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RbarPNW

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  • Frontier Markets, With A Focus On Mongolia [View article]
    Interview with Mongolia Growth Group executives Harris Kupperman and Paul Byrne:
    http://bit.ly/1eTtCdf
    Apr 19 07:21 PM | 1 Like Like |Link to Comment
  • You Go Girl; Janet Yellen Gives Gold The Beat Down [View article]
    7) Peter is wrong, the US dollar will not collapse, it will rally with higher interest rates.
    NOTE: The strongest currencies pay the lowest rates. Gold is a prominent example; it doesn't need to pay interest at all. In fact, you pay to store and insure it. Weak currencies pay high rates or else nobody would own them. That is the reality of foreign exchange markets.
    Mar 24 09:53 AM | 3 Likes Like |Link to Comment
  • 5 Questions With Harris Kupperman, CEO: Mongolia's Next Stock Going Up? [View article]
    Jon, I didn't see your article until you posted it in another forum. I had heard that you would not be allowed to write about companies whose stock you owned, so I was glad to see that you can at least interview their CEOs.
    Mar 22 11:45 AM | 3 Likes Like |Link to Comment
  • Frontier Markets, With A Focus On Mongolia [View article]
    Jon, thank you for getting the interview out so quickly; it was an interesting read.
    Mar 22 01:34 AM | 1 Like Like |Link to Comment
  • Frontier Markets, With A Focus On Mongolia [View article]
    Harris Kupperman interview about new Mongolia Growth Group CEO, Paul Byrne:

    http://bit.ly/1gOR3T9
    Mar 21 09:11 AM | 2 Likes Like |Link to Comment
  • Frontier Markets, With A Focus On Mongolia [View article]
    Talk of a unified Korea reminds me of the hype about Cuba going free market post-Castro. Events move so slowly until they don't.
    A person who understands Korean culture for better than I do assures me that the chances of N. Korea unifying with S. Korea under a female President are zero. I have no idea, but this person was adamant.
    I credit Jame Gruber for reporting that the citizens of Korea did come together to support the won in the Asian financial crisis. I have heard that from people who were there.
    If and when the yen breaks, the won will react.
    Mar 10 09:23 PM | Likes Like |Link to Comment
  • Gold Price Set To Resume Its Long-Term Upward Trend [View article]
    The global financial crisis of 2008 was a near collapse; I do think the risk of another financial crisis is non-trivial.
    One reason the stock market's levels are so high is because the unit of account has been inflated.
    In a single Google search, this chart of dollar depreciation caught my eye:
    http://bit.ly/1k90jC6
    Mar 10 01:08 AM | 3 Likes Like |Link to Comment
  • Gold Price Set To Resume Its Long-Term Upward Trend [View article]
    Gold may move up or down in the short term. There will always be clearer trends to chase. Trends may be a reason to trade it, but trends are not the basis for an investment strategy that includes gold. Not owning gold is like not having fire insurance. Gold is the #1 alternative to the U.S. dollar worldwide. By the time the dollar is on fire, gold will be prohibitively expense. Quantitative Easing ad infinitum will fan the flames, later if not sooner. Tapering is political posturing.
    The dollar may benefit from a crisis in the Japanese bond market or the next Eurozone weekend central bank bailout.
    For gold to be seasonal, currency crises would have to be seasonal.
    <enough>
    Mar 9 06:31 PM | Likes Like |Link to Comment
  • Frontier Markets, With A Focus On Mongolia [View article]
    Nick Cousyn's (BDsec) overview of the new Mongolia Growth Group CEO:
    http://bit.ly/MSjT9h
    Mar 6 08:42 PM | 2 Likes Like |Link to Comment
  • Mongolia Weekly Update [View instapost]
    This strikes me as another sign that the vast mineral wealth of Mongolia will be developed over the course of a life time. Rather than speculate on the potential mining winners, there must be a way to invest in industries that will benefit from Mongolia's robust continued economic growth. How might one find a way to leverage such a boom? Invest in the MSE? taxi cab medallions?
    Mar 1 02:13 PM | 1 Like Like |Link to Comment
  • Frontier Markets, With A Focus On Mongolia [View article]
    Laurence,
    Any comments or insights on how the Fed's policies have helped stoke the sharp drops in emerging country currencies? The Tugrik is a relative bargain.
    Feb 28 09:56 AM | 1 Like Like |Link to Comment
  • Mongolia Weekly Update [View instapost]
    US$ could benefit from any number of foreign financial crisis and timing Tugrik purchases is a pure parlor game. Continuing to average-in would be more appealing for a long term holder.
    Owning BDSec on the MSE would have more potential; I have no idea about the various brokers.
    Jon, I hope you benefit as much from writing this blog as much as we readers enjoy it. The blog must motivate you to pursue things that you'd otherwise set aside.
    Feb 24 10:27 PM | 4 Likes Like |Link to Comment
  • Frontier Markets, With A Focus On Mongolia [View article]
    Laurence,
    Can you speculate on the forthcoming price increase in MGG's property holdings assessed value in their 2013 Annual Report? The 2012 valuation was made during a slump in prices.
    Your collection of information and links here relative to Mongolia is greatly appreciated. So is your even handedness in dealing with the occasional odd comment.
    Richard
    Feb 23 12:18 PM | Likes Like |Link to Comment
  • Forget The U.S., Go Overweight Japan In 2014 [View article]
    The smartest money in Japan is looking for non-Yen investments. Capital investment needs safety, not a burning theater.
    Dec 16 09:50 AM | 2 Likes Like |Link to Comment
  • Energold: Drilling The Frontier [View article]
    Energold's moat includes its global presence which is an expensive and time consuming net to build and maintain.
    This is what will drive Energold and other drillers:
    http://bit.ly/16wdAed
    And fwiw, Energold has grown beyond the man portable rigs with Bertram and Dando.
    Sep 24 10:26 AM | Likes Like |Link to Comment
COMMENTS STATS
38 Comments
42 Likes