Your Compass for International Investing

Ideas, insights, and lessons learned from investing globally in over 45 countries and counting.

Updates on Uranium, Greece and Russia PLUS Observations on and Improvements to the Blog

This blog started a little over six months ago. I hope it has provided you with ideas, opportunities, and lessons without having to learn the hard way. Today, I want to talk about some observations on the blog itself. Specifically, what’s been popular, a general overview of the readership, and where things are generally headed. I’ll also introduce a couple of new features that I hope will improve your experience. Finally, I will update the key investment themes discussed in prior posts, namely uranium, Greece, and Russia.

Beyond Gazprom Stock and The RSX ETF:
The Investment Case for Russia Right Now, Part 1

One cannot write long about international and Emerging Markets investing without covering Russia. Russia is a member of the BRICS ensemble and, back in the ‘90s, was the first home-run emerging markets trade of the modern era. Many EM veterans cut their teeth in the ‘98 Russia default and its privatizations earlier in that decade on the equity side. Perhaps ironically, the Russian market’s lack of excitement today makes many of its companies a compelling opportunity now.