Salient to Investors: Only 3 emerging-market stock pickers avoided losing money in half1 by making prescient currency bets and buying companies insulated from economic swings and government interference. They recommend Philippine retailers, Chinese Internet companies and Indian drugmakers. Lewis Kaufman Thornburg Developing World Fund said there are many going wrong. Kaufman is overweight
READ MORE... →Salient to Investors: Jim Rogers says: At some point markets won’t take central bank policies anymore, and interest rates will rise regardless of QE. Market timing is tough. Short junk bonds. In any market, the marginal stuff goes first. Read the full article at http://www.jimrogers.info/search?updated-max=2013-06-25T04:00:00-05:00&max-results=5&start=5&by-date=false Click here to receive free and immediate
READ MORE... →Salient to Investors: Gregg Berman at the SEC’s Office of Analytics and Research said most mini-flash stock crashes are not the result of broken software but human errors like entering the wrong number of shares or some other typographical error, or incorrectly entering limit orders – these errors can be fixed
READ MORE... →Salient to Investors: Brandon Turner writes: Family First Encouragement Can Go Miles Find the right deal – look at 99 deals to find the 1 that will bring you success. Real estate is a “people game” and those who network often do the best. Integrity is key. Read the full
READ MORE... →Salient to Investors: Jim Rogers said: When investing, don’t follow the crowd Most government numbers are made up. China has problems with housing and inflation as the US did in the 19th century when it was growing rapidly. Every country that grows rapidly has problems. The US had recessions and
READ MORE... →Salient to Investors: John Bogle writes: While the idea of market timing is simple, many hedge fund managers have tried but precious few have succeeded. Joe Carlen, author of “The Einstein of Money”, said the Benjamin Graham Joint Account – the predecessor to Graham-Newman Corporation – lost 70% from 1929 through
READ MORE... →Salient to Investors: Halsey Minor sold CNET Networks for $1.8 billion in 2008 and 5 years later has filed for personal bankruptcy thanks to bad bets on real estate, horse farms, start-up investing, and other ventures that took him out of his technology comfort zone. Read the full article at http://www.bloomberg.com/news/2013-05-30/cnet-founder-minor-files-for-bankruptcy-after-selling-art.html
READ MORE... →Salient to Investors: Jack Schwager writes: As long as no one cares about it, there is no trend. All markets look liquid during the bubble but illiquidity after the bubble ends matters more. Markets tend to overdiscount the uncertainty related to identified risks and underdiscount risks not yet identified. Low-quality
READ MORE... →Salient to Investors: Paul Tudor Jones at Tudor Investment apologized for saying that women cannot compete with men as macro traders after having children, that you will never see as many great women investors or traders as men, and women often turn their focus to raising children at a crucial time
READ MORE... →Salient to Investors: IAEResearch writes: Warren Buffett will be gone soon but that does not imply that the company is in jeopardy because its strategy is more of a philosophy embedded firmly in value investing. Berkshire Hathaway has outperformed the S&P 500 by 10.3% on an annual compounded basis. To
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