About Investing In An Unbalanced World“Investing In An Unbalanced World” is written and maintained by the investment team at Bienville Capital Management, LLC. We created this blog as a medium to share our views and insights on investing, policies, economic history, geopolitical events and other factors impacting the market.
Category Archives: Quarterly Letters
“SO BASICALLY CHINA IS ONE GIANT EPCOT CENTER,” were the words uttered by Chris Pavese, himself unsure of whether they formed a question, a tongue-in-cheek comment, or an apt summary of what we had witnessed touring nearly a dozen Chinese … Continue reading
See below for our most recent Commentary, which discusses how complex systems, such as political, economic and financial structures, are inherently fragile, often leading to unpredictable (and abstract) outcomes.
“We can’t solve problems by using the same kind of thinking we used when we created them.” –Albert Einstein Fully two years after the end of the recession and 12 months after the Treasury Secretary penned a New York Times … Continue reading
Below we’ve attached a speech and presentation that Cullen gave April 21st to the CFA Society of Alabama. It’s a very good “summary” of our current views and concerns that we feel should be on the forefront of investors minds. Specifically addressing, Are We … Continue reading
“That government is best that governs least,” declared Thomas Payne, noted pamphleteer and co-Founding Father of the United States. What has been a long-standing libertarian belief has more recently been converted into an investable (and successful) investment strategy. The Congressional … Continue reading
“The Committee is prepared to provide additional monetary accommodation through unconventional measures if it proves necessary,” so said Ben Bernanke, head honcho at the Federal Reserve, in a speech delivered to his counterparts around the globe at this year’s Federal … Continue reading
“If I have seen further,” Isaac Newton once said, “it is only by standing on the shoulders of giants.” In science, progress is cumulative. In managing the fiscal affairs of government, it is nonexistent. Each successive generation, it seems, must … Continue reading