April 2013 Global Outlook – Auchtung Baby!

Berlin (1990): Inspiration from the German reunification was not inspiring. In fact – nothing was going as planned. Ideas were not flowing, lyrics were not working, and the music certainly wasn’t playing. The days were so dire, that Bono pleaded that their music would have to move people in…


Berlin (1990): Inspiration from the German reunification was not inspiring. In fact – nothing was going as planned. Ideas were not flowing, lyrics were not working, and the music certainly wasn’t playing.
The days were so dire, that Bono pleaded that their music would have to move people in mysterious ways, and be even better than the real thing. Never to give up, the rock band dug themselves in and declared they would keep trying to become one, until the end of the world.
Berlin (2013): Inspiration from becoming the World’s exporting super power had long vanished. Throwing their hard earned money at the Irish and Portuguese, staring down the Greeks while Athens burned, and forcing the Italians, Spanish and Cypriots to accept their way or the highway was reason for celebration. Everything was going as planned – until now.

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IceCap Asset Management Limited Global Markets 2013.4


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