When we decided to launch a Trade Alert service together with Brad Thomas there were 3 rules we all agreed on: Trade for our readers like we trade for our own accounts. This means exactly what it says. We’ve all learned the hard way that getting too fancy is rarely
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
One technique to ensuring kids don’t misbehave is to threaten them with a trampling from fully-grown elephants. It works better than chaining them up or locking them under the stairs. I highly recommend it. Last year while living in Northern Thailand my wife and I took our kids elephant riding
Far from the maddening crowds, Mark and I sit here on the edge of a primitive rainforest, overlooking a coral reef thousands of miles from the nearest industrialized continent. Not a bad spot to ponder life, our investments, and of course our personal projects, one of which is the reason
As I look out my broken and dusty bus window, wiping the dirty sweat from my brow I am enamored by the rice paddies and beautiful countryside. Suddenly we come to an abrupt stop and I’m relieved of my calm introspection. It’s time to enter “No Man’s land”, that bureaucratic
Given our bullishness on Mongolia and our trusted relationship with Eric Zurrin from Rescap Securities, we wanted to reach out and get Eric’s current thoughts on the Mongolian equity market, liquidity, banking and upcoming deal flow. Pertinent to this post was something that happened after our interview with Eric. Mongolia’s
Investing in frontier markets is a challenge due to lack of liquidity and significant set-up times. One way to circumvent these problems is to Invest in other people’s expertise through a managed fund. We work hard to associate ourselves with smart individuals where we can reciprocate value. This not only
I received an early Christmas present last year. Yep, 2012 is now last year! Some time ago I had agreed to write a short chapter for a book recently published by Wiley. I had completely forgotten about it, but thankfully received some complimentary copies in the mail on Christmas eve.