Ever had an investment hunch that you ignored? Next time think twice. Quantum scientists are quietly proving that intuition and prosperity go hand in hand. Studies in non-linear dynamics (also called Chaos Theory) suggest there is more to our gut feelings than we think.
The last two messages focused on the pros and cons of [...]
Published on December 22nd, 2003
We have been looking at the pros and cons of soy. (See yesterday's article for more on this). To find out more about the environmental impact of soy production versus beef, I turned to the National Wildlife federation and an excellent field educator and researcher there who also happens to be our son. I asked [...]
Published on December 19th, 2003
Three problems plague much of the Western world. We eat too much meat, drink too much coffee and pollute our bodies and
environment as well. Yet its darn inconvenient to stop! Everywhere we turn we are tempted. Many of us are addicted to these substances early on. The marketing and media establishment bombard us with [...]
Published on December 18th, 2003
On my recent business trips to UK and the Far East many of you asked me to send out a short message when we take action in the market in instruments that are equity linked but still are an alternative to direct equity holdings.
So here is part of what we are doing this week:
New issues [...]
Published on December 17th, 2003
eClub advisor Andy Kaegi has a Swiss Portfolio update that first requires most of us to gain an education. His updated portfolio
is full of BLOCS and GOALS. Here we look at GOALS.
GOALS are investments that do well in flat markets. GOALS is an acronym for “Geld Order Aktien Lieferung” which in English means
“Cash [...]
Published on December 16th, 2003
eClub advisor Andy Kaegi has a Swiss Portfolio update that first requires most of us to gain an education. His updated portfolio
is full of BLOCS and GOALS. Here we look at BLOCS.
BLOC means Buy Low or Cash. A BLOC is an investment where you acquire an underlying investment at a discount.
At maturity of [...]
Published on December 15th, 2003
Now may be the time to reduce holdings of Hungarian forints, but a time may come when investing in them will present a bargain.
Here is what happens to the multicurrency sandwich if the Hungarian forint crashes and is oversold versus the Euro and Swiss franc, but keeps its high interest rates. Assume you already have [...]
Published on December 5th, 2003
A multicurrency sandwich portfolio is one of the safest means of currency speculation and is based on using existing assets, stocks, bonds, international stocks and bonds and such to take advantage of interest rates distortions. These collateral loans give leverage that can earn pure, extra profit above what that the original asset earns, when you [...]
Published on December 4th, 2003
We just received a warning from Thomas Fischer at Jyske Bank that the Hungarian currency is collapsing. Read this warning and then let’s see how this can create international investing opportunity soon. Here is Thomas’ message:
“The Hungarian forint is running into a forex storm as the currency has weakened considerably over the last couple of [...]
Published on December 3rd, 2003
Many recent messages have looked at the importance of doing good to the environment as we do business and invest. One area of focus has been about whether it makes sense to drill for oil in the Arctic National Wildlife Refuge and whether there is enough potential oil (and the need) to risk harming the [...]
Published on December 2nd, 2003