Finding Opportunity Far and Near

Bill Clinton and Frank Giustra with Peruvian President Ollanta Humala and his wife, Nadine Heredia in Lima (left) and at a ribbon-cutting ceremony in Carhagena, Colombia (right).

Samuel Johnson once said, “The use of traveling is to regulate imagination by reality, and instead of thinking how things may be, to see them as they are.” Although penned by an 18th century English writer, the idea holds true in today’s highly connected world of search bars, tweets and breaking news. Our portfolio managers’ research trips to foreign countries authenticates the data from a Bloomberg terminal or an earnings report. Treks add tacit knowledge to our wealth of explicit facts.

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Stock Market Correction near but Bull Market has LONG Waves to Go!

[From Your Editor Marc Courtenay: Technical analysis is interesting, especially when looking for patterns that have been seen in recent years. This article is based on Elliot Wave Theory, and it is just that, "theory". That said it does indicate that after a relatively brief market pull-back the major stock averages have a long way to go on the upside. Only time will tell.]

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Why Are So Many Seniors Still Working?

 

Go into any fast food restaurant or retail store and you’ll find a lot of seniors working for minimum wage. Here’s why.

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When to Buy a “Buy"

Buy, sell, hold, or pass altogether? This is the dilemma we face as investors, particularly if we subscribe to one or more investment newsletters. If a company was recommended in a previous issue, are we too late? Did the price escalate rapidly, or is it still a good choice? I subscribe to many newsletters myself, so it's an issue I deal with often. Fortunately, the answer is likely the same no matter how many different publications you read.

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Trends in Asset Classes set to Shift

The latest warning sign on US equities came from the recent issue of Barron’s. A recent survey of big money managers showed extreme bullish sentiment. 86% polled were bullish on stocks over the next six to 12 months while only 7% were pessimistic.

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