Texas is becoming a serious competitor to New York and California – here is why investors should take notice.
Texas – a “country” to invest in?
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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
Rebuilding Ukraine - 99 stock ideas for a peace deal
Panthera Resources - multi-bagger legal claim?
How to buy into the world’s cheapest real estate
Texas - a “country” to invest in?
The Metals Company - a multi-bagger if Trump aims for resource autarky?
50 things I now know about investing because I am 50
The craziest (unknown) European banking stock
Amentum and the power of my global readership
Dead newsletter authors you can learn from
ZIGUP - acquisition target with 100-200% upside
Turkey – taking stock in times of change
Turkey was the world’s best performing stock market last year. However, it’s an opaque, complex market. Learn more about it – or join our investor trip in May 2023!
EdiliziAcrobatica: Italy’s money-printing rope acrobats
An Italian firm is revolutionising the use of ropes to make building maintenance faster, cheaper, and safer. Expect EdiliziAcrobatica to get a lot more attention soon.
Dinosaur skeletons – an emerging asset class?
Rare collectibles like fine art, whiskey, and vintage cars have dramatically risen in value. Will dinosaur bones join them?
OTC Markets Group – more than just an interesting stock
For its shareholders, OTC Markets Group has been an incredibly lucrative operation. Plus, it’s always worth to sift through its 12,000 (!) listed securities.
British stocks – the lion is roaring again
More money than ever is being pumped into British stocks. Here are 24 stocks to help inspire your own research.
LVMH stalking Richemont – the global hunt for luxury brands
M&A activity in the luxury goods industry is kicking off in earnest. What are the runners and riders?
Lebanon’s distressed debt opportunity
Distressed Lebanese bonds could easily double or triple in value. Is it time to start building a position?
Credit Suisse: moment of maximum pessimism?
After years of never-ending disappointments, hardly anyone even follows Credit Suisse anymore. A low-down on the bank and its stock.
Zeitgeist, turning points, and the value of forgotten truths
Why does the zeitgeist matter to investors? How can you spot major market junctures? What are recent examples where investors benefitted?
3 ideas to profit from “Peak Climate Change Hysteria”
What if the climate change debate is already past its peak? Changing perceptions could make for exciting investment opportunities.
Copper – a looming shortage?
The world is racing towards a potentially massive copper shortage. Which conclusions should investors draw?
The Lottery Corporation – a unique asset
Owning a lottery is akin to owning a money printing license. Thanks to a little-noticed spin-off, you can now buy into a pure-play lottery company in Australia.
