Hi all, Trade update: Closing the Brazilian (iShares MSCI Brazil Capped ETF) trade… or not. This is just a short trade update on a Trade Alert we put out on May 19th. Here’s the short video I recorded and these are the attendant slides to that video. In the alert, we discussed
Hello, One of my best mates is Harris Kupperman (Kuppy). You’ve probably heard of him before as I’ve recorded phone conversations for the podcast with him, featured some of his work on the blog, and we’ve traveled together to some weird places where some of you have met with both
Recent events in the oil and gas industry indicate we’re not far from hitting the bottom of the market. That’s why in today’s Insider Alert we look at four different ways to position for a potential big payoff from the next stage of the cycle. June 2008: US$156.62 per barrel.
We explore a once-hot sector that used to attract a great deal of attention but is now forgotten by most investors and resembles IT stocks after the burst of the dot-com bubble. But the growth in the sector is picking up and, along with it, the share prices of companies in
In this this Insider trade alert, we take a look at one of the most hated markets in the world. While completely shunned by the investment community, it’s in a stealth bull market and today’s 5 investment ideas could deliver outsized returns over the coming 5 to 10 years. This
Australian (and New Zealand) housing market has been on an absolute tear for the past couple of years. We believe this frenzy won’t go on for much longer. In fact, 1 in 5 Australians are already struggling to pay their mortgage. So today, we look at a couple of ways