Another Angle on Commodities Investing: An Analysis of Four Transportation Stocks in Russia
Commodities investing tends to focus on the price of the underlying good. Investors typically concentrate on the good or its producers. For example, in one of my first posts, I outlined various ways of playing the uranium sector.
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 2
Following last week’s piece, I wanted to delve into some specific names in Russia, both to consider and to possibly avoid. The background risks and tailwinds discussed in the last post apply to all of these names and should be incorporated into any analysis.
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.
4 Reasons to Invest in Uranium NOW
And the Best Stock to Consider
The holy grail of investing is finding large mispricings with a clear and imminent catalyst to realign prices. These can be found due to market structure and non-economic factors, like human behavior (as discussed in my prior article on cycles), which causes people to extrapolate recent history beyond what is appropriate.
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- An Update on the Macro Thesis for Investing in Turkey and Two Blue-Chip Stocks to Consider
- Emerging Markets are an Opportunity Set, Not an Asset Class
- Another Angle on Commodities Investing: An Analysis of Four Transportation Stocks in Russia
- My Investing Process and 3 Productivity Trading Tools for Investors