The 2014 Strategic Investment Conference: Investing in a Transformational World Stuck in a Liquidity Trap The Economic Singularity The Minsky Moment The Event Horizon The Glide Path Los Angeles, Miami, Washington DC, Argentina, and South Africa I fully intended to write today about a recently released...
I love my research trips because I get to see new, fascinating parts of the world, meet interesting people and, most importantly, discover incredible investment opportunities that the Wall Street crowd has never heard of. I’ve been on many trips. And EVERY one of them has yielded at least one investment...
Wangfujing Street is the first modern-style commercial street in Beijing. This major retail hub, which attracts nearly 1 million people a day, is also a place where many U.S. companies are doing BIG business. Today, I’ll take you on a stroll through Wangfujing Street so you can see where Chinese consumers...
After years of blockbuster growth, the Chinese economy is slowing down. This is taking a toll on some American companies that do business there, in the form of unsold inventory and higher labor and commodity costs. But don’t write off China just yet. There are still plenty of American companies...
With its recent credit loosening measures, the Chinese government is showing that it's willing and certainly able to take serious action to keep its economy growing. And with more than $3 trillion in cash reserves (should it need to use them), I'm optimistic that the country will do whatever...
In This Issue: The Delusion of Crowds and the Endgame Let the Good Times Roll Are Booming Economies Good for the Markets? Back to 2007? My Strategic Investment Conference Don’t Miss This Speech Media, La Jolla, London, Malta, Milan, Zurich, and New York People only accept change in necessity and...