Latest Insights on SAM
Japan’s Doomsday of Demographics and Debt
October 23, 2017 Uncategorized
I first lived in Japan back in 1979. The economy was five times larger than China’s. Its population was young and vibrant. Its government debt was less than 50% of GDP. Now, when I go to Japan, I see an entirely different country. Its economy is less than one-half the size of China’s. Its population […] Zinc: A Bull Market That’s Just Starting
October 21, 2017 Precious Metals
Zinc has delivered solid gains — such as 50% and 60% — in just the last five months. But no one is talking about this essential metal. A Profitable Tell for Earnings Season
October 20, 2017 Trading Strategies
A tell is a change in a poker player’s behavior that gives you some clues. Today, we’ll look at a tell you can find on earnings calls. The Dangers of Investing in Value Traps
October 18, 2017 Stocks
There are two kinds of stocks: those with value, and those that are value traps. What’s the difference? The epic debacle of one hedge fund offers clues.‘Special’ Issue: Staking Out Stealth Dividend Yields
October 17, 2017 Adventure Capitalist
So far in Adventure Capitalist, I’ve combed the entire investment universe to bring you value and growth stocks with the highest return potential. That list includes micro-caps, small-caps, miners, foreign stocks and everything in between. And we’ve had a great run in recent years. Last year, our portfolio booked a return of +41% vs. the S&P […]