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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 […]

Chocolate Has New Latin King as Ecuador Overtakes Brazil

By Nathan Gill – Jan 21, 2014 Ecuador, where the fatty beans used to make chocolate have been grown since pre-Columbian times, is […]

America’s 10 most dangerous infrastructure problems

Pressing problems All things being equal, it would be better for the country to have less debt. Nobody seriously disputes […]

Ukraine’s Increasing Polarization and the Western Challenge

By Eugene Chausovsky, Stratfor, Just days before the Ukrainian crisis broke out, I took an overnight train to Kiev from […]

Seth Klarman 2013 Letter to Investors: The Truman Show

From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]

America’s new opportunity cities

When the going gets tough, Americans move around. That’s been the pattern, at least, for much of the nation’s history, […]

The Renminbi’s New Normal

By Teresa Kong, Matthews Asia, The gyrations in Chinese money markets in the last few weeks have caused much alarm […]

Ukraine and the ‘Little Cold War’

By George Friedman, The Next 100 Years, We must consider the future of Eurasia after the fall of the Soviet […]

Prosperous legacy for 2014

Dear Investors! Balkan Emerging Frontiers Fund generated 0.46% net return in November and 0.49% net return in December. It has […]