Category: General Investing

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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All Eyes Should Be on Volatility

We will be travelling to Aspen for our Meet Up this week. In the meantime, below is a thought provoking comment on market volatility from our friend Mark Schumacher from ThinkGrowth, a boutique investment advisory firm. Hope you enjoy it! ———— The stock market is currently in correction mode. The Dow Jones

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Iraq: A View from the Inside Out

Today I bring you insights from Kevin Virgil, an ex army ranger, and the founder and managing director of Frontera news an emerging markets news portal. Once again, Iraq is in the news. The Western media has interrupted its 24-hour Kardashian coverage to bring stories of fearsome insurgents who appeared

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An App for Your Country?

The world’s gone “tech crazy” once again. ZeroHedge.com recently ran a great article showing the buying spree in the new “Dotcoms.” I’ve nicked the graphic they used in the article, which so eloquently shows the timeline in the current round of acquisitions: In the spirit of educating myself about the

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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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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 #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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