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July 13, 2013

There Is Always A Bull Market Somewhere…


Last night, a friend sent me this video    http://www.youtube.com/watch?v=hlxHoboDz2k&feature=player_embedded       with the subject line—“Bull market in tear gas. How do we get exposure…??” That got me thinking—I bet there is a raging bull market for the guys who produce this stuff. As I watch the chaos in Egypt, Brazil, Greece, Turkey and other countries, I am reminded that even within the chaos, there are bull markets. Uncertainty ... Read More
Categories: Comments On Events
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June 25, 2013

Will Bernanke Get ALL Of The Bonds…?


Over the last few months, I have had this recurring thought. It sort of takes the form of a girl having a conversation with Ben Bernanke. I know, very odd, but bear with me. Girl: Mr. Ben, why are you so sad? You’re the most powerful person on earth. Bernanke: This deflation is unstoppable. I keep trying, but I just cannot figure out how to create ... Read More
Categories: Comments On Events
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June 19, 2013

Are Low Interest Rates The Problem…??


What if the Central Bankers have it all wrong? What if low rates are actually the problem, not the solution? We all know and basically accept that low rates thwart the creative, destructive process of capitalism, where inefficient companies go bankrupt and remove competition from the marketplace so that stronger companies can thrive. If you can forever refinance and reduce your interest cost, it’s ... Read More
Categories: Comments On Events
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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
Categories: Comments On Events
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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
Categories: Comments On Events
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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
Categories: Comments On Events
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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
Categories: Comments On Events
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April 29, 2013

Free Cookies….. Again…


As many of you know, I now live in Mongolia and am focused on building Mongolia Growth Group Ltd. (YAK:Canada or MNGGF:USA). As it is a public company, I have always felt that this website was not the appropriate venue to discuss the company. I will host a corporate update presentation and reception for shareholders and interested investors on May 9, 2013 at New ... Read More
Categories: Comments On Events
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March 27, 2013

Worst Bailout…. EVER


In the history of bank bailouts, the government always has some inspiring social message to justify spending taxpayer money. Usually, it’s in the name of stability; we’ve made the system stronger, we’ve rescued depositors, we’ve inspired confidence. Even the mundane; we simply had no choice, sometimes is sufficient. After reading dozens speeches and articles on the subject, the ECB’s mantra on the Cyprus bailout ... Read More
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