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Trebizond Investments

 
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  • Time To Get Some Coffee
    Mon, Aug. 4 JO 29 Comments

    Summary

    • Drought in Brazil may create shortage.
    • Growing demand from emerging markets helps propel the industry.
    • Long-term climate change may cause coffee Armageddon.
  • Argentina Defaults: Why I'm Buying
    Editors' Pick • Fri, Aug. 1 ARGT, BFR, BMA 15 Comments

    Summary

    • Argentina refuses to be "extorted" and defaults on $539m.
    • Unemployment is declining and GDP is growing by 3%.
    • General elections are in 1 year - investors are anxiously waiting.
  • Don't Forget The PIIGS
    Fri, Jul. 25 PGAL, EWI, EIRL 5 Comments

    Summary

    • Portugal, Italy, Ireland, Greece, and Spain (the PIIGS) remain good investment choices.
    • As expected, Europe's economy is recovering.
    • Risks remain, but the rewards are plenty.
  • Why You Should Buy The Market Vectors Russia ETF
    Wed, Jul. 23 RSX 46 Comments

    Summary

    • Russia is still a BRIC economy.
    • Sanctions are not that bad.
    • Geopolitical battles will likely die down.
  • Investing With Military Rule: The Thailand ETF
    Wed, Jul. 23 THD 3 Comments

    Summary

    • GDP is now growing, albeit slowly.
    • Military rule has its benefits - new policies look to be moving Thailand in the right direction.
    • General elections are at least 1 year away.
  • Return Of The Mummy: Buying The Egypt ETF
    Tue, Jul. 22 EGPT 1 Comment

    Summary

    • Political uncertainties remain high, but the return of the military has brought stability.
    • Vodafone, PepsiCo, and Coca Cola have invested over $2 billion in the past year.
    • New government pushing forward long-awaited reforms.
  • Time To Order Some Thai
    Jul. 30, 2013 THD 5 Comments
  • The PIIGS Are Roaring
    Jul. 26, 2013 EIRL, EWI, EWP Comment!
  • Twitter, Olympic Games Make Nike A Must-Have Before Earnings
    Editors' Pick • Jun. 26, 2012 NKE 1 Comment
  • Shorting Uncle Sam
    Jun. 18, 2012 TBT, TLT 12 Comments
  • Investing In Greek Elections
    Jun. 6, 2012 EPV, EUFN, EWI 6 Comments