Thinking Long Term
I spent most of the Patriots Redskins game yesterday working on a 2012 outlook article for Seeking Alpha. I had answered one question for Saturday's post and then the other 19 yesterday. This was interesting in terms of comparing how I answered the que...
The Big Picture for the Week of November 27, 2011
Yesterday, my reading took me to a revisit of a few themes that I have written about over the years which brings up a point worth mentioning that coincidentally came up during my visit to Maryland last week. The themes in question are Scandinavian bank...
Thinking Loooooooong Term
Last weekend I had a post up that tried to poke holes in the Five Stocks to Hold Forever types of articles. In that post I mentioned in passing that while we don't have to pick five of anything to hold forever, it would make more sense to think about t...
Are You an Investor or a Trader?
Over the weekend a reader left a comment on the Seeking Alpha version of an old post that mentioned Adecoagro (AGRO) in passing. AGRO is the Latam farming stock that recently went public. George Soros has been involved with the name. It is as interesti...
This Could Be Interesting
I found a lot of things to tie in to yesterday's post about Investing Where It Rains. Of course choosing to invest where it rains is a theme of sorts, really a subset of a theme. As I've said many times before the big idea here is finding areas where w...
Invest Where It Rains
Almost since the start of this site I have been talking about how important I think the water investment theme is. There is simply not enough potable water in the world. The near term consequences are tragic for certain countries but the long term real...
More "I Will Never Buy Stocks Again"
CNNMoney ran an article with some statistics about how a preponderance of people surveyed will never buy stocks again. The comments I read at the bottom of the post angrily decried the extent to which the stock market is a scam for various reasons.Ther...
China’s Consumption of Resources
The table comes from Jeremy Grantham via Barron's. Grantham expects an explosion upward in the commodity space for many of the reasons that many others do.The numbers on the table are new to me and quite eyeopening in terms of item after item with such...
The Big Picture for the Week of May 15, 2011
Following up on yesterday's mid-morning post, the ETF industry has kicked things up a notch in the last few days in a way that I believe is a net positive in terms of some new funds and filings.As mentioned yesterday Van Eck came out with the Market Ve...
Uranium and Fish
Doug Casey sat for an interview with a site called The Energy Report that was rerun on Seeking Alpha. They interview covered a lot of ground and I wanted to hit a couple of the highlights as they could be thought provoking.Based on the interview (I am ...
The Big Picture for the Week of February 27, 2011
One of the building blocks for successful country selection over the last few years has been to pick places where a middle class is ascending where there previously had been no middle class. I believe this theme will have legs for many years to come an...
Sunday Morning Coffee
This week's Barron's featured the final installment of the Barron's roundtable which included Marc Faber's picks. I find his commentary in this event to be most useful for what I'm trying to do in terms of learning about new (to me) niches or maybe lea...
