Contrarian Investor
At one time or another, every country could have been classified as “emerging.” Back in the 1800s, the Western part of the United States was called the “new frontier.” Investors purchasing farmland …
Continue Reading about A Quarter Century of Emerging-Markets Investing (Mark Mobius) →
Every first quarter of the year, the Spanish firm Bestinver Asset Management holds its annual meeting with investors. This year, the meeting had to be postponed until 16 April (from 4 March) because …
Continue Reading about What is the “Warren Buffett of Europe” Up To? (CFA Institute) →
In the face of mixed economic data and at a critical inflection point in Federal Reserve policy, the stock market, heading into 2014, resembles a Rorschach test. What investors see in the inkblots …
Continue Reading about Born Bulls and Dot-Com 2.0 (Seth Klarman) →
I can sum up my message by reminding you of Will Rogers’ famous advice: “Don’t gamble,” he said.“Buy some good stock. Hold it till it goes up…and then sell it. If it doesn’t go up, don’t buy it!” …
Continue Reading about 16 Rules for Investment Success (Sir John Templeton) →
Over the past few weeks, we've seen significant volatility in the markets, which has spooked some investors, but is also something we have become accustomed to. Markets generally (not only emerging …
Continue Reading about Getting Comfortable With Volatility (Mark Mobius) →
Almost anyone can agree with the basic tenets [of healthy living] – eating more vegetables, choosing only clean, organic meats, and getting plenty of sleep and exercise is fairly acceptable to the …
Continue Reading about The Definitive Guide to Saturated Fat (Mark Sisson) →
