Ferraris, real estate or stocks?

Buenos Aires, Argentina Last week’s lunch at the American Club in Buenos Aires was thoroughly enjoyable. Around 12 of us …

MAGA: Mission Accomplished?

Well that was easy! After less than two years in office, Trump says it’s “mission accomplished.” A presidential tweet: I …

Are US stocks still overpriced?

After the spike and correction in the first quarter, US stocks have resumed their grind towards higher ground. Valuations remain …

Turkey gets roasted

Just last Thursday I highlighted how Turkish stocks were approaching their 2009 lows, in dollar terms. But I also said …

Blood-soaked FAANGs

Today I’ve decided to share a recent article written by Bill Bonner, a friend who I’ve worked with in the …

It’s time to sell Russian stocks

The confrontation between NATO allies and Russia is escalating fast. Russian stocks are highly attractive on a financial basis. But …