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Olduvai III: Catacylsm
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IceCap: Every Fed Chair Has A Plan, Until…

IceCap: Every Fed Chair Has A Plan, Until… It’s Easy In the world of knitting, stitching and crocheting; threading the needle is easy. Line-up your thread, needle and a good cup of tea and you’re all set. In most other worlds – it can be tricky. If executed perfectly – threading the needle can be rewarding, exhilarating […]

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The Crisis Is Spreading: China, Australia, Brazil, Canada, Sweden…

The Crisis Is Spreading: China, Australia, Brazil, Canada, Sweden… Earlier today, we posted an excerpt from IceCap Asset Management’s latest letter to investors focusing on the farce that is the Greek bailout #3, which can be summarized simply by the following table… … and Keith Dicker’s assessment which was that “for Greece, it’s mathematically impossible to repay […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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