Insecurity Analysis helps you learn from great investors. Its truly unique approach involves dusty archives and long-forgotten material.
Weekly dispatches
5 promising takeover candidates in Britain
The weak pound sterling makes British companies even cheaper for foreign bidders. What are the likely bid targets?
The strong ruble – what is it telling us?
Russia’s ruble was supposed to turn into “rubble”, but it became a “double” instead. How does this impact private investors?
Gazprom & Co: what to do with Russian ADRs?
Russian ADRs are getting delisted from Western exchanges. What will happen next? Here is what we know so far.
Capital controls – a return to the 1970s?
We thought we had left behind restrictions on the international movement of capital. Will they make the same kind of comeback as inflation just did?
Investment finds in Ecuador
Ecuador might not be on the radar of equity investors, but its host of natural resources and tourism make it worth a closer look.
Blogs to watch (part 27): Young Money Blog
How can you prepare your children for managing wealth? Iona Bain and her Young Money Blog have the answer.
Peak problem – is the worst over yet?
Risk of nuclear war, record inflation levels, and potential energy shortages. Are we at the point of maximum market pessimism?
Ukrainian agriculture stocks – land for 15 dollars an acre?
There are six Ukrainian agriculture companies that you can buy shares of, even now. Are they the ultimate crisis bargain?
Bougainville Copper: it’s looking serious this time
After many false starts, the eventual reopening of the giant Panguna copper mine in Bougainville could finally be getting closer.
Blogs to watch (part 26): QTR’s Fringe Finance
“Quoth the Raven” is one of the world’s most successful investment blogs, and deservedly so. I read every single article its author, Christopher Irons, publishes.
Roman Fuzaylov on opportunities in the wake of the Ukraine crisis
Roman Fuzaylov, fund manager at Prince Street Capital Management, sold all his Russian stocks on time. I picked his brain about his view of the world and investment ideas.