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 October 12th, 2007
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 [...]
Published on October 11th, 2007
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 [...]
Published on October 11th, 2007
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 [...]
Published on October 10th, 2007
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 [...]
Published on October 9th, 2007
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 [...]
Published on October 6th, 2007
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 [...]
Published on October 5th, 2007
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 [...]
Published on October 4th, 2007
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 [...]
Published on October 3rd, 2007
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 [...]
Published on October 1st, 2007