European Banks? Yes, European Banks.

Jeff Reeves and I discuss investing in Europe’s monetary “big bazooka.”

European stocks are among the cheapest in the world. As a value investor, I like to think that an attractive price is its own catalyst, though taking this approach [...] Continue Reading…

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Investing With Billionaires: Buying a Sports Team

Jeff Reeves and I chat about the “billionaire boom” and what it means for sports franchise prices:

InvestorPlace’s Kyle Woodley carried the torch from there, adding this:
Well, it’s curtains for Donald Sterling.

A court has decided that the sale of the Los [...] Continue Reading…

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Investing Like a Billionaire with the iBillionaire ETF

Investing like a billionaire is about to get a whole lot easier.  On August 1, the  Direxion iBillionaire Index ETF (IBLN) began trading.

The ETF—based on iBillionaire’s proprietary index—runs a portfolio of 30 of the large-cap S&P 500 stocks most favored by [...] Continue Reading…

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Introduction: Investing in Macro Trends

I sat down with Jeff Reeves on my last trip to Baltimore to talk about my favorite macro investment themes:

Digging into the details, we discuss:

The rise of Africa as an emerging market investment destination
The American domestic energy boom
The rebuilding [...] Continue Reading…

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