Autumn starts tomorrow and sends me right back fifty years….I remember.
The carnival excitement in a supermarket market lot! A chill sped by the thrill of being with young friends…and more.
This was 1958. I was eleven and stood watching a Ferris Wheel spin its majesty at the grand opening of a new Fred Meyer store. (Fred [...]
Published on September 22nd, 2007
This series is reviewing ideas gained at the Jyske Bank Global Economic Seminar in Copenhagen . I have added a special US dollar warning. See why below.
One of the speakers joining me at the Jyske Copenhagen course was Andrei Kozyrev, the foreign minister of the Russian Federation for Boris Yeltsin from 1990 to 1996. After [...]
Published on September 21st, 2007
Last Saturday’s message looked at how our family is spread round the world and how our children have sent us three economic messages. We looked at the first which was how the children are spread globally- Africa, London , Leeds , Florida and Portland . The first economic story we saw is that families are [...]
Published on September 20th, 2007
This series is reviewing ideas gained at the Jyske Bank Global Economic Seminar in Copenhagen .
One of the speakers was Rolf Jensen, author of the “Dream Society”. This was an exciting speech I could hardly wait to hear as Jensen’s book has been on my core reading list for years.
Jensen is a futurist, the chief [...]
Published on September 19th, 2007
Emerging markets generally fall fastest in times of turmoil. Yet they are (and have been for the past decade) the fastest growing equity investment sector. You can see how fast they can dip from the sudden drop in August.
From August 10 to 17, both the Swiss Samba (invested in Latin bonds and equities) and the [...]
Published on September 17th, 2007
International Investments Major Market Value Analysis - August - September 2007
The best way to create long term investment profits is to get good value in the shares you buy.
One way we keep track of value is to follow the analysis of our friend, Michael Keppler. Michael continually researches international major stock markets and compares their [...]
Published on September 16th, 2007
Autumn started here, in the Blue Ridge , today.
Describing the phenomenon is hard. Overnight there was some subtle difference in the air. A mellow, sweet chill began singing an almost indistinguishable siren call, reminding of days past when returning to school held exciting yet bittersweet tones. “Languid summer’s gone”, [...]
Published on September 16th, 2007
May we share a weekend thought about why Merri and I are among the luckiest people in the world. This good luck is not because business and investing are good, or because we live the life we desire. Nor is it just because we are in great health and in our 60s [...]
Published on September 15th, 2007
This series is reviewing ideas gained at the Jyske Bank Global Economic Seminar in Copenhagen .
The third speaker on day one of the seminar was Per Hansen the equity strategist for Jyske Bank. He is one of the most cited Danish strategists and has extensive experience with media and investor communication.
Per’s message [...]
Published on September 14th, 2007
This series is reviewing ideas gained at the Jyske Bank Global Economic Seminar in Copenhagen . Yesterday’s message reviewed ideas shared by Jakob Griesen, the lead portfolio manager for Jyske Invest’s Aggressive Strategy and the Jyske Invest Favorite Equities Fund.
One thought he had about investing is that risk is our partner…for better or for worse.
Our [...]
Published on September 14th, 2007