Money DOESNT EQUAL DEBT, AND THE GROWTH OF BASE. MONEY FROM $800Bn to $4Tn since 2007 GUARANTEES HYPERINFLATION AFTER WE FINISH THIS PERIOD OF NASTY DEFLATION, BUT ITS NICE TO KNOW THAT DURING THE ONLY PERIOD OF DEFLATION ON RECORD, GREAT DEPRESSION, GOLD RALLIED 250% WHEN U FACTOR IN THE 70% gain I in AU and 40% loss in Dollar. In Inflation, AU/AG will also outperform every asset, and by the end of this year, early 2017 THE WHOLE GLOBE WILL CLAMOR FOR RMB OVER UNSTERILIZED BOND MONETIZATION AND WE WILL BECOME ISOLATED FROM THE WORLD AT LARGE & FORCED KICKING/SCREAMING INTO FOLLOWING EUROPE, SOUTH AMERICA, AFRICA, MIDDLE EAST, SE ASIA, CANADA, AUSTRALIA, & RUSSIA INTO SOUND$.i.e. AU Standard
I am an individual investor in a quest to minimize portfolio rotation.
I am agnostic in terms of growth vs value, but lacking the time, the resources and (most importantly) the brains, I tend to look more among the latter set of opportunities.
I am professionally versed in the European upstream O&G arena, but skeptic on its future (and optimist about the clean-tech momentum of California).
One could argue I should have an edge in European stocks: I am from Spain and based in the UK, but like Buffett says, it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. So my portfolio is OW US and UW Europe.
N.B. If some of my comments are overly cynic, don't be offended, just an invitation to look after your $ more carefully.
I have extensive experience in analyzing companies and constructing recommendations and portfolios for convertible, high yield and equity products. Since started trading new discretionary accounts, performance has been excellent (up 31% in 2012 and 43.8% YTD 10/’13 v. SPX 16% and 25.3%, respectively). Employ opportunistic, balanced style.
Specialties: Excellent credit and equity analysis skills. Very strong communication skills and client contacts developed on both the buy-side and sell-side.
I am a value investor to the greatest extent possible. I also favor dividend stocks. I try to be a buy-and-hold investor, but sometimes I can't avoid the tempation to ring the register or to accumulate the inevitable tax loss. The main thing I have learned is that I have lost more money by selling too soon than for any other reason. I reside in Henderson, NV.
Since construction jobs haven't been plentiful in Las Vegas, I studied information management at the prestigious College of Southern Nevada and the University of Nevada Las Vegas. My previous financial background is in the field of hanging drywall, where I learned absolutely nothing about the concept of compound growth. I started trading/investing after taking a finance class and watching Mad Money on CNBC.
I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."