Category: Chris

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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Don’t Ever Say THIS to Me!

“Oh, but he’s ex-Goldman Sachs.” This post is dedicated to our friend Greg Miller of Myanmar Capital Partners who, though he’s an “ex-hot shot investment banker”, remains an exceptional individual and a talented professional. In the world of private equity, the statement above tends to crop up often. It is brandished

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THIS Sector Offers a Compelling Asymmetric Trade

We recently discussed the asymmetry available in the gold mining stocks here. We showed the spectacular returns that have been achieved by investing in beaten down sectors since the 1920’s. Just the facts on what the past has shown us. We offer no guarantees to what the future holds, but

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The Next Big Thing in Finance!

That’s what its being called. Crowdfinance or crowdfunding, is a space we’ve spoken about repeatedly on this site. Mainstream media have been a little slow to wake up to it, but wake up to it they will. It is MASSIVELY DISRUPTIVE, and the implications for traditional brokers, investment bankers, venture

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Gold For Delivery Please!

Government corruption. Tautology. “The extent of corruption in Europe is ‘breathtaking’ and it costs the EU economy at least 120bn Euros, annually the European commission says.” There you have it. This statement comes directly from the European commission in a recently published report, almost certainly an incompetent bureaucratic nightmare itself

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Buying Bombed out Equities for Outsized Returns

Our friend  and partner Mark Schumacher recently brought what I feel is a fabulous undervalued opportunity to my attention. Mark is both the President and founder of Thinkgrowth, a boutique investment advisory firm in Massachusetts and a contributing editor to our investment alert service. Mark’s last short sale trade on

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The Potential Exists For an Epic Short Squeeze in Physical Gold

I recall a long time ago when I was easily excited by the unqualified love of young inebriated women, hedonistic experiences, fast cars, guns and seemingly unusual setups in financial markets, which promised fortunes if traded correctly.  I now find that I just enjoy a day with my kids and

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The #1 Investment Going into 2014?

What should we expect after eating an exceptionally spicy 3-day-old, reheated “jungle curry” from a Mumbai Street Hawker? Decisions made when investing, trading, and in fact almost any business all center around the calculation of probabilities. Probabilities for some things are easier to determine than others, which is where I’m

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