San Francisco is a global symbol for “progressive” policies leading to an urban hellscape. Is now the time for contrarians to dip in?
San Francisco real estate – a proxy for the death of woke?
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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
Finding bargains, no matter where they hide
There is an entire world of opportunities beyond the FAANG stocks. Up your long-term investment success by identifying the industries and countries that are cheaper to buy into than ever before.
Argentinean money lessons – Germany, take note!
Argentina’s debt crisis delivers useful lessons for investors. How to apply common sense to spot risks and opportunities in long-term equity investing?
Gazprom: What you should know about the world’s cheapest major energy company – in 94 pages (Research Report #1)
In my new in-depth report, I am reporting a whole range of little-known facts about Russia’s no. 1 public company. If you thought you knew Gazprom, you’ll have to think again!
I was faster: How my e-letter beat the Wall Street Journal
I anticipated a higher-than-expected, soon-to-be-launched bid for Belmond Ltd, the luxury hotel operator. LVMH just made a $2.6bn offer for the company!
Don’t cry for me Argentina – the Buenos Aires stock market as top performer in 2019?
Is now the time to invest your money into Argentina and does the country have a chance to become the top-choice of investors in 2019?
Sotheby’s as a reliable recession indicator – and the time will come when to buy this share
Sotheby’s shareholders seem to have a sixth sense for an impending crisis. With its share price currently falling, you better keep it on your watch list.
The Orient Express – who hears a lucrative bid coming?
The Orient Express is up for sale. Could there still be a quick profit to be made, even with the proposed takeover price already being public?
Risk-free profits on the German stock market – they do exist!
Is there any such thing as making money without taking undue risks? Find out in this acecdote from the German stock market.
Looking forward to your pension? Time to wake up to the truth
With a $400 trillion pension funding shortfall looming, what should you brace yourself for – and how can you escape as much as possible?
Xmas in Argentina, and a worthy target for a break-up
How did Argentinean farmland holding CRESUD manage to produce zero return for investors despite spiraling farmland values?
The Aston Martin IPO – how 007 glamour blinded gullible investors
What went wrong, and why the lessons learned matter to anyone who has ever considered subscribing to an IPO placement of a reputable company.
Significantly undervalued? The Eurotunnel – and what its share price says about Brexit
A growing income stream and prospective dividend payments make the Eurotunnel share an interesting bet to safely stash money away.
