Sometimes simple is best – especially in investing. Q1 hedge fund letters, conference, scoops etc ponce_photography / Pixabay When you buy stock in a company, you’re buying shares – or, literally, a portion of the company. You’re a partner in the company. Would you become a part owner of a business that...
To create wealth, you need three things: Some cash to start with (though less than you might think!), time and a positive rate of return. Q1 hedge fund letters, conference, scoops etc It’s easy to get caught up thinking that, to achieve this, you need your stocks and other investments to...
Sociopaths make lousy neighbours. You don’t want your kid to grow up to be one. But no-emotion psychology – a sociopath is unfeeling and ignores emotions – is a great attitude to have towards your portfolio. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Emotions are poison to investing. It’s...
Markets all over the world are falling… Q1 hedge fund letters, conference, scoops etc Since U.S. President Donald Trump went on Twitter accusing China of backtracking on trade talk progress on May 6, the Chinese stock market has fallen 3.8 percent. The U.S. lost 3.6 percent, while emerging markets and Asia (excluding...
A few days ago, a local investment web site asked me this question during an interview… Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay “After more than 25 years of experience in the investment field, how would you describe your investment philosophy today?” It’s easy to be flip about this sort...
These days, it’s all about Asia… Q1 hedge fund letters, conference, scoops etc sasint / Pixabay It’s hard to come across a company that isn’t connected to Asia one way or another… or one that doesn’t generate at least part of its revenue from this part of the world. Most of the world’s...
Let’s say next week you make a profit of $1,000 in the market. And the following week, you lose $1,000. Q1 hedge fund letters, conference, scoops etc 1820796 / Pixabay Of course, making money was better than losing money. But was the joy of winning greater than the pain of losing? For most...
It was one of the most important investment lessons I ever learned… Q1 hedge fund letters, conference, scoops etc TheDigitalArtist / Pixabay About a decade ago, I became the manager of a US$125 million hedge fund. The fund had been around for three years. The portfolio manager I was taking over from...
We all make investing mistakes. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay I’ve written about some of mine before. But as I’ll show today, investing in two types of stocks could blow up your portfolio. Maybe you’ve made the mistake of investing in stocks like this before… and hopefully you won’t...
Editor’s note: In today’s essay, we’re sharing more timeless advice from our friend and Empire Financial Research founder Whitney Tilson. Today, Whitney tackles one of the biggest mistakes you can make – and shares three simple steps to help you overcome it. Q1 hedge fund letters, conference, scoops etc Tumisu /...
One of the big schisms in investing is between people who are focused on the “short term” and those who invest for the “long term.” Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay The problem is, you might think you’re one… but you’re actually the other. The (real) long-term camp aims...
I’ve talked about legendary investor Jim Rogers a lot in these pages. Recently, I sat down with Jim for an exclusive one-on-one interview. I’ve already shared the one thing he says you need to be successful and his advice for protecting yourself from the major threat to global markets. Q4...
The U.S. dollar once had a reassuring statement printed on it: “Redeemable in gold on demand at the United States Treasury or in gold or lawful money at any Federal Reserve Bank.” Q4 hedge fund letters, conference, scoops etc NikolayFrolochkin / Pixabay Those were the days of the gold standard. Every dollar...
A few days ago, I told you about the coming crisis legendary investor Jim Rogers sees coming. Q4 hedge fund letters, conference, scoops etc Jim is the man behind the Quantum Fund – one of the most successful hedge funds of all time. He’s an investing legend, best-selling author and Guinness...
Jim Rogers needs little introduction. Q4 hedge fund letters, conference, scoops etc He’s the man behind the Quantum Fund – one of the most successful hedge funds of all time. Jim is an investing legend, best-selling author and Guinness World Record holder. So when he speaks, smart investors listen. I recently sat...
If there’s one thing that governments are good at, it’s spending money. Q4 hedge fund letters, conference, scoops etc monikawl999 / Pixabay Just consider some recent news… After posting 17 straight years of budget deficits (when the government spends more than it generates in taxes), U.S. government debt has now reached US$22 trillion....
A few weeks ago, I showed you three ways emotions can cost you big in investing. Q4 hedge fund letters, conference, scoops etc Tumisu / Pixabay So now… I’m going to tell you about three more emotional responses to watch out for – and how to overcome them – when you invest… 1. Confirmation...
If a reincarnated Steve Jobs – the founder of Apple (AAPL) – had joined me for dinner last night, he might have panicked. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay My dinner companion, a friend visiting from Canada, was showing photos on her iPhone of a huge Chinese wedding...
Japan – and the recent losses in your portfolio – have a lot in common. (And I’m not talking about Japanese shares falling in value.) Q3 hedge fund letters, conference, scoops etc Free-Photos / Pixabay In many ways, Japan is a country in trouble. Its economy has barely grown for years. It...
If 2018 has taught investors anything, it’s that keeping all your investments in one market and falling victim to home country bias – even if that market is the U.S. – is a big risk. Q3 hedge fund letters, conference, scoops etc As you can see in the chart below, stock...
Editor’s note: During the final days of the year, we’re re-running some of our best investing ideas and lessons. Today, we’re sharing three investment resolutions for next year… Q3 hedge fund letters, conference, scoops etc TheDigitalArtist / Pixabay As we get closer to 2019… it’s time to start thinking of ways to...
Copper is the blood of the global economy. And in 2005, China couldn’t get enough of it. Q3 hedge fund letters, conference, scoops etc Copper is vital for industries ranging from manufacturing to telecommunications. China was the world’s manufacturing hotspot at the time – and in the midst of an epic...
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