-This week’s edition of Asia Confidential highlights why South Korea is a stock market to watch. There is a current account surplus and an innovative population – but the part I’m focused on is the likely and eventual unification with the North, and all that brings with it.
-I feel this 2009 piece from George Friedman on Russia and Ukraine offers good insights into the current situation.
-As mentioned before, I am trying to build my own real estate firm, focusing on the markets and opportunities that I deem the most interesting and profitable. In a seller’s market, it is challenging to get stuff done. But, with each deal that we get close on, I’m learning something and continuing to build out my network.
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In light of my previous post, here's what I'm thinking: buy some GLD $180 calls that expire 3/16/13. Right now, you can get them fo...
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I came across this really interesting chart regarding 2013 and 2014 EPS forecasts by region and globally. Note the very pronounced move fr... -
With the U.S. knocked out yesterday, it felt like the right time to post something. After all, this blog started four years ago while I was...