When Foreign Government Bonds (Sovereign) also give “buy low, sell high” opportunities

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One of my favorite books is Ben Graham’s “The Intelligent Investor”. This page from the fourth revised edition (1973) gives a short but fascinating history of some amazing price swings in the not-too-obscure category of foreign government bonds, interesting in part because the government issuers aren’t around in the same form any more (Cuba had […]

Book Event "The Singapore Blue Chips" in Hong Kong on Wednesday, August 2nd 2017

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My friend and colleague Umesh Desai, author of “The Singapore Blue Chips: The Rewards & Risks of Investing in Singapore’s Largest Corporations” will be presenting his book in Central, Hong Kong next Wednesday on August 2nd, 2017 at 4:30pm.  I have written a brief book review earlier describing it as an easy, modular read on […]

Brief Book Review of "The Singapore Blue Chips" by Vijayaraghavan and Desai

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My friend Umesh Desai recently gave me a signed copy of his book “Singapore Blue Chips: The Rewards and Risks of Investing in Singapore’s Largest Corporates”, which he co-authored with Nandini Vijayaraghavan.  It is available from both the publisher and Amazon. The book is an easy, modular read with each chapter providing a concise history […]

Videos of Jim Rogers speaking in Shenzhen February 25th 2017

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This past Saturday, February 25th 2017 at the Ritz-Carlton Shenzhen, legendary investor Jim Rogers spoke to packed rooms about China, investing, the dollar, and having children, especially girls.  Below are just three short videos from the event posted on our YouTube channel “GFM Money Minute”: Be inspired!

A 63-year chart of US Interest Rates and the 35-year old bond bull market

Posted Leave a commentPosted in Books, Education, Investing

I love long-term charts, and recently started re-reading the 5th edition of Jeremy Siegel’s classic “Stocks for the Long Run“.  Being naturally curious, I also like to keep an eye on how investments in “Bonds for the Long Run”, “Balanced Portfolios for the Long Run” and “Alternative Investments for the Long Run” would do.  Siegel’s […]