Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
NAME: Martin Lawrence - live outside Glasgow (Scotland UK) - it's part of a small island somewhere on the edge of Europe - where we drink brown water from peat bogs (whisky), the men wear skirts (kilts) and the family meal consists of a sheeps bladder filled with offal (haggis).
Before our recent introduction to synthetic materials, the bladder was also used for football games as well as meals.
Inexperienced & amateur retail investor who plays only with own money.
Aspire to longer term safe(r) haven investments (if there is such a thing) - still not even close to one yet.
Currently only invested (really just pure gambling) in stocks - mainly coal, oil sands, palladium, potash, very limited U.S. tight gas (would like to add possible agricultural & gas plays in the future).
Really need to diversify to avoid 100% exposure to stocks. I avoid tech stocks like the plague - I just can't relate / understand intangible FANG investments. Actually, if I'm honest, I'm in total despair at the valuations placed on tech sector / compared to Global mining - has everyone lost the plot? Then again, there are the minor debt issues in the commodities & energy sectors - why do senior management have to keep making the same mistakes and at the same times (acquisitions, perpetual expansion, wishful thinking & too many Power Point presentations, all at the peak of cycles).
Someone, please, make an in-depth, detailed documentary called "The Unnecessary Demise of Peabody Energy" - all CEO's will be forced (at gunpoint if required), to watch said documentary.
During our short summer months, I like to drive my Mexican beetle & wonder why other cars are so complex now - sometimes the simplest ideas are the best (the Beetle did last 70 years - 2003 final production - despite being looked down on as primitive & outdated). Adding software to cars just gives you problems you don't need & can't fix (VW & Toyota will testify to that). I get nightmares, that one day I will get into a driverless car, only to discover that it's controlled by the latest version of MS Windows operating system - that has to be a scenario worse than a complete Global economic meltdown. I am employed by a German company in the construction industry (whilst we cling to the remnants of an economy with serious debt issues).