June 3, 2013

Presentation At The Las Vegas Value Investor Congress


Following a number of requests, I have attached my presentation from the Las Vegas Value Investor Congress.             Please remember that I am the Chairman and CEO of Mongolia Growth Group and this is clearly not a recommendation to do anything regarding the shares. Categories: Comments On Events Positions Mentioned: none To receive email updates on new posts, use the subscribe Read More
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May 19, 2013

Exiting Aircastle


Over the last two days, I’ve pondered the extreme stupidity of the European Central Bankers. I know that I wrote about them on Sunday, but I simply cannot get over how their actions have forever changed the face of the banking system. In the past, scared depositors did nothing. They were stupid enough to trust their governments. They never will again. Going forward, a Read More
Categories: Investments
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May 15, 2013

Japan Is Getting The Wrong Type Of Inflation…


“It took Zimbabwe twenty-five years to destroy their currency. With Japan’s spirit of innovation, I believe that we can destroy ours in less than five years!!” Mind you, I don’t speak Japanese, but last month, as I watched some remarks from the new head of the Japanese Central Bank, and I could have sworn that I actually understood Japanese for a brief moment. Then, Read More
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May 7, 2013

Wynning, Vegas Style…


I’m in Las Vegas for the Value Investor’s Congress where I am presenting today (wish me luck). After a few dozen trips to Vegas over the years, I have to admit that the bright lights, gaudy furnishings and generalized circus atmosphere leave me somewhat numb. Vegas just isn’t “my sort of place.” That doesn’t mean that I cannot be stimulated in other ways. It Read More
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May 7, 2013

Non-Farm Payroll Games…


Tomorrow morning, the Non-Farm Payroll number will be released. It’s the moment in time where the world’s fastest computer algorithms square off against each other to access the government number first and then launch market orders before someone else’s algo does the same thing. While the fireworks are going off at 08:30:01am, investors will be spending time to understand what the numbers actually mean. Read More
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