Tag: investment

The Bubble is in Cash, Not Stocks…

We are repeatedly reminded by many so-called “experts” that the stock market is in a bubble, and that when central bank quantitative easing programs end stock markets will “crash.” However, it would appear that the only bubble is people’s uncertainty of the future and their desire to hold large sums

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Our Guide to the Five Bucket Investing Strategy

Our subscriber Mark Schumacher recently sent a note to his investors copying me and I  felt was well worth sharing.  Mark Schumacher’s Note Investors, It is standard practice to diversify portfolios among asset classes with low correlations, which we do, but I have found the benefits of this methodology to

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Heads up Cowboys!

Agriculture, it’s a sector Mark and I are unashamedly bullish on. Government stupidity, central bank money printing, political over-reach and the fact that we all have to eat; these are things we are confident will continue! Capitalizing on our thesis should be easy enough, however the biggest problem we’ve encountered

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Laos – Good News and The Good News!

Firstly the good news…I contained myself from throttling a mindless bureaucrat at the Thai embassy in Vientiane…just! 7 hours of queues (yeah you read that right, 7 freaking hours)…with kids in tow! I relish this with the same enthusiasm I typically reserve for chronic constipation. Combine the already tedious, non-sensical,

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Leverage – Why Here, Why Now?

Leverage – It brought down, LTCM, Lehman and recently MF Global. It will probably bring down Deutsche and Credit Anstalt before the final episode of the European sitcom, “We’re all family right?” is released to viewers around the world, likely to the Dire Straits tune Brothers in arms. The flip side

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3 Life-Changing Lessons

It was a typically miserable, rainy, cold Thursday night in the city of London’s financial district. The “suits” had begun to descend on the local pubs in an effort to wipe out the memories of the day. They would soon be engaging in an orgy of lies, chest puffing, pontificating

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Investing in the World’s Longest-Running Civil War

Burma has been in an almost perpetual state of civil war since 1949. Human rights violations, brutal oppression against a mostly un-armed populace, child trafficking, and living conditions I would not subject a dog to (a central banker yes… a dog no) have been synonymous with Burma since its independence

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