Quarterly Calls With quarterly announcements/calls etc etc effectively over there are 2 that I always enjoy reading/listening to. Universal Robina (Philippines) A decade ago I came across this massive Filipino consumer player, Universal Robina because I was curious who was behind my favourite snack brand as a kid in Singapore, Jack n Jill. Since then […]
Read More →Is it me or did Buffet’s annual letter didn’t get as much play in the media as it used to? Or am I just in a different social media bubble that I don’t see the using fawning over what he wrote? Same thoughts apply to Marks latest Memo, normally I would see this all over […]
Read More →No, it’s not a new law firm, each of these renowned investors have put out new thoughts/predictions in the past week. The wonderful aspect of markets is that there can be wildly differing viewpoints but that several strategies/approaches can do well. So be prepared to sit down and spend hours on them. Byron Wein – […]
Read More →And so it is that time of the month where Howard Marks latest memo is going to make the round throughout the investing world. In the latest 13 pager he continues to talk about his viewpoints of where the market and he dissects the arguments of This Time It’s Different which are being applied to […]
Read More →In this memo he takes on the topics of politics and economics and how its intertwined. Given that the acceleration (yes it was due to come at some point) of the global slowdown and financial markets volatility can be arguably due to the efforts of Trump to level the playing field with China. The discussion […]
Read More →Howard Mark’s latest memo is as usual, a must read. This time around he does more than the past in terms of outlook by explaining both his positive and negative viewpoints on the markets. There’s an interesting discussion that he has on the impact of the new Tax laws in the US and how it […]
Read More →Don’t know what to do today? Stop everything and just read this latest memo from Howard Marks The basic proposition is simple: Investors make the most and the safest money when they do things other people don’t want to do. But when investors are unworried and glad to make risky investments (or worried but investing […]
Read More →Byron Wien – Latest Commentary – The bond market message You don’t have to agree with someone to enjoy their writing and thought process and this has always been the case for me with Bryon Wein, here’s a snippet and a link to the full commentary Why have interest rates declined when debt has increased […]
Read More →Digital Currency I’ve been curious as to what the next change in central banking will be..we’ve had the gold standard, the removal of the gold standard leading to the fiat system being more prominent and thereby to the US dollar effectively becoming the world’s currency, the establishment of the IMF etc etc so what’s next? Sweden […]
Read More →An indirect discussion on investments via politics, a democratic system and class warfare. Needless to say it’s quite a good read, see below for a snippet and a link to the rest of the memo. The trends discussed above – and resentment over experiencing them, fear of doing so, and anger upon seeing them at […]
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