My Collection

A Quarter Century of Emerging-Markets Investing (Mark Mobius)

In: Investing • June 19, 2014

At one time or another, every country could have been classified as “emerging.” Back in the 1800s, the Western part of the United States was called the “new frontier.” Investors purchasing farmland there were likely to consider it a highly speculative venture putting stakes in such a rugged and wild place.

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What is the “Warren Buffett of Europe” Up To? (CFA Institute)

In: Investing • May 11, 2014

Every first quarter of the year, the Spanish firm Bestinver Asset Management holds its annual meeting with investors. This year, the meeting had to be postponed until 16 April (from 4 March) because of administrative problems with the venue where it was originally scheduled to be held. The event is a small-scale replica of the Berkshire Hathaway meeting, but it is large enough to fill a 3,000 seat theater in IFEMA, Madrid’s main convention center, and includes an unlimited Q&A [...]

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Born Bulls and Dot-Com 2.0 (Seth Klarman)

In: Investing • March 12, 2014

In the face of mixed economic data and at a critical inflection point in Federal Reserve policy, the stock market, heading into 2014, resembles a Rorschach test. What investors see in the inkblots says considerably more about them than it does about the market.

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16 Rules for Investment Success (Sir John Templeton)

In: Investing • February 15, 2014

I can sum up my message by reminding you of Will Rogers’ famous advice: “Don’t gamble,” he said.“Buy some good stock. Hold it till it goes up…and then sell it. If it doesn’t go up, don’t buy it!” There is as much wisdom as humor in this remark. Success in the stock market is based on the principle of buying low and selling high.

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Getting Comfortable With Volatility (Mark Mobius)

In: Investing • February 6, 2014

Over the past few weeks, we’ve seen significant volatility in the markets, which has spooked some investors, but is also something we have become accustomed to. Markets generally (not only emerging markets) have become much more volatile during the last 20 years as a result of massive flows of money from not only institutional investors and long-only mutual funds but also hedge funds and high-frequency trading. We see such sell-offs as potential opportunities to pick up bargains in select stocks if, in [...]

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The Definitive Guide to Saturated Fat (Mark Sisson)

In: Biohacking • January 25, 2014

Almost anyone can agree with the basic tenets [of healthy living] – eating more vegetables, choosing only clean, organic meats, and getting plenty of sleep and exercise is fairly acceptable to the mainstream notion of good nutrition. The concept of Grok and a lifestyle based on evolutionary biology can be a harder sell, but anyone who’s familiar with (and accepts) the basics of human evolution tends to agree (whether they follow through and adopt the lifestyle is another question), at [...]

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Sugar Highs and Lows: the Impact of Diet on Cognitive Function (Michael Joyner)

In: Biohacking • January 24, 2014

In Western society, the prevalence of a hypercaloric diet consisting of a high sugar intake and highly processed foods coincided with an exponential rise in diabetes and metabolic syndrome as well as cardiovascular diseases and cancer. Evidence emphasizing the unfavourable effects of ‘irresponsible eating’ is emerging in regards to the big three Western diseases . . . cardiovascular disease, diabetes and cancer. Recent evidence has emerged supporting the connection between dietary intake and cognitive health, particularly in regards to the ageing [...]

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The Value of Seth Klarman (Institutional Investor’s Alpha)

In: Investing • January 18, 2014

Beaten-down markets have been a boon for Baupost, which has become the sixth-largest hedge fund in the United States and a force to be reckoned with. Seth Klarman, president and portfolio manager of 28-year-old Baupost Group, is considered the dean of value investing among hedge fund pros, and such a devotee of Benjamin Graham and David Dodd that he was the lead editor to the reissue of their classic, “Security Analysis,” in 2008.

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Spreading His Wings (Institutional Investor)

In: Investing • January 7, 2014

In the late 1990s, Nassim Taleb had a radical new idea for an investment strategy: He wanted to start a hedge fund designed to lose money when the market went up. The appeal would be that the fund would generate huge gains any time the market took an unexpected hit. Taleb — a trader, writer, professor and all-around renaissance guy — had the clout to get financial backing for his idea, but he needed a partner of like mind to [...]

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A Modern History of Investment Booms (Marc Faber)

In: Investing • January 4, 2014

The feature most common to previous investment booms was that a bull market in one asset class was accompanied by a bear market in another important asset class. Precious metals soared in the 1970s, but bonds collapsed. Equities and bonds rose in the 1980s, but commodities tumbled.

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