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Taking Advantage of the Oil Refining Slump
Thomas O’Malley, a 68-year-old investor, has made billions for himself and his backers as an investor in oil refineries — those twinkling jungle gyms of pipes and tanks and columns that turn crude oil...
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Potential 101% Gains in Canola Farming
In the course of my never-ending quest for investment ideas and insights, I come across all kinds of quirky opportunities. In particular, I’ve long searched for different ways to get involved in...
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Successful Investing in China Despite the Risks
Investing always involves a kind of leap of faith. Investors have to believe that the numbers they are looking at are real. They have to believe that the financial statements reasonably reflect...
View ArticleWhy You Should Buy What Brazil Needs
Stefan Zweig pegged it right after all. In the late 1930s, the Austrian playwright and writer sought relief from war-torn Europe and settled in Brazil. He loved it. In 1941, he moved there and wrote...
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Why Investors Need to Look at Africa Right Now
Africa has had many false dawns. So there are good reasons to be skeptical of yet another rising sun, full of promise. But this dawn has been a long time in the making and has different foundations...
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How to Profit When Big Oil Bets on Natural Gas
Royal Dutch Shell said that by 2012 it expects more than half of its output will be natural gas — not oil. That is as if Starbucks said it expects to sell more tea than coffee. Yet this is not unusual...
View ArticleInflation Is Already Here with Lots More to Come
If Paul Revere were around, maybe he’d get on his horse and start yelling, “Inflation is coming! Inflation is coming!” I think it is coming. In fact, in many ways, it’s already here, just not yet...
View ArticleCheap Houses Hedge Inflation Risk
Investment ideas are cyclical. They come and go, like fashions or cicadas, obeying their own curious rhythms. In the last few years, rare was the investment thinker who said you should buy a house....
View ArticleOn The Trail Of The Housing Recovery
One crisp fall Sunday afternoon under bright blue skies, my wife and I visited five homes up for sale. We remembered them by their street names: Big Acre, Blue Silo, Pontiac, Prairie Rose and Lamont....
View ArticleHow to Open a Bank Account that Pays 16%
I just opened a bank account that pays me 16.2% annually. All I had to do was deposit a minimum of $180. I got the one-year time deposit, which means I have to leave the money alone for a year. But if...
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One Of The Best Bull Markets In The World — Mongolia Is A “Buy”
Find the best bull markets in the world. Get in early. Buy the best assets. Ignore the volatility. And enjoy the ride. That was the basic formula Harris Kupperman, CEO of Mongolia Growth Group (MNGGF),...
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The American Story… Abroad
In 1881, Dakota Territory had never sold a bushel of wheat to anybody outside of Dakota. Six years later, it sold 62 million bushels. What happened? I recently read Garet Garrett’s The American Story,...
View ArticleCrowds, Mencken and Wisdom from Two Great Investors
The study of crowds has always fascinated people in finance. It’s not hard to understand why. Markets can go to crazy extremes, extremes no one can make sense of. So, one favorite way to explain it...
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Banking Profits in a Beaten Down Market
“Banking has been around in one form or another since ancient times,” PL Capital’s latest shareholder letter notes. “It’s not obscenely profitable,” say the authors, but it is persistently so. For...
View ArticleFrontier Markets: Now’s Your Chance To Bank A Fortune
From Tbilisi and Vladivostok to Rio and the gold souks of Dubai, opportunities abound in the world. And just because you’re not 100% sure how to pronounce the names of some of these places doesn’t mean...
View ArticleAfrica’s Opportunity: Betting on the Inevitable
On my first full day in Johannesburg, South Africa, I made my way over to Melrose Arch. This is a relatively new area of wide streets and sidewalks. — and the story serves as a perfect anecdote to...
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An Oil “Revelation”
Spraberry/Wolfcamp. It’s an oil play in the Texas Midland Basin. It may have recoverable resources up to 50 billion barrels using the new oil extraction technologies. Peter Tertzakian, the chief...
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Cheap Stocks by the Bucketful
In an email to my Capital & Crisis readers on March 22, I shared a great speech by Dean Williams, then a senior vice president at Batterymarch Financial. (Delivered in 1981, it was called Trying...
View ArticleFrom Small Beginnings, Investors Are Made
“I made 48 bucks yesterday,” my son Calvin told me. “At this rate, I’ll make $240 a week.” I’ve started to introduce Calvin, who is 14, to stocks and investing. With some minimal guidance and ground...
View ArticleUpdate: Armchair Farming Is “In” Play
Two summers ago, I visited Regina, the capital of Saskatchewan. I’ve been writing about investing in farmland there since 2008. I showed readers how to invest in Assiniboia’s farmland partnership. The...
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