Emerging Markets

Investing After a Crash

June 29, 2013

One of the oft repeated tenets of investing is to buy assets at a significant discount. Most investors cite the old Rothschild adage to “buy when there is blood in the streets.”  Other successful investors have found that if you buy real assets that are down 80% or more there is a high probability of […]

Read the full article →

Felix Zulauf 2012 Views

October 31, 2012

Felix Zulauf was interviewed by Barrons last week. Every fall Barrons invites a lot of the Roundtable members to share their views for the remainder of the year. As I’ve mentioned previously, Zulauf, Marc Faber and Fred Hickey are worth paying attention to. It appears as though Zulauf has softened his stance in the last […]

Read the full article →

Chanos’ Thoughts on Chinese Accounting

September 20, 2012

Jim Chanos continues to be bearish on China.  In a recent interview with CNBC, Chanos said that 20% of his macro fund is still short the H shares in Hong Kong.   Chanos called the H share market a “roach motel.” Chanos said that he would not trust the accounting of any Chinese companies. Chanos […]

Read the full article →

Hugh Hendry and Jim Rogers in a War of Words Over China

July 24, 2012

Longtime China bull Jim Rogers had some harsh words for China bear Hugh Hendry over the weekend. “Hugh has been dead wrong about China for three years now and China has not collapsed as he predicted, loudly, verbally and widely,” said Rogers. Hugh Hendry has written scathing reports over the Chinese growth plan which he […]

Read the full article →

Jim Chanos More Bearish on China Than Ever

July 1, 2012

Legendary hedge fund manager Jim Chanos is more bearish on China these days. The most outspoken Sino-Skeptic is Wall Street short-seller Jim Chanos, who over the past several years has placed negative bets on the stocks of major Chinese banks, real-estate developers, and mining concerns, like Australia’s Rio Tinto (ticker: RIO) and Brazil’s  Vale (VALE), […]

Read the full article →

What is the Contrarian View Right Now?

April 23, 2012

  Every investor inspires to be  a “contrarian” yet most fall victim to groupthink. The paid to play crowd are often more interested in saving their career than with absolute performance. Subsequently, money managers often have near identical portfolios. One of the great contrarian indicators is the Barrons Big Money poll. This survey gives you […]

Read the full article →