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Are You Keeping Your Pulse on the Finger of the Market?
You were living in Thailand when the beginning of that brick narrative really took off. I was obsessively reading the monthly reports from Don Cox at the time, who had come up with this thesis about this commodity and emerging market super cycle. The best investment opportunities come from areas where those who know it best love at least because they've been disappointed most. And so you wanted to invest in phosphates and potassium and the potassium and phosphate mines that produce those. There's only a handful of potassium mines, the largest phosphate mines are in Morocco and in the southern US.