Emerging markets cash in on two foundations of good investments - investment value and investing belief.
Emerging investment value is the only proven feature that outperforms markets in the long run.
Belief is required to hold investments of value if they begin to fall or if they dramatically rise but still offer good value.
One belief that has [...]
Published on September 30th, 2007
Investment convictions bring benefits of a global life.
A reader sent this note in response to our series on how the younger generation is investing more I their convictions.
“Hello Gary, This is a good series of posts re the guy who accused you of silver spooning your kids. Maybe this was envy talking. I wonder why you identified [...]
Published on September 30th, 2007
The latest review of the five multi currency portfolios we created November 1, 2006 gives us three valuable lessons about, #1: short term shifts, #2: value and #3: emerging markets.
First note the performance of the Emerging Market Portfolio. The 2006 model Emerging Market Portfolio was up 114%. This year’s Emerging Market Portfolio has a similar [...]
Published on September 28th, 2007
Ecuador profits may be out of Fashion but Ecuador’s President may be good.
One frequent concern that readers express when they ask about Ecuador is about the political stability.
This is interesting for two reasons. First, most of these concerns come from Americans where I feel the political scenario is less stable than most.
Where else are other [...]
Published on September 28th, 2007
Investment convictions and work sum up our series on humanity’s evolution showed us yesterday how Steve Ells combined his imagination, passion and hard work with capital and experience from his dad to build a new type of
fast food…greener…healthier and more socially conscious than perhaps we baby boomers would have started 40 years ago.
His dad helped [...]
Published on September 27th, 2007
Investment profits in yesterday’s message looked at how mankind’s material success lets our children evolve to a higher investing, business and lifestyle consciousness and this is good. Understanding how the younger generation is acting more on its passions (than just seeking money) can help us figure out better places to invest.
Time Magazine’s October 1, 2007 [...]
Published on September 26th, 2007
A reader from Chicago sent this comment about last week’s “Profit in Convictions” message which noted how our children are thinking more about their passions than the money in choosing their careers.
“Gary, your children’s altruistic careers were no doubt helped along by your and Merri’s own teachings and philosophy, but I have to assume that your [...]
Published on September 25th, 2007
The latest review of the five multi currency portfolios we created November 1, 2006 and have tracked since shows how fast portfolios can recover and how quickly the US dollar can fall. This quick fall and fast recovery created a 297% rise in one of our model portfolios in just the last month. Here are [...]
Published on September 23rd, 2007
The latest review of the five multi currency portfolios we created November 1, 2006 and have tracked since shows how fast portfolios can recover and how quickly the US dollar can fall.
The Emerging Markets Portfolio which lost half its value from July 20 through August 17 has recovered all that loss and has risen and [...]
Published on September 23rd, 2007
Welcome to Autumn, officially beginning today.
This is a time of exquisite beauty here at the farm as the trees turn red yellow and gold.
However this is also a time to start looking more carefully at one’s lifestyle because autumn can bring on sickness, viruses, colds flu and more.
One way Merri and I enhance our immune [...]
Published on September 23rd, 2007