The Chinese Conundrum
In Part I of our extended look at the current investment world of China, we took great pains to offer a balanced view of the strengths and weaknesses of China, …
Read MoreIn Part I of our extended look at the current investment world of China, we took great pains to offer a balanced view of the strengths and weaknesses of China, …
Read MoreFor untold centuries, the annals of Western Civilization have repeatedly described the fascination that China and “the Orient”[1] have held for explorers, …
Read MoreThe other day, I ran across a couple of interesting charts and decided to send them, without any context, on to an overseas colleague to solicit some analysis …
Read MoreThose accustomed to reading these articles are well aware of my consistent warning regarding the importance of Risk Management. I suspect that, within a …
Read MoreHere is an interesting twist on the concept of “economic moat”[1]. Government privatization actions usually lead to some form of “de jure monopoly”[2], …
Read MoreCan a classic rock and roll song doom a namesake restaurant chain to a lingering, painful death? Of course not, silly! However, two corporate developments …
Read MoreIn Part I, we highlighted the chart below, contrasting the past twelve months performance of the S&P 500 Index with that of one particular single-nation ETF: …
Read MoreI must start with a “full disclosure” caveat. “Horror” is a very subjective term. What Jack or Harold might consider a “horror movie” could …
Read MoreWith the S&P 500 Index up about 25% over the prior twelve-month period, a number of investors are searching for sensible ways to diversify, without entering …
Read MoreJust days ago, we posted a detailed article regarding the impending IPO for Twitter Inc. (TWTR). After we provided a good deal of background information about …
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