I need a f’in gun. High caliber. Short muzzle. One bullet. In my mouth. “Maybe if you hold him, comfort him, he’ll calm down,” she suggested, neatly tucking condescension into a sexy French accent. You see, my 3yr old was in full tantrum. He wasn’t alone. The room swarmed with angry, spoiled hornets, sweating in parka’s, waiting for ski school. Mara and our three oldest saw this coming and fled. Outside. Leaving me a

I hang with boys who eat what they kill. Lying in wait. Plotting. Planning. Pouncing. Telling stories round the fire. Of conquests. And fallen brothers. Stalking central bankers. Parsing policy pronouncements. Chasing inflation one day. Ambushing deflation the next. Booms. Busts. Bubbles. Toting our sophisticated weapons. And quietly, the Kansas boys, sporting rakes, overalls, and Bernanke’s cheap mortgages, made 25%

Nothing cures high prices like high prices. And over the past century, the world endured four major commodity price spikes. The first two were fueled by World Wars. The third occurred during the inflationary 1970’s. In each period, prices rose by roughly 300% over 10yrs. Then fell for about 20yrs. Remarkable eh? And today’s Chinese-urbanization commodity boom has lasted roughly 10yrs. Prices have risen by a tad more

Ok Oprah, I’m coming clean. Right up front. So here goes: I take performance enhancing drugs. Any regrets? Yeah, wish I’d taken more last yr. I also admit that if I’d ever imagined having a fake girlfriend who fake died of fake cancer would help me sack more quarterbacks, and boost my ratings, I’d have dated two. Maybe three. Eric Peters

“So tell me what you think about Japan,” said the CIO of Europe’s greatest mountain of money. I just smiled. ‘Cause we’ve discussed this trade for a yr. He paused. And then filled the silence, “This is what happens when you hit the wall.” Which any ageing, shrinking nation, drowning in debt must eventually do. He’s made his fortune predicting the time and place of horrible car wrecks. “This is the beginning, it will

“Zero chance of an inflationary result,” stated one of London’s top PM’s. “And yeah, I know, nothing’s zero, but this is fucking close,” he continued. “Global debt increased 12% annually since 2002, while GDP rose 4%, and the difference equals roughly $80trln, so that’s what needs to get printed or written down.” Central banks have printed roughly $10trln since the crisis erupted. “So you tell me, is $10trln enough t

The S&P 500 failed near these levels in Jan 2000. Then again in Jul 2007. “It’s taken $1trln deficits each year for the past 4yrs jut to get us back to the highs,” observed one of Europe’s most nimble CIO’s. “There is simply no way the US can sustain these deficits,” he continued. “So I am long stocks now, but the mkt is getting very excited, very long, and yet Apple has sent a rather ominous signal, this may pro

Hope all goes well. You hear the rumor? Yeah, me too. Which makes sense. After all, I started it. So yes, we’re closing Grant Capital Partners. It was ultimately Geoff’s call. Wasn’t an easy one. But we discussed it. He made it. And I support it. Fully. He’s been a terrific partner, a great friend. That’s true for all my partners. Anyhow, we’ve prided ourselves on transparency. So

Hope all goes well. Turned 46 Thurs. No worries, that’s cool, you’ll get me next yr. Mara baked a cake, decorated like a big bulls-eye. With a single candle. Served it up, sporting her most mischievous smile. You see I haven’t exactly been hitting my targets this year. And ever since I returned from stalking deer in the Scottish Highlands, she’s taken every opportunity to remind me that the only track that matters is

“Follow me, do what I do, move how I move, exactly, or he’ll see you, sense us, and be gone,” he hushed, slithering across the steep mountain face, amongst jagged rocks, heather. Gracefully, beautifully. We lay flat. Clothed in tweed. Loading the high-powered rifle. With a single bullet. The muscular 11-point stag stood 100 meters ahead, alert, surveying the terrain. I slowed my breath, smoothed it,