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Friday, 25 May 2018

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Quarterly Strategy Report

A Bull Opportunity in the Russian Bear

Day one of a three-day trip to Moscow, and I’m in gridlocked traffic. Forget the boxy old Ladas of the Soviet era. The roads are filled with shiny Fords, BMWs, Mercedes, Range Rovers, Volkswagens, Audis and Chevrolets – clear signs of Russia’s “road to wealth.”

Still as Good as Gold

I stopped off in Britain this week, en route to an investment conference in Moscow. I want to find out first-hand what is going on in the world’s cheapest emerging market. (More on that next month.) The British are still basking in the afterglow of the London Olympic Games.

Introducing the New Value Beta Portfolio

Today I am going to introduce an alternative way to fill your allocation to stock market investments. This will stay true to our legacy investing approach (bargain assets held over many years) and our focus on the world’s fastest growing economies: the emerging markets.

Bear Market Chasing – Be a Contrarian, Not a Victim

“There’s always a bear market somewhere.” This gem from Rick Rule summed up the third annual Global Partners’ Reunion. This gem from Rick Rule summed up the third annual Global Partners’ Reunion. Most investors think the way to make profits is to constantly chase bull markets.

Important Update: Time to Buy More Gold Miners

Next week, I’ll be leaving Buenos Aires to meet Bill and Will in Baltimore to discuss our investing strategy for the remainder of 2012. Then I’m off to the Global Partners’ Reunion at the Château de Courtomer in France.

An Unusual Door to Residency in Ireland

In my last report I told you about the impact Ireland’s economic crisis was having on real estate prices. Today, I want to add a sweetener. It won’t be for everybody. But if you are looking to diversify your family wealth outside the US, it may just be for you.