What does the French transaction tax mean for you as a personal investor? I just received a note from my broker here in Germany detailing the impact of the French transaction tax on the shares of French publicly traded companies. Implementation date 1 August 2012. The main points are: 1. [...]
I'm sure you have also spent a great deal of time thinking about what would happen if Greece finally called it a day and leaves the Eurozone. I am sure you have also come up with banking collapse, pension collapse, hyperinflation and even more hardship for the Greek population but [...]
Nothing to do with investing but something interesting on demographics, something I follow with a keen interest. According to the current world birth-rate the United Nations has estimated that the 7th billion person on the planet will be born at the end of October 2011. That is 7 000 000 [...]
If I was Greece I would default the reason is probably best explained in the excellent blog post by Harris Kupperman in his blog Adventures in Capitalism blog called What Should Greece Do? The post contains an article by Peter Gianulis, manager of Carrelton Asset Management with themost important part [...]
Arjun Divecha Chairman of the GMO Board yesterday published an interesting white paper titled Ruminations on China and India (free registration required) An interesting point argued in the paper: "That, in a nutshell, is the relative case for China vs. India. China succeeds if the government gets it right; India [...]
I just came across a great essay by David Einhorn (the successful head of Greenlight Capital) in which he outlines his thoughts regarding public debt and inflation. The New York Times op-ed article can be found here: Easy Money, Hard Truths Unlike many other market observers, Einhorn does not only [...]
Earlier this week Greece announced updated fiscal numbers and the deficit was way bigger than anyone anticipated. It all seems like a never ending story, doesn?t it? The good thing about investing is that you can get some of your new ideas just by watching the news. For me it [...]
I use Google Alerts extensively to keep track of my investments, especially small companies the media sometimes ignores completely. One of my alerts sends me articles on record highs and lows as I have always found such occurrences worthwhile to investigate further. Here is a few interesting alerts I have [...]
Andy Xie wrote a great article on Japan titled: Our Next Economic Plague: Japan Disease Growing old is hard, but watching formerly vibrant economies choke on debt and wither away is downright ugly Andy's article is about Japan but a lot in the article is just as applicable to Western [...]
Imagine your are a family of seven brothers and sisters. You're all married out of the house and living lives on your own. You are financially conservative but your brothers and sisters all to more or less a degree, think only of today and have steadily over a period of [...]
