Emerging Market Value Analysis - August - September 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 [...]

Essential Oils Essential in Autumn

Essential oils, essential anytime, are really essential in the fall. Merri and I just completed our latest five day writer’s course here at the farm. Autumn has exploded in its glory as this picture taken by one of the delegates shows. Having talked for five days straight, plus Merri did all the cooking and clean up as well. Yet [...]

Multi Currency Portfolio Update #28

We are nearing the end of the year and the performance of the five portfolios we created for 2007 has been quite good. Portfolios Mar 27 June 28 July 20 Aug 17 Sept 28 Oct 5 Swiss Samba 16.15% 44.80% 45.84% 15.19% 44.40% 47.94% Emerging Mkt 12.81% 54.31% 67.67% 30.50% 103.22% 105.22% Dollar Short 20.12% 33.81% 40.31% 9.14% 42.71% 42.06% Dollar Neutral 16.58% 37,64% 38.07% 13.56% 34.74% 37.19% Green 86.86% 178.28% 214.15% 110.93% 220.22% 236.47% We will have one or two more updates for 2007 and then begin the 2008 portfolios. We need to applaud Thomas Fischer and his [...]

International Investments in Major Markets. An Update

International Investments Major Market Value Analysis - September – October 2007 The best way to create long term international investment profits is to get good value in the shares you buy. One way we keep track of international investment value is to follow the analysis of our friend, Michael Keppler. Michael continually researches international major stock markets [...]

Correa Ecuador’s Economics

Correa Ecuador ’s economic reduces the one frequent concern readers express about Ecuador regards the political and economic stability in Ecuador .   I am doing a series that shares seven reasons why I believe that Rafael Correa could be a good leader.  Here is an excerpt from the second of these updates. “It is really hard [...]

Multicurrency Portfolios are Below and the latest Multi Currency Portfolio Performance Update

Multicurrency portfolios will be reviewed at our next International Investment and Business course in Cotacachi we will review the five multi currency portfolios we created November 1, 2006.  Here is how they have performed this year. Portfolios 2007 Mar 27  June 28 July 20 Aug 17  Sept 28 Oct 5 Swiss Samba 16.15% 44.80% 45.84% 15.19%  44.40%  47.94% Emerging Market 12.81% 54.31%  67.67% 30.50% 103.22% 105.22% Dollar Short  20.12% 33.81% 40.31% 9.14% 42.71% 42.06% Dollar Neutral  16.58% 37.64% 38.07% 13.56% 34.74% 37.10% Green 86.86% 178.28% 214.15% 110.93% 220.22% 236.47% Note the performance of the Emerging Market Portfolio since [...]

International Investing Clues from Useless Information

International investing clues are everywhere once we gain the habit of looking for investing clues in everything we see and do, some of the seemingly most useless information can have value….such as droppings from Civet Cats. Several weeks ago this site outlined how a cup of coffee at a tea shop in Yorkshire (Bettys) cost [...]

International Investing Opportunity in Assisted Living

International investing opportunity can be seen in a recent message reviewed a Barron’s article that disclosed the almost unbelievable fact that 20% of US households were at least fairly seriously considering relocating full or part time outside the US. The reasons why are the high cost of living in the US, increased government intervention in lives [...]

Ecuador Trips Notes from Readers

Ecuador trips inspire readers to let me know some great things about their Ecuador trips. One reader shared this about Ecuador trips:  “Just a quick note to let you know that Copa Airlines (Panama) is having an airfare sale from Dulles International to Quito or Guayaquil for $397 roundtrip + taxes (total: $465 US or Canadian, normally well [...]

Investment Belief is the Root of Good Investing

Investment belief for most investors comes from tracking the stock market indices and try to figure out whether it’s the best time to invest or not. Wrong. Wrong. Wrong. Market timing does not and never has worked. Short term market shifts are little more than unpredictable noise. It is not what markets are doing that counts…it is value. Yet [...]

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