Mark Mobius: Tapering has been overblown

After the tailspin of 2013, emerging markets are now looking cheap, says Mark Mobius, Templeton Emerging Markets executive chairman. He tells the FT’s Josh Noble that tapering has been fully priced in and that far from being another bad year, 2014 should see outperformance by the sector.

Charlie Munger: Invert And Use “Disconfirming Evidence”

Charlie MungerCharlie Munger is considered to be one of the best investors and thinkers alive today. His thoughts and statements on investment research, investment psychology, and general rational behavior are often incredibly insightful. Anyone can learn something from this billionaire investor and philosopher. Q2 2020 hedge fund letters, conferences and more If you’re looking for value Read More