I’m thinking of a Latin American bank that truly stands apart. Unlike, say, Citigroup or Bank of America, this bank doesn’t offer loans or checking accounts to the general public. It doesn’t receive deposits from the public, either. Instead, it finances trade in Latin America, mainly by funding the sale of commodities and agricultural products to Asia.
One of the best ways to create cash flow right now is through stock dividends—especially through stocks with exposure to the emerging markets. Cash flow is the amount of money your portfolio “pays you” each year. And by buying a diversified basket of dividendpaying stocks, it can be surprisingly stable.
If you want to see real economic growth, get a taxi through Hanoi at rush hour. Every day, millions of residents of the Vietnamese capital weave their way through the city on newly-bought Chinese and Japanese motorbikes and scooters. Twenty years ago, bicycles were the main form of transport.
It’s probably one of the last places most North Americans would think about investing, but the single best investment you make for the next decade could be to buy Africa. There are important reasons why African stocks are set to richly reward buy-and-hold-style investors. But the main reason is simply this: Africa is where the growth is. The continent’s economy has been growing at about 6% over the last decade. And it is expected to match that pace over the next several years.
Bull markets are all born in extreme pessimism. That means the time to invest is when the ﬂames are licking higher, not after the ﬁre trucks have arrived. And Europe is up in smoke right now…I’m not calling for the bottom in Europe stocks or for an immediate end to the debt crisis there. Plenty more can go wrong. But contrarian investors “run into burning buildings.”
Most investors don’t see fear or abject pessimism as powerful investing tools. But that’s exactly what they are. To maximize your proﬁts you must invest at rock bottom.
This kind of “mega trend” may not be winning a lot of attention in the mainstream media. But it is a critical insight for global investors. The “Age of Man” is literally changing the face of the earth. As such, it will have profound implications on every investment decision you make.
First Eagle Overseas Fund seeks long-term growth of capital by investing primarily in equities issued by non-U.S. corporations. The fund’s management’s research-driven approach seeks to minimize risk by focusing on undervalued securities.
Here’s a trend you can take to the bank: as consumers in the U.S. and Europe cut back on spending, the source of growth for companies will shift to consumers in fast-growing overseas markets.
Buy low. It’s a simple concept. But it’s downright difficult to execute.
Here’s something you won’t hear on CNBC… The recent rally in U.S. stocks was the sharpest such surge since 1644, just before the Ming Dynasty collapsed and an outbreak of bubonic plague claimed hundreds of thousands of lives in Europe.
I’ll be blunt. I have no time for Communists. Theoretically, Communism is just plain dumb. But on a practical level, it’s even worse.
A lot of people are worried about the direction of the world right now. Greece looks set to default. China is fending off allegations of securities fraud. And back in the U.S. there are fears of a double-dip recession.
Most people think winning in the markets is all about picking the right stocks. It’s not. Winning in the markets is all about having a plan…and sticking to that plan even when things appear to go wrong.
Last week, I talked about the current super cycle in global growth. This has been triggered by the expanding middle class, along with rapid urbanization and industrialization, in emerging economies.
The 2008 collapse of Lehman Bros ignited a financial meltdown that resulted in widespread bank failures and caused the Dow to lose 18% of its value in just one week.
The trend is up. This may sound odd. After all, a lot of investors are pretty gloomy these days. In America, house prices continue to head south… about 1 in 10 people remain unemployed… and Washington is in disarray over what to do about its spiraling debt problem.
By investing in emerging markets, you are investing in growth that hasn’t happened yet. Future growth, in other words.
The best way to make life-changing profits is to buy stocks in overseas growth markets. But before you invest a single dime in stocks you need to know some investment basics.
Heat waves… forest fires… mass migration… disruption to the lives of hundreds of millions of people… global conflict… This is the dire warning of professor Lord Stern of the London School of Economics following the news that greenhouse gas emissions increased by a record amount last year.
This week you’ve heard about two ways to profit from the explosive growth in overseas markets. There’s a third important element to a global investing strategy – making sure you are diversified outside of the U.S. dollar.
My job takes me all over the world. So far this year, I’ve traveled on your behalf to visit Singapore, Cambodia, Thailand, Vietnam and Brazil. And we’re not even at the halfway point yet!
Back in my late 20s, I had a good friend named Smutri. I met her at the stock brokerage firm where we both worked. Soon after we met, Smutri got engaged and started planning her wedding.
Things have turned ugly for the dollar again. As I told you on Monday, the dollar has been enjoying a short–term rally…rising against other world currencies.
I recently wrote about a new divide that separates the world. On one side of this divide you have countries that rely for their survival on imports of natural resources. On the other you have countries that rake in massive profits from natural resource exports.
I’ve been beating the drum on commodities lately. My message: The recent plunge in prices would be short lived. The long-term trend for higher prices remains intact.
To hear the mainstream media tell it, the commodities bubble has burst. Don’t you believe it. Commodities prices will be back. In fact, 12 months to 24 months from now, gold, silver and other commodities will be trading at higher prices than they were just a few weeks ago – when they were trading at record levels.
North Dakota has the lowest unemployment rate in the U.S. Less than 4 in every 100 North Dakotans are out of work. It’s not just locals who have jobs, either. Last year, state officials were forced to declare a housing crisis because of all the people that have moved there for work.
There are three main routes into overseas markets. 1) You can invest in overseas stocks (or in domestic stocks that make a large portion of their profits from high-growth overseas markets).
Successful overseas investing all comes down to the “integrity” of each country’s business system. You can get a good idea of this by looking at the Transparency International Corruption Perceptions Index, which is published every year.
I hope you don’t think I’m being rude when I say that the latest economic data out of America sucks. If I were an economist, I might say growth is “subpar.” Or perhaps “output is weaker than expected.
It’s official: The end of the “Age of America” will happen in 2016. That’s when, according the latest forecasts from the IMF, China’s economy will surpass America’s.
Staring at a chalkboard behind the reception desk at my hotel in Campo Grande last night, my Brazilian friend Renato Roscoe let out an audible “tssst. The board showed Brazil’s currency, the real, at R$1.58 versus the dollar. “It’s hard to keep track these days,” said Renato. “The real keeps getting stronger against the dollar. This is crazy.”
I’m in Campo Grande in the southwestern Brazilian state of Mato Grosso do Sul. The state borders Bolivia to the west and Paraguay to the south. Campo Grande literally means “big field” in Portuguese. And it lives up to its reputation. Everything is big here.
Most investors operate on some variation of the “set it and forget it strategy.” And that’s why – more often than not – they’re surprised by the terrible things that happen to their money when the stock market stumbles.
The price of “stuff” is going up. Gold hit a new high this week of $1,474 an ounce. Brent crude oil is trading above $125 a barrel. And silver broke through $40 an ounce.
I recently came across some “intel” on China. It comes via a source I met while I was on my recent investment scouting trip to Southeast Asia.
What if you could crack the secret code that beat the markets? Don’t tell me you never imagined it. It’s every investor’s dream—a set of principles that would put you in the top 0.001% of investors worldwide.
Time is running out for cheap oil. And by “cheap” I mean $100 a barrel. The reason is simple. The Saudis are lying about their spare capacity.
Today, I’m going to share with you something that’s helped some of the world’s richest people build and preserve wealth. In fact, it is one of the most important insights into how to be a successful investor that I’ve ever come across.