar

In the April edition of the Aegis Journal we discussed a client who we felt was more or less “uncoachable”.  But yet, in his defense, we can see many more things going on than meet the eye.  The origins of … Read More

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