Trouble in Paradise

A zero-downside Caribbean currency short


White-sand beaches? Check. Blue-green waters? Check. Intriguing investment opportunity? Check.

  Tan Article Featured

Rules Change

An Interview with Soo Chuen Tan


U.S.-based investors often mistake the unique properties of the political jurisdiction they inhabit for universal principles.

  Eichengreen Article Featured

Shock to the System

An Interview with Barry Eichengreen


A top economist fears fears we may be in for a severe systemic shock under Trump.

Tectonic Shift


Few investors know the Byzantine world of European holding companies as well as Evermore Global Advisors’ David Marcus.

The Elephants in the Room


Investing in media can bring value seekers a lot of smoke and mirrors. But we see an intriguing opportunity in Africa.


New Frontiers

An Interview with Jim Rogers


The legendary investor explains how catastrophe equals opportunity — and why he's big on North Korean agriculture.

Hidden Value


The long swoon afflicting commodities may be reaching a normalization point. Should that happen, this belting and polymer company could benefit hugely.


Confidence Game

An Interview with James Rickards


The world monetary system is due for a reset -- and gold owners will win big-time.

The Turning Tide


Dry bulk shipping is in dire straits. But this pure play on the sector is poised to benefit from a turnaround.