Twenty delegates just completed our Inspired Investing course with Teddy Christiansen (Jyske Bank) and Steve Rosberg (Highoak Finance). One opportunity we reviewed was the potential of Argentina bonds that now pay up to 26% per annum for as long as 27 years. What's the catch?
Argentina is in its third year of recession and is riddled [...] [Read
20% a year for 27 years?]
Posted on 31 July 2001.
A message about Gold from eClub member George hits the nail on the head but is unclear of the concept.
Here is a message from a reader named George in response to our currency terror messages.
"Dear Gary: Inquire about what is included in the [...] [Read
Manipulation in Markets]
Posted on 29 July 2001.
Here is one of the most important lessons about markets learned in the last 35 years.
In the last four messages we have looked at what might happen with currencies next. Yet some of the finest economic and investment minds in the world have taught me we never know what markets, currencies and investments [...] [Read
Reality Check]
Posted on 28 July 2001.
Contrarian theory is usually right. See why this may create a case for investing in Argentina now.
Last message we looked at several factors affecting emerging currencies, inflation, current account and foreign reserves. We did not mention external debt. When a country has more debt than it [...] [Read
Why Argentina may make sense]
Posted on 27 July 2001.
In our last two messages we have looked at the major currencies and potential currency instability. Now let's look at emerging currencies where we can earn up to 26.04% on real short term deposits!
We use the same system to analysis emerging market rates of return. We deduct inflation from current [...] [Read
Best Emerging Market Currencies]
Posted on 26 July 2001.
Here is the startling and somewhat frightening economic thought our research for the Inspired Investing course here at the farm unveiled.
Recently an EClub member asked me this question.
Hi Gary,
Question: When is the almighty U.S. Dollar going to sink? It is no wonder that the US Economy is starting to falter. It is [...] [Read
More on Currency Terror!]
Posted on 25 July 2001.
We have a full house for our Inspired Investing course this weekend. As we prepared my global economic update some startling and somewhat frightening economic figures appeared.
One of the objectives of this course is to figure out which currencies might be strongest over the months ahead. To do this we look [...] [Read
Currency Terror!]
Posted on 24 July 2001.
International Business Made EZ Chapter Two – Session Two
Use collapsible overheads to protect your real wealth. A recent article n USA Today entitled "Outsourcing Business Steps Up As Economy Slips" by Jon Swartz. This article shows that the downturn has prompted more companies to hire others to handle their information [...] [Read
International Business Made EZ 2001, Lesson 3]
Posted on 22 July 2001.
Here is the regular portfolio update from eClub advisor Andy Kaegi.
Date: July 19, 2001
Possibilities in the markets
We update this paper at irregular short term intervals based upon our internal buy and watchlists and make it available to interested parties by email. These comments are for informative purposes only. They do not cover all of [...] [Read
Global Portfolio Update]
Posted on 21 July 2001.
A message from eClub advisor Steve Rosberg points out an economic fact you should not ignore.
Here is a reply from Steve about our last message on health and wealth.
"Gary, your message on health and wealth comes just as I was thinking that we should consider the incredible psychological impact a recession has on [...] [Read
Stampede]
Posted on 20 July 2001.