Multi Currency Investing

Recent messages have looked at the struggle between inflation and deflation because few economic fundamentals will have as much impact on how you should diversify your multi currency portfolio. The key to understanding these economics is a clear view of how much the global economy shrinks (deflation) versus how much governments borrow to stop that shrinkage [...]

This is a exciting time, filled with opportunity….if we correctly guess what future economic scenarios might unfold… and always keep value in mind. Value is our anchor in the tides of an ever changing world.  Markets are continually in a state of flux…sometimes priced too high…sometimes too low.  Hardly ever are they priced right… always distorted. The [...]

A huge question we must ask is whether we will see inflation or deflation in the period ahead. Some steps on the part of the Fed, like reducing interest rates to zero suggest deflation. When Japan’s real estate and stock market collapsed in the 1990s, Japan’s Central Bank did the same. Deflation ensued. However the global government [...]

2008 has been the easiest year I ave every seen to lose money honestly….but with a scam like this we can learn that everyone needs scam protection! Thomas Fischer just sent Jyske Global Asset Management’s latest update whihc said: The week started with another financial scandal shaking an already nervous market. The New York financier Bernard Madoff [...]

This is a summary through November 2008 of Emerging Market Value reviews of Michael Keppler’s market valuations. Recent Developments & Outlook Emerging Markets equities continued their recent downturn if only at a slower rate compared with their sharp  drops suffered in September and October. Last month, the Morgan Stanley Capital International (MSCI) Emerging Markets Total Return Index (with net [...]

Here is the global major equity market value update for November to  December 2008. Markets have collapsed globally creating some great values.  As this  opportunity ripens, be sure to invest in markets that represent good value. This is why we continually watch global market values carefully. Here is a summary of the November to December 2008 Major Market [...]

Here is an interesting multi currency fact that provides us with a valuable investing idea. A review of our model portfolios in 2008 shows that the blue chip portfolio dropped more than the emerging market portfolio. Portfolio               11 and 12 month Performance Green Portfolio    Oct  2008    -56.08%    Nov 2008  - 208.91% Emerging Market Oct  2008    -73.79%    Nov 2008  [...]

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