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ZEV Capital

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  • Mexico ETF: Attractive In Many Ways [View article]
    Dear PompanoFrog,
    Since I come from a science background I never really understood why Nassim Taleb despised finance MBAs so much as I read his books. Thank you for providing me a sample of what irritated him so much.
    You want a valuation of Mexico? You want 10 year historical data? You must be joking because the whole point of a Mexico investment thesis is that we are transitioning into a post-China manufacturing era. The author is one of the few people who considers demographics in his thesis and since demographics will dominate the future until the baby boomers die, the fact that Mexico is young is much more important than your jargon laden pseudo-intellectual babbling.
    Before I get too worked up, let me tell you what scientists call comparing valuations between various emerging markets. We call it comparing apples to oranges.
    Apr 19, 2013. 01:32 AM | 2 Likes Like |Link to Comment
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