Japan's economic downfall creates internet opportunities now.
If my theory in yesterday's message is correct that Japan is suffering inefficiency because of a lack of new ideas ***then there is a great niche business opportunity in Japan. There must be thousands of little things we do in the U.S., Europe, Asia, ANZ, etc. that would be [...]
Published on August 19th, 2001
An article in the Financial Times indicates that the top opportunity for Argentine bonds may be near.
I am delaying the sending of my intended message about opportunity in Japan because of an at article in the Economist
The article is entitled war of nerves and says "Several days of negotiations between Argentine officials and the [...]
Published on August 18th, 2001
The errors of Japan's ways create great opportunity.
The first great opportunity that Japan's downfall has created has been going on for a decade now which is to borrow Japanese yen. Right now you can borrow for less than 2%!
Plus there is a big chance that the value of the yen will fall. An article by [...]
Published on August 17th, 2001
Our most recent messages looked at Top Value major and emerging markets, but did we miss Japan?
Our recent messages did not look at Japan one of the major markets in the world. This fact was brought home when a reader sent this message.
"Gary, I think it is important to point out to your readers a very [...]
Published on August 16th, 2001
Emerging markets may offer the best risk reward ratio of all markets now. But which emerging markets offer the best value?
In the last three messages we looked at the importance of investing in value markets today:
See:
http://www.garyascott.com/investing/346/
http://www.garyascott.com/investing/344/
http://www.garyascott.com/investing/343/
We saw how Jeremy Gratham (one of the top fund managers in the U.S.) feels that emerging markets offer [...]
Published on August 15th, 2001
Which international markets might be best now?
Our last two messages looked at the views of value expert Jeremy Gratham who is a Boston-based money manager to which institutions and individuals have entrusted $22 billion. He is one of the most respected U.S. fund managers and is best known for his acumen in relative values represented [...]
Published on August 14th, 2001
Blackberries and corn are ripe here and this can mean something special for you!
Merri and I are picking the ripe, succulent wild mountain blackberries every day now. We harvest enough to make at least one longevity cobbler a week all year long! Right now we have so much more and many delegates tell us they [...]
Published on August 13th, 2001
Here are more investing ideas from one of the world's most respected investment managers.
Last message we introduced an article from Barron's that interviewed Jeremy Grantham one of Wall Street's most respected investment managers.
One of the comments that Grantham made in that interview was that Timber isthe only low-risk, high-return asset class in existence because people [...]
Published on August 12th, 2001
Here is some sage advice from a very wise and proven investor!
We can gain some excellent information from this week's Barron's. Thereis an interview with Jeremy Grantham a Boston-based money manager to whichinstitutions and individuals have entrusted $22 billion, Grantham isone of the most respected U.S. fund managers and is best known for hisacumen in [...]
Published on August 11th, 2001
A reader's notes plus a USA article gives us some investing food for thought.
Here is what a reader wrote:
Dear Gary, I read your article about mass action by boomers perhaps (likely?) affecting the Dow, and I've got to agree. More worrisome, however, is that all of the boomers will want / need to sell their [...]
Published on August 9th, 2001