Category Archives: Investment Strategies

Introduction For the last year, the outpouring of writings on the Eurozone crisis has been huge. For some time, my view has been that it should be broken up because it is dysfunctional as an economic unit. In essence, we … Continue reading →

Introduction Since May 2009, I have recommended investments in emerging market countries. In part, I did this to bet against the dollar. But also, emerging market countries’ growth rates were high – they had middle classes whose growing demands would … Continue reading →

Introduction I never had much use for financial ratings. I view them as second best reference points for lazy financial sector workers and people who are unable to research investment possibilities on their own. And as we learned in the … Continue reading →

Introduction The world became pre-occupied with economic recovery, but then we had a coal mining disaster and a massive oil spill, reminders that our energy problems have not gone away. The global recession caused energy use to fall in 2009 … Continue reading →

Introduction Several points about equity markets:  They are growing globally. An increasing number of equity trades are computer driven. A primary activity of private equity firms is to take publicly traded companies private. In the US, the Sarbanes-Oxley Act passed … Continue reading →