Emerging Markets

These Mutual Funds Actually Beat The Index. And “The Market”

February 14, 2013

I usually deter investors from chasing hot mutual funds based on last year’s returns because they tend to have much higher costs and managers find it difficult to repeat the performance. In fact, most mutual fund, hedge fund and individual money manager outperformance in a given year is due solely to luck and not skill […]

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PEAK OIL. It’s Here. We’re Screwed. [CHART]

June 12, 2011

If you haven’t heard of “peak oil” before, you’ll be hearing a lot more about it in the coming years, because it’s here.  For the first time ever – EVER, in 2010, oil consumption exceeded production by over 5m barrels per day. And one wonders why we have $100 oil and $4 gas. While politicians […]

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Middle East Revolutions and the Markets

February 20, 2011

With citizens revolting in country after country around the Middle East, you’d think revolution was the new black.  When Tunisia’s leadership was ousted, it barely made the nightly news.  Egypt eventually became a front-page story given a rather prolonged period of demonstrations, the fact that Americans at least know Egypt for their pyramids and Google […]

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How to Invest in Cuba – Obama Warming to Cuba Travel?

August 17, 2010

How to Invest in Cuba will soon be a standard investor question once the press starts talking about how Obama’s going to open the flood gates for easing travel restrictions.  Presently, it’s illegal to even spend any money in Cuba, which essentially means an outright travel ban, but today there were some sources citing an […]

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