Emerging markets have grabbed a lot of our attention since 2008 and this priority of ours is considerably evident in our newsletters and commentaries since that time. It makes a […]

As a sort of preface for our newsletter next month we will briefly touch upon some general sentiments we hold for holding positions in assets that will rise with the […]

This commentary is a continuation of our theme that hard/real assets that are no one else’s liabilities – in contrast to financial “assets” – represent anchors in portfolios.  It also […]

The global equities market and its bullishness has experienced a shock. By some historical standards such as the P/E ratio and the forward-looking earnings multiple, the markets (at least some […]

On August 9th of last year, we published on this website a commentary on what amounted to be a prelude to our September newsletter, regarding the Chinese bubble. A few […]

We’ve mentioned on several occasions in previous newsletters and commentaries our positive growth outlook for numerous emerging economies in the near future and the growing interconnectedness among them. This isn’t […]

The late Kenneth Lay of Enron renamed his company from Enteron to Enron and moved the headquarters to Houston, Texas, ready to become the global trading conglomerate of energy, with […]

One of the great joys of my job is to meet old and new friends who teach and/or remind me of marvelous concepts and ideas. One such incident happened about […]