Year 2010 is coming to a close. Overall a frustrating one as always, but superior returns were achieved, as near always. Founding members should guard their status as new membership is now closed.
Here is a real experience with a value investor in Thailand which bailed out near the bottom with millions, a year ago. All because as the masters of the Universe there told him he was doing it all wrong here. I could not hold back writing that Morgan Stanley broker back...
When somebody asks you about the Bangkok airports closing here, you can say yes that was silly and unfortunate, but then ask what about the US Solar power industry?
The global economies fell off a cliff in October and left us with stocks half or less their previous values, worldwide... What is worse to be wealthy but not healthy or healthy but not wealthy? Many of us know the answer. I have...
In the just previous member article I suggest that in select growth areas of the US, the sub-prime mortgage crisis is not as serious as in others. I ask the question, with US housing prices coming down will there so not be a time to start considering this as an asset class...