Archives:
March 2014

Romania on the Right Track

Sometimes, change and reform don’t happen as fast as we’d like in some countries, and Romania has been one of […]

Russia Examines Its Options for Responding to Ukraine

By George Friedman, Stratfor, The fall of the Ukrainian government and its replacement with one that appears to be oriented […]

Russia-EU Trade Infographics

Illustration of Economic Interdependence By Pater Tenebrarum, RT and Der Spiegel have recently published a few infographics on trade between […]

REITs, Asset Allocation, & The Correlation Headwind

Morningstar’s Samuel Lee warns “that REITs’ diversification powers are down and so are their expected returns.” Maybe, but it’s premature to dismiss […]

The Best Investor You’ve Never Heard Of

FROM A NONDESCRIPT APARTMENT IN DES MOINES, JOSEPH ROSENFIELD–A LONGTIME PAL OF WARREN BUFFETT–HAS TURNED $11 MILLION INTO $1 BILLION. […]

How China (and the Rest of the Emerging Markets) Spend Today

By Matthew O’Brien, The Atlantic, After 30 years of catchup growth, consumers around the world are starting to look more […]

How to become a better investor

I love to run.  I enjoy being outside, and pushing myself both physically and mentally.  Running fills both of those […]

Venezuela Hyperinflation Report

National Inflation Association 2014 Report on Venezuela: http://www.inflation.us/venezuela.pdf

Like Houdini, the Markets Escape Again and Again

By Stephen C. Sexauer, Allianz Global Investors, The Hungarians who fled Budapest in the 1930s have changed the world. This […]

Wall Street’s Brightest Minds Reveal Their Best Investment Ideas For The Next Decade

Most agree that we have witnessed the end of a massive, three-decade bull market in bonds. Some are also skeptical […]