Money and Finance
- Teenage Angst: The Implications Of China’s Slowdown
CHINA, an ancient civilisation, is still in its economic adolescence, a phase marked by growth spurts and mood swings. Other emerging economies endure this awkward period in relative obscurity, attracting only cursory attention. China has no such luck....
- Patient Capital's Q1 2012 Letter
Found via Canadian Value Investing. Despite the above noted issues Canada seems to be on top of the world. Canada avoided many of the serious problems arising from the financial crisis of 2008 and 2009. In addition, our financial system has been heralded...
- Loyal3 $500 Buy
In the past week I bought the following stocks in my Loyal3 account. Ticker $ invested Cost WalMart ...
- November Dividend
Hello Reader(s), Time to report my November Dividend since everybody else is doing it. DE 10.20T 13.34AAPL 1.41ARCP 12.58KMI 9.24TIS 5.25LTC 3.57CORR 15.21Total:...
- Project: Dividends Stocks For Teenager - New Stock Purchased
I wrote in December that my daughter accumulated enough money to invest into another stock. I created a list of stocks for her to choose from. Today she finally made her choice. She picked RY - Royal Bank of Canada. Here how she made her...
Money and Finance
CRABS & RIM Jobs
We don’t think it is a coincidence that the flaws in Canada’s banking system are being exposed at the same time China’s appetite for natural resources is being suppressed by a glass ceiling on capital misallocation. In fact, while traveling through China last year, we learned that many of Chinese refer to one particularly popular Canadian city as “Hongcouver” – hence, our strong interest in Canada and in meeting new friends up north. Today, the world’s “healthiest” economies are closely tied to the insatiable Chinese demand for resources. This is the part of the world that is supposed to be healthy. These are the countries the rest of us are counting on for growth. Yet, as noted in a recent report outlining the short thesis for iron ore, “The transmission mechanism that will take this disease that started quietly in the summer of 2011 and spread it globally are CRABS. The CRABS are the commodity rich countries that are riding China’s spending spree. They are Canada, Russia, Australia, Brazil and South Africa.” This is absolutely perfect. We think the CRABS will ultimately be a much bigger problem than the PIGS. If for no other reason, we understand that CRABS are highly contagious.
The good news, for value investors, is that CRABS isn’t the end of the world. And even in Canada, smart investors are still finding opportunities far away from bubbles in housing and commodities.
- Teenage Angst: The Implications Of China’s Slowdown
CHINA, an ancient civilisation, is still in its economic adolescence, a phase marked by growth spurts and mood swings. Other emerging economies endure this awkward period in relative obscurity, attracting only cursory attention. China has no such luck....
- Patient Capital's Q1 2012 Letter
Found via Canadian Value Investing. Despite the above noted issues Canada seems to be on top of the world. Canada avoided many of the serious problems arising from the financial crisis of 2008 and 2009. In addition, our financial system has been heralded...
- Loyal3 $500 Buy
In the past week I bought the following stocks in my Loyal3 account. Ticker $ invested Cost WalMart ...
- November Dividend
Hello Reader(s), Time to report my November Dividend since everybody else is doing it. DE 10.20T 13.34AAPL 1.41ARCP 12.58KMI 9.24TIS 5.25LTC 3.57CORR 15.21Total:...
- Project: Dividends Stocks For Teenager - New Stock Purchased
I wrote in December that my daughter accumulated enough money to invest into another stock. I created a list of stocks for her to choose from. Today she finally made her choice. She picked RY - Royal Bank of Canada. Here how she made her...