There was a…
full house at the new West Jefferson Hampton Inn. The delegates were…
absorbed throughout the..
four days of the course.
Bob Shane, nuclear physicist, spoke on quantum science and balance.
Peter Laub of Jyske Global Asset Management (JGAM) talked about global investment portfolios.
Jean Marie Butterlin discussed health, real estate and business opportunities in Ecuador.
Ian Snider discussed opportunity in sustainable timber and other green environmental investing and lifestyle ideas… as did Ryan Franks of Appalachian Tree Care.
Delegates had a great time discussing the course during the breaks and we made sure…
there was time to talk…
one on one.
Saturday night Jyske hosted a reception at New River Winery for a wine tasting and live Blue Grass music.
Here is Haskell McQuire of New River Winery conducting a tour.
On Sunday, delegates…
visited our home where we had one last chance to talk…
one on one.
One of the investment ideas we gained was the first results of JGAM’s “Managed Foreign Exchange Portfolio” which JGAM kicked off 11th of June. The fund is up 1% in the first three weeks. Thomas Fischer is in the management team as he was originally a currency trader for many years.
We shared the update that JGAM issues after each meeting. The portfolio currently has three positions and especially the EUR/CHF was a good call as it has moved more than 3% in our favor.
The EUR is still under immense pressure and has broken important chart points. The EUR is in an established down trend and according to our research partners (MS, BCA & Jyske Bank) it will probably continue weakening and test 1.1750 which was the inception price of the EUR against the USD in 1999. If this level is broken we could test 1.1200 and below. The CHF is benefiting from the turmoil in the currency markets and the EUR/CHF has broken its all time low even though the SNB has been a regular market participant (intervening).
The following decisions were taken on the Investment Committee meeting on 10 June and positions were entered on 11 June.
Position taken: Short EUR/CHF at 1.3858
Size: 20% of AUM
Stop: 1.4250 (-2.83%)
The MXN suffered from the recent risk off scenario but when markets assume some stability we expect MXN to be a beneficiary. MXN is less correlated than other Latin American currencies to either eurozone woes or commodity prices.
Position taken: Short USD/MXN at 12.6423
Size: 20% of AUM
Stop: 13.60 (-7.58%)
The SGD has traded in a narrow range against the USD but was allowed to strengthen to 1.3700 pre-eurozone crisis. The current turmoil and safe haven escape to USD has weakened the SGD to 1.4200. The SGD will be benefiting from a revaluation of the renminbi (yuan, CNY) which is expected to be allowed by the People’s Bank of China (PBC) this summer.
Position taken: Short USD/SGD at 1.3987
Size: 20% of AUM
Stop: 1.4600 (-4.38%)
For more details on this portfolio contact Thomas Fischer at email@example.com
Jyske Bank’s trading room.
For those who like the idea of trading currencies, check out this portfolio because the managers can take advantage of Jyske’s 24 hour a day trading room.
Visit Jyske’s trading room with us.
We have a full schedule for the rest of 2010… next stop… Copenhagen.
Join us in Copenhagen
I am looking forward to our trip to Denmark because of ideas that I have gained over the years at the Jyske Bank Global Economic Seminar in Copenhagen.
One of the speakers joining me at the last Jyske Copenhagen course was Andrei Kozyrev, the foreign minister of the Russian Federation for Boris Yeltsin from 1990 to 1996. After the failed Soviet coup attempt of 1991, he found himself in Yeltsin’s team of young reformers, which included Yegor Gaidar and Anatoly Chubais, and shared their Western liberal-democratic ideals. This was one of the men who helped dismantle the Soviet Union . He gave an insightful speech I really enjoyed.
Speaking with Kozyrev was an incredible treat in itself…worth the entire trip….to have several hours with this man who represents so much living history. The speakers at Jyske’s semainrs are always great and now… as you’ll see below… the August 2010 seminar costs much less than before due to the rising US dollar.
The strong US dollar makes this the year to enjoy Europe and Thomas Fischer at Jyske just sent me this note: Gary due to the increasing US dollar the fee for our August seminar in Copenhagen for Americans has dropped from about $2,050 to $1,700, a 15% discount.
I love attending these seminars because of the great speakers and this year one speaker will be Bjorn Lomborg known as the “Skeptical Environmentalist.” See more on Lomberg here.
Another speaker will be Jeff Rubin. Rubin was the Chief Economist for CIBC, a North American investment bank for 20 years.
His predictions of steadily rising oil prices over the last decade, including his call for $100-per-barrel oil by 2007, had flown in the face of conventional wisdom but were finally recognized.
