In truth I don't punch people in the face and will rather walk away. Time is precious and I don't have a lot of it. This is why I figure its better for others to do the job for me.:-)
A Closer Look At 2 Japan ETFs That Hedge The Yen [View article]
I agree with the comments made here with the exception that should we see a wholesale sell off in the Yen and collapse in the bond market then its not unthinkable to see Japanese stocks in nominal values do well while collapsing in real values. For this reason I'd caution against being long Japanese stocks.
Mongolia Revokes Licenses On Rio Tinto Mine [View article]
That's because Mongolia did NOT revoke RIO's licence. This article is very confusing. The headine itself is flat out WRONG. I'd suggest reading Jon Springers articles. I know Jon and his due diligence is very good.
We're bullish on Myanmar/Burma I wrote about it here (http://bit.ly/V1CWPg ) and here ( http://bit.ly/13o67if) including a few other times. We recently invested in the country and are presently looking at 3 deals in country.
Very true. It reflects in the number of countries and organisations who have chosen to opt out of the entire system and simply not deal with Americans any longer. Why put up with the headache?
Betting On An Inevitable And Overlooked Crisis [View instapost]
Lots of questions here and in large part it depends on your trading style. We've recently put out a report dealing more comprehensively on this topic and how to trade it. You can check it out at http://bit.ly/Irmw8P
Betting On An Inevitable And Overlooked Crisis [View instapost]
all good points. I'm of the opinion that the political process will overwhelm the Independence of the BOJ. I have just written about this at http://bit.ly/zslQeQ They will monetize because its the only politically feasible thing to do so I expect the currency will remain under pressure which will feed through into raising the cost of goods. Inflation doesn't need to ramp up much to flip the cards on the rationale for holding a 1% yeilding instrument in a 2% deflationary environment. Then we get a bond crisis but lets not get ahead of ourselves....we're not there yet.
Mongolian Growth Group: A Pick And Shovel But Not For Commodities [View article]
Good article Free cashflow and I enjoyed reading Jon's responses as well.
The question with regards valuation is a valid one naturally and I've had it posed to me since my business partner and I helped seed Mongolia growth group and participated in subsequent private placements.
What would you pay for an allocation of just over 1% of downtown UB real estate given that the historical perspective indicates it is likely to do what Almaty in Kazakhstan did? I think that that is a clearer analysis to be made. I wont talk for other investors who participated in early rounds but I for one have zero intention of selling any of my stock. I could care less where it trades on a day to day basis to be quite frank. We'll see in 5-10 years time whether attempting to wait and get in an cheaper valuations was a good idea.
Beware These Unseen “Friction” Costs!! [View instapost]
A Closer Look At 2 Japan ETFs That Hedge The Yen [View article]
Mongolia Revokes Licenses On Rio Tinto Mine [View article]
I'd suggest reading Jon Springers articles. I know Jon and his due diligence is very good.
Frontier Markets Investing 101 [View instapost]
We're bullish on Myanmar/Burma
I wrote about it here (http://bit.ly/V1CWPg ) and here ( http://bit.ly/13o67if) including a few other times. We recently invested in the country and are presently looking at 3 deals in country.
Why GDP Numbers Are A Farce! [View instapost]
Betting On An Inevitable And Overlooked Crisis [View instapost]
Focus On Mongolian Mining Corporation, Mongolia's Flagship Public Company [View article]
Betting On An Inevitable And Overlooked Crisis [View instapost]
They will monetize because its the only politically feasible thing to do so I expect the currency will remain under pressure which will feed through into raising the cost of goods. Inflation doesn't need to ramp up much to flip the cards on the rationale for holding a 1% yeilding instrument in a 2% deflationary environment. Then we get a bond crisis but lets not get ahead of ourselves....we're not there yet.
Phnom Penh Water Supply Authority-The Second Coming Of Manila Water? [View instapost]
There will have likely been a seed round pre IPO. That's where we want to be.
Mongolian Growth Group: A Pick And Shovel But Not For Commodities [View article]
The question with regards valuation is a valid one naturally and I've had it posed to me since my business partner and I helped seed Mongolia growth group and participated in subsequent private placements.
What would you pay for an allocation of just over 1% of downtown UB real estate given that the historical perspective indicates it is likely to do what Almaty in Kazakhstan did?
I think that that is a clearer analysis to be made. I wont talk for other investors who participated in early rounds but I for one have zero intention of selling any of my stock. I could care less where it trades on a day to day basis to be quite frank. We'll see in 5-10 years time whether attempting to wait and get in an cheaper valuations was a good idea.