Oxstones Investment Club™By Sharon Kahn , From Chazen Global Insights, When most of us think of “breakout nations,” the BRIC juggernauts come [...]
Bric stocks: their time will come (soon)
by Stefan Wagstyl, From FT Blog, The underperformance of Bric equities is becoming an embarrassment for investors who are long [...]
How to play resource scarcity
By Melissa Shin, From http://www.advisor.ca/investments/market-insights/how-to-play-resource-scarcity-113413 By 2050, it’s all over, says Jeremy Grantham: we’ll have either used up all cheap [...]
BEF FUND – Successfully finished month – 10.38% return in three months!
Balkan Emerging Frontiers Fund made 0.59% net return in February and 3.14% net return in March. Net YTD return in [...]
Jim Rogers Bullish on Water-Tech Investments, Russian Ruble
From Money News, Jim Rogers, who co-founded the Quantum Fund with George Soros in the 1970s, is exploring the world [...]
Russia Is Next In Line To Restrict Cash Transactions
The Russians are taking a page from the Europeans book (and not a positive one for libertarians). Given the substantial [...]
Wood – The fuel of the future? Environmental lunacy in Europe
From the Economist, WHICH source of renewable energy is most important to the European Union? Solar power, perhaps? (Europe has [...]
Bullish on Coal: Contrarian Dream or Nightmare?
If there is one great American industry that has been left for dead, it is the U.S. coal industry. With [...]
BRICS and China’s Aspiration for the New “International Order”
By Yun Sun, Brookings Institute, The destinations of new Chinese leader’s first foreign tour are always carefully chosen and reflect [...]
Risk Unrewarded as Emerging Stocks Lag Behind Most Since ’98
By Michael Patterson and Inyoung Hwang, Bloomberg, The link between risk and reward in stocks is breaking down as emerging [...]