Among other things, his track record on predicting rising oil prices demonstrated that the traditional laws of supply and demand were no longer working for one of the economy’s most basic and essential commodities. And when they stopped working, the consequences for the economy would be severe.
It wasn’t subprime mortgages but triple-digit oil prices that brought down the world economy.
He believes that unless that economy starts to wean itself off an ever-depleting supply of affordable oil, there will be other recessions to follow as economic recoveries will simply push oil prices right back into triple-digit range. But weaning our economy off oil means, at the same time, making fundamental changes in the way we live.
This is not the kind of message investment banks want their chief economists delivering these days, to either governments or investors. But the urgency of this message grows with every passing day so last year Rubin resigned his position as Chief Economist and Managing Director of CIBC World Markets to deliver this message in his book, “Why Your World Is About To Get A Whole Lot Smaller: Oil and the End of Globalization”.
See details on how to join Merri and me at Jyske’s bi annual Copenhagen seminar here Global Wealth Management Seminar.
How We Can Serve You
How to Have Real Safety
Regain Real Security
There is a path to true security.
I was reminded of this once when I made a horrible mistake. Almost!
The supposed error? Letting my mind wander six decades back to an hour I spent with a girl.
Learn from this near disaster, seven most powerful sources of wealth, health, security and fulfillment in this era.
The girl was pretty and blond. Terry was her name. My imagination spanned decades returning to my Oregon roots seeing her as if she were there.
We were 11 or 12 and had known each other since we started Rockwood grade school. Just buddies, our non-romantic friendship lasted 12 years, from first grade till high school’s end. Then she went off to Pepperdine College in California. I started traveling the world. Never saw her again. I hope her life has gone well. But until that reflection I’d never thought much of Terry in so many years.
What could have been the tragic error was letting that memory touch my heart. Two kids, walking on a crisp, Pacific Northwest autumnal afternoon.
We walked down a sun filled, pine needle covered, dirt path. Huge, fat, green Douglas firs lined the road. Traffic was no problem, not many cars. Crossing Stark Street we turned left, hiking three blocks to 182nd. There we passed an old clapboard candy store. I can still hear the wooden sidewalk of that store slap beneath my feet, felt the soggy planks sag and smelled astringent pitch from the fir trees. Then we turned right, up 182nd for about a mile. There was Terry’s house.
I carried on, walking through a big field, waist high grass turned straw brown by an early frost. There were dozens of paths made by who knows what. Animals perhaps or countless generations of other kids walking home alone from school. I chose one following it to another wood of tall, rough-barked fir. Crossing one more field, I climbed a rock wall, struggled through a barbed wire fence (my Mom hated that fence ripping my jeans). I was home!
Sweet simplicity, that dream. Two kids holding hands, walking on a dirt trail under a crisp, but blue, sunny sky. Pure innocence.
My tragic error was looking back. I returned to Rockwood, Oregon with Merri and my kids to show them this part of their roots. Following the route, Terry and I had walked were the candy store, grange hall, old wooden buildings and their home spun honesty and charm.
Instead we found six lanes of fast, frantic traffic and road rage. McDonalds, KFC, strip shopping centers. The car radio blared warnings of local gangs and drive-by-shootings. Beauty, innocence, sweet simplicity, replaced by drive ins and drive bys. Gangs and drive-by shootings replacing a tender walk in the sun. Good bye memories, good bye.
How can our kids walk in places like this? How can we return to those old feeling of security and comfort?
How can any of us possibly keep pace in this world that’s moving so fast? Then something inside snapped. “There has to be an answer for honest, hard working folks to enjoy the wonderful opportunities of today and regain what we’ve lost over the past forty years”, I swore to myself.
How can we keep up, without having such a fast paced life we turn into machines? Where do we find time for God, family, charity, and our friends? How can we rediscover those sun filled, pine needle covered, dirt paths we want to walk?
“There has to be places that are still innocent and pure”, I thought. “There has to be a way of life that does not pound us with stress”.
This thinking led me to begin reviewing the thousands of economic and business experiences I have shared with readers over the decades. This started a search for a simpler way of life and a better place to earn and protect our wealth.
By digging, asking and observing, traveling and talking to investors and investment managers all over the world I found that there are true paths to real security in the here and now. That knowledge helped me develop courses on how to have natural health, everlasting wealth and purposeful investments.
This knowledge helped Merri and me invest in stocks and real estate all over the world. It helped us find and develop Merrily Farms into a sanctuary here on Little Horse Creek.
