Chinacorns
The unicorn is a mythical beast, described first in the fifth century BC by Greek physician and historian Ctesias. In … Read more
marcuss
The October Effect Across The Globe
October is home to more than one frightening American (and, increasingly, global) tradition: Halloween. While that’s mostly about ghosts, ghouls … Read more
Chinese people are enormously under-invested in stocks
There are a lot of reasons to buy Chinese stocks… For starters, in June, index provider MSCI announced that Chinese … Read more
“Bit bugs” are the new gold bugs
On Sunday evening, I had the privilege of attending a small dinner with a handful of financial market gurus, plenty … Read more
Is China killing crypto? No. This is what is happening
The world of cryptocurrencies is in the midst of a tornado just now. Since the beginning of September, total cryptocurrency … Read more
There is always a market in crisis somewhere
“You never let a serious crisis go to waste. And what I mean by that is it’s an opportunity to … Read more
Bitcoin Gets A Eulogy From Another Guru
I spent nearly six years on the derivatives desk at JP Morgan here in Hong Kong. I held the CEO … Read more
Three Reasons Not To Not Buy Bitcon
A couple of weeks ago, after a long day fly fishing on the Yellowstone river in Montana, a group of … Read more
Everyone is guilty of home country bias, Especially The Assuies
For many people, there’s no place like home. But if you’re only investing at home, you’re missing out on big … Read more
Betted on Kazakhstan’s largest – and cheapest – bank
Yesterday, I told you about one of the world’s most hated markets and the potentially exciting investment opportunity that I … Read more
Kazakhstan – Big Potential And NPLs
Some of the best trades start with a disaster… when things are so bad they can’t get any worse. When … Read more
Emerging Markets In 2050
Not long from now, the entire notion of “emerging markets” will go the way of telephone land lines and gasoline-powered … Read more
Paris Hilton, China crypto crackdown & the worst way to buy bitcoin
Bitcoin for now is still outside the realm of traditional personal and investment finance. By that I mean, for the … Read more
This sector will leap if there’s a U.S.-China trade war
In case you can’t see the graphic on your screen, it reads, “Trump set to launch first major trade action … Read more
Hot Commodites Could Soar Further On Trade War
The President of the United States wants tariffs on goods imported from China. He made this demand during a recent … Read more