Mohnish Pabrai: “Dhandho. Heads I win; Tails I don’t lose much”

Great presentation by Mohnish Pabrai, one of my favorite investors and author of the Dhando Investor (see my review here).

I’m not sure I agree with Pabrai that Google (GOOG) is future proof, but then, I’ve consistently underestimated Google over the […] Continue Reading…

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Choosing the Right Dividend ETF

Well, it happened — again. The 10-year Treasury fell all the way to 2.3% last week on a string of bad geopolitical news and mixed economic data. The last time yields were this low was June of last year, […] Continue Reading…

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Macro Trend Webinar Q&A

In this week’s update, I answer some questions from subscribers that I wasn’t able to get to during the Q3 webinar—everything from Africa to U.S. infrastructure to interest rates. As always, remember that you can send in any questions you have about the portfolio or about investing globally in the current environment to our customer service email address if you want me to answer them in an issue or update. […] Continue Reading…

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Turbocharging Your Retirement Savings

Here’s a sobering statistic for you: Nearly a third of American adults have no retirement savings at all. As in zero — not a single red cent.
And while that number includes young Americans just starting their careers, nearly one in five […] Continue Reading…

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Africa Is the New China

Is Africa the “next China?” Jeff Reeves and I discuss:

Africa is the most promising investment destination of the next 20 years. And it won’t be foreign development aid or Western generosity that makes the continent boom, but rather the […] Continue Reading…

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.