That almost error led us to create an entire portfolio of information on how to keep pace, get ahead, enjoy our modern society but, to enjoy life wherever you choose without having to move too fast.
I want to share this information with a special few in our summer course in the Blue Ridge Mountains where the air is dry, crisp, with a bright sparkling sun. Our North Carolina woods is a place where we can once again walk down sun filled, pine needle covered, dirt paths beneath huge, fat, green fir and hemlock.
We start the course with this question that can help us get our lives back.
“What would you think in the last 30 seconds of your life if you were the richest man in the world but were unhappy?”
This quote is from the opening slide of our Value Investing Seminar, “How to Secure Your Future With a Value Breakout Plan”. This a vital question because few investors think about the value of comfort and happiness. Yet the truth is, those who are comfortable and happy with their investments are likely to make good investment decisions. If not, no matter how much money an investors has, changes are, they’ll lose.
Bring Value and Purposeful Investing Together
Join us to learn how to make safety and profit easier and less time consuming so we can focus on our individual purposes in life.
Become an International Club member and join like-minded souls, who take a positive view and think outside the box for better health, greater income and safer, more profitable investments. Share ideas on how to add value to everything and make 2016 -2017 your best years yet.
In 2016 Merri’s, David’s and my mission is to share our 50 years of experience in international business, investing and living to make ourselves happier, healthier and wealthier.
To reach a wider audience we have shifted our seminars online including the seminar “How to Secure Your Future With a Value Breakout Plan”.
Here is a partial syllabus of this seminar.
- Three common sense ideas: Avoid lines. Go where you are a name not a number. Decide who you are and what matters to you.
- Why three economic trends that have make smart investors rich every 30 years are ready for cashing in now.
- How to look for short term problems that create long term value.
- Update on the best ten markets for safety and profit.
- How to diversify in value with Country ETFs.
- The value of time in investing and life.
- The economics in cyber wars. How to look back at the economics of war to see ahead.
- Great new innovations that will ignite a 16 year bull market from 2016 to 2032.
- The next great fuel.
- Timing long cycles, economic cycles and seasonality.
- Investing in Demographics.
- Trading Down, the biggest global trend ahead.
- Hidden Inflation .
- How to protect against pension loss.
- The Silver Dip 2016. When and how to invest in gold and silver . How to double your position with loans.
- How to spot currency distortions and borrow low to deposit high.
- How, Why When & Where to bank abroad.
Club membership is for an entire year and the recorded seminar is just one high point.
In 2016 and 2017 we are conducting online seminars about value investing, natural health and how to write to sell.
International Club members receive all the online seminars free.
In addition club membership includes:
- Personal investing Course (Pi), normally $297, FREE
- Self Fulfilled How to be a Self Publisher, normally $299, FREE
- Eventful Business, normally $349, FREE
- International Business Made EZ, normally $299, FREE
- Report “Three Economic Conditions for 50% or More Profit,” normally $29.95, FREE
- Report “Silver Dip 2015” normally $27, FREE
- Three online Value Investing Seminars, normally $477, FREE
- One online Natural Health Seminar, normally $119, FREE
- One online Writers Camp, normally $299, FREE
Merri and I have been organizing courses, seminars and newsletters about international and Super Thinking lifestyles for over 30 years. The importance of this sharing… by like minded souls… was reinforced when a delegate from a course sent an email that said:
My Dearest Merri and Gary, Thank you for your most gracious hospitality last weekend. I am just thrilled at being a part of your group. You and Gary were exactly as I imagined you to be, warm friendly, kind, considerate, genuine, helpful, fun, sincere, what else can I say……I felt so comfortable in your presence and learned so much in your course. I was sad to leave the farm that Sunday afternoon. You made us all feel so welcome and cared about. You were so kind to make arrangements for a ride with the other delegates from the Charlotte Airport. They were so nice to me and so helpful, by the time the weekend was over I felt like they were my long lost brothers. Monday morning we all had breakfast at the airport together and I was so sad to see them go, I was sad the weekend was over, perhaps sad is not the right word for how I was feeling perhaps Gratitude is a better way to describe it. Grateful for having the opportunity to share the weekend with such wonderful, like minded Human Beings, in the beautiful mountains of North Carolina. Thank you Merri and Gary. Thanks to you I now have new hope and a new direction to move forward in my life. I know by attending your classes and conferences that through education and due diligence I will make the right choices.
I invite you to be a member of the International Club.
Let’s prosper in these times of change. Won’t you join us in this exciting club and share Merri’s and my lifestyle for the next year? Join us online.
Club members receive everything we offer in 2016 and 2017.