anvor

On Country Selection

What the heck did Roger meant by this?: "One thing to remember here is that in the last few years foreign markets have dramatically outperformed US markets which creates the opportunity for confusing genius with a bull market."

Eastern Europe: The Worst is Yet to Come

Of the three Baltic countries, Estonia should be the more difficult to sink - economically and even linguistically it is tied to Finland, which incidentally was instrumental in Estonia's economic "miracle" of the last decade. Thus, if a currency attack comes, it might be against the latvian lat, not estonian krona. Or, perhaps, the other way around.:)