Sunday, August 29, 2010

Monaco, Geneva, Courmayeur, Ibiza, Milan, Naples, Capri and Reykjavik

Santorini ended on a high note, weather held, we sailed through the caldera, views from our room never got boring. Since then we've been traveling voraciously through Europe: First to Monte Carlo, to see a friend in Cap Martin. We enjoyed our trip, the setting of the principality is beautiful, but after Santorini the cliffs of Monaco hardly cut the mustard. Then Geneva in full Summer festival swing, bipolar - depressing and grey, or sunny and wonderful. We ate local fish, crepes and steak frites. I love the city, but don't think I could live there. Too sterile. Courmayeur for more friends, their tiny baby and microscopic apartment. Cable car to the glaciers on Mont Blanc, long lunches in dark wooden gastro-pubs, walks beside the fabric-conditioner-blue streams. Swimming in them. Stark. Bollock. Naked.

Ibiza was a con, that conned us. A beautiful villa in the deepest, darkest woods, isolated high in the central hills at the end of a 10km dusty track. 8 of us, 8 laptops, 8 passports, ipads, phones, jewellery, watches. All gone at the end of day 2. No signs of a break-in, no insurance coverage, it was an inside job. The rental agency had us - and for sure the Police were involved. How else can you explain marble floors and Tuscan slate wall texturing in village communities crumbling from a lack of investment? 3 more days of phone calls, consulates, taxis, consulates, airports, consulates, police station, consulates. Swift departures back to Italy. We winged it without passports (there is no American consulate in Ibiza) and were happy to leave. Every time i'm promised good food in Spain, and still this time I was disappointed. Fortunately I didn't have credit cards to pay for anything! Next: Milan.

Oh sweet, gentle Milan! Ferragosto and a perfect calm descended on the city. Cool breezes and autumn temperatures gave us Milan at her best. We walked around the cobbled streets, drank fantastic coffee, gazed dreamily at the finally restored Duomo, and visited more consulates. Emergency passports issued, and off to Naples. Could we have inadvertently missed a stop and ended up in darkest Africa? Quite possibly. Naples is disgustingly dirty, and populated almost entirely by North African emigrants who sit in the streets amongst the rubbish playing cards and dominoes - oblivious to the dirt. Everything controlled by the mafia, apparently. It is hard to see the beauty of this city behind the grime, but it is there. The intense humid heat and crowded streets were oppressive. The next morning we ferried to Procida, one of the islands just off the bay of Naples, the pick-up point for our 51.5' sloop 'Fiona' which then took us around Capri and the Amalfi coast along with 6 other friends. In quick succession: Procida (flat and uninspiring), Ischia (mountainous, much more inspiring), Capri (endless cliffs, absolutely stunning), Procida (cosy, pretty cool) and Sorrento (precarious, cliff-hanging, beautiful). In summary, some amazing landscape, that 50 years ago would have undoubtedly been the most incredible seaside location in the world. No longer. Plastic, the Napolitan Mafia/Italian government, and human apathy have turned the bay of Naples into a cesspit. We were barely able to find places to swim without floating debris. I was so shocked as to how bad the situation really is. The whole marine area is an abomination, and worst of all the Italians don't really seem to give a shit. People swim between floating panty-liners, the water is thick with oils, lipids, and gels. The water is oxygen-starved. It really makes me feel sick to be part of the human race when I see that: Life can only thrive with clean water.

On our return to Procida, a quick trip back to Naples and a convoluted set of flights bring us to Reykjavic, our current location. Ridiculously expensive despite everything. Haunting landscapes, haunting light, and unlike the Med - pristine. My oldest friend from University Charlotte got married in true Icelandic style yesterday. A lutheran ceremony followed by a heart-warming reception singing local folk songs around a honky-tonk piano, with talented musicians and singers, in a wood cabin, on a small islet, until the early hours of the morning. Today swimming in the blue lagoon to soak out the hangovers, tomorrow Glasgow and due North to the ever-more-haunted isle of Skye. A great end to a wild month.

Wednesday, July 28, 2010

Tzatziki Tzatziki Tzatziki!



Greece, beautiful Greece! Who needs the Caribbean when you can have the Cyclades? We have been here for over a week now, of which we spent the first 5 days in Santorini in an apartment 1000ft up on the edge of a cliff overlooking the famous Caldera, and the last 2 days in a nearby island - Folegandros. The weather is sublime, low humidity and a constant breeze, the food is addictive - I'm on Tzatziki binge of Titanic proportions - and the views really screw with your head they are so good...


However, like all the cliched places in the world, you have to know where to go....and because half of the island is overrun by tourists, going to the wrong place will end in tears and frustration. Avoiding the main towns at all costs and heading to the highest cliffs on the island....meant that only peace and tranquility awaited us. Folegandros is an escape from an escape. A large rock with a couple of villages stuck in time. Menus only in Greek, and barely any tourists.


