Weekly dispatches
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
The world's best investors (3-part series)
Time to "short" coronavirus vaccines?
Capital controls - a return to the 1970s?
Investing in Poland (3-part series)
A new oil boom in the Falkland Islands
Venezuela - a multi-bagger recovery play?
European bank stocks - a surprise winner of higher interest rates
Pinelawn Cemetery - making a fortune from "land share certificates"
Blogs to watch (part 20): Yet Another Value Blog
A value investor who is a portfolio manager and loves to write – sounds familiar? Andrew Walker’s blog should resonate with many of my readers.
How to invest in frontier countries (part 3): Iraq
Is now a good time to look at Iraqi stocks? Can ordinary investors participate? I set out to investigate.
How to invest in frontier countries (part 2): Uzbekistan
There is a backdoor route to investing in Uzbekistan’s best growth companies. This investment will sell out soon.
How to invest in frontier countries (part 1): Iran
Iran has one of the world’s cheapest stock markets as well as fast-growing tech companies. For experienced, non-US investors, here are two options how to get in.
Blogs to watch (part 19): 10-K Diver
Keen to learn about finance and investing, but don’t have the time to read books? 10-K Diver will help you learn through truly “bite-sized” lessons.
Do you want to become a fund manager? Vauban might be for you
Setting up a new investment fund might just have become a lot easier. If you want to create or manage your own fund, check out fast-growing British start-up Vauban.
Should insider trading be legalised?
A rare book from 1966 makes a case for the seemingly unthinkable. Its controversial thesis may gain traction.
“The International Stock Exchange” is about to take off – catch it while you can
A year ago, I reported about the stock exchange of the Channel Islands. The current valuation of the cash-rich and highly-profitable company is almost too good to be true.
Using my global network as your eyes and ears on the ground
If there is a chance to invest alongside clever people who have made billions by spotting investment trends earlier than others, why not latch onto them?
Blogs to watch (part 18): Mostly Borrowed Ideas
Mostly Borrowed Ideas is such a good blog that it might render me unemployed. Quite a few of my readers may subscribe there instead.
Bougainville Copper – new game, new luck?
Every other year, the controversial shell of a company attracts another major round of speculation. Is it about to happen yet again?
Will exploding food prices help Argentina to a 180-degree turn?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
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