World Money Analyst

The Paper Trail

March 2014 | Issue 3.03

If we can extricate ourselves from the obsessive machinations that have saturated the media about a missing Malaysian aircraft, there are certainly other international happenings to ponder. Now, that’s not in any way meant to diminish the urgency and concern for the plight of the passengers and crew aboard the missing plane. I worked in the commercial aviation industry for over two decades and lost friends and coworkers when TWA Flight 800 crashed…

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World Money Analyst **ALERT** On Russia and Ukraine

March 2014

The political posturing and brinksmanship between Russia and the Western powers over events in Crimea seems to have crested this week, and cooler heads will hopefully prevail. As you know, we have several “open” recommendations in Russia and the Ukraine, and we wanted to alert you to the implications these events have had on our investments and what actions to take.  

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When Trends Collide

February 2014 | Issue 3.02

The spirit of Jean-Jacques Rousseau was called forth last