But now the wind is kicking up white horses outside our window, and soon we depart back to Santorini via hydrofoil across some fairly epic waves and surges. We extended our trip here by another 5 days....just because it really is so good. So of I go down to the port, herete...

Sunday, May 23, 2010

Escaping the market turmoil

So far, May has been a month of total market mayhem. Everything that should make investing fun, such as making money, being right, seeing the fundamentals be reflected in market prices etc etc, has been absent. Losing money for your investors is no fun at all, especially if you know that the primary reason is because government intervention keeps all the markets highly correlated and throws them into and out of turmoil without mercy. Government intervention is a pain in the behind, and there's nowt we can do about it except watch with horror as they bang their collective regulatory heads into the political wall again and again with various ineffectual stop-gaps.

The really bad news is that all this "policy with hindsight" will serve only to increase the volatility of markets in the future as people are led further into the tunnel of false security that politicians love to lead their constituents down. The reality is, people in public office shouldn't be fixing the financial markets because they really have erroneous understandings of what the real problems are. It's a really big mess, and it's getting bigger every day. I hate to think how messy things are going to get before they finally improve...

On a positive note, there are still people gambling their livelihoods away in the slot machines of Las Vegas. Human foibles are alive and well. A hedge fund conference took me there last week to listen to an impressive array of speakers including Bill Clinton, Mitt Romney, Michael Milken, Nouriel Roubini, Ken Griffin etc etc. General conclusion: no one has any idea what's going to happen, and the slower you speak the more people seem to listen (Bill is very good at this).

On Thursday, we are taking a long weekend to go sailing in the Caribbean. This time from St Marteen/St Martin for a jolly jaunt around Anguilla and St Barts, a la figure-o-eight. Time to reflect on 2010 so far and what a messy year it has been. Assuming we encounter no oil, no tropical storms, and no politicians - it should bring some reprieve and an end to what has been a rough month.



Wednesday, May 5, 2010

5 Boro bike race




Sunday saw Lisa and I tackle the 5 'boro' bike race here in New York. 45 miles, 30 degrees, blue skies and no sun cream. So, for those who didn't sponsor us....tut tut, and you should be ashamed! For the other person - thanks for the support!

The race saw us cycle through all 5 of New York City's boroughs, that's Manhattan, Brooklyn, Queens, the Bronx and Staten Island - in increasing order of shabbiness, with the finish line just past the monolithic Verrazano bridge, which takes all the fun out of being on a bike. But awaiting for us the other side, the finish 'festival', shade under a tree, and the Staten Island Ferry back to Manhattan.



Next trip, our first 'century' - 100 miles in day, and then....perhaps, when it starts to cool down again, New York to Montreal? I dunno though, 400 miles might be pushing it...





Wednesday, April 28, 2010

Audit 101

If you can possibly avoid it - never work in an industry where you have to deal with Auditors. Lawyers you can't avoid, but auditors you can. I spent my whole day today explaining to our auditors (Deloitte) how to do their jobs, and harsh words were exchanged. When Arthur Andersen was found guilty in the Enron scandal, I'm surprised it didn't take down the rest of the then 'big five'. The Sarbanes-Oxley legislation that Bush introduced is a farce, auditors need to be accountable and overseen.
If any of you own any stock in a auditing company - i'd sell it, something's going to give.

Rant over. In other, far less stressful news, Lisa and I are preparing our trip to Europe this summer and we'd love to see everyone at some stage, our dates look tentatively as follows:

Jun 23rd - Jul 4th UK (Glos, London, Henley!)
Jul 4th - 1st Aug (San Michelle, Italy)
Aug (Ibiza, Capri, Geneva, Cowe's?)
Aug 28 - 1/2 Sep Iceland
Sep 3 - 10 Scotland/Skye
Sep 15 Back to US

So let us know if any of those dates/locations work!

The weather has finally turned back towards summery after a short spell of winter's dying throes. Bernard and Manuel (the cats) have taken to the roof deck like ducks to water and spend their days sunning themselves. In the bonsai tree growing competition, Lisa is racing ahead after Tim failed to water his bonsai and Manuel ate mine.

Toodle-pip

Monday, April 26, 2010

An Introduction

Life is hectic. So much so that I never seem to have the time to inform people of my whereabouts, whereupons, and of course, my werewolves. My family is drifting apart across the continents, and most of my friends are far away. This blog will hopefully lighten the darkness of my poor communication skills, and keep those who want to know...in the know. Don't anticipate the penmanship of my sister, or anything that resembles prose. I have a business to run, and these are harsh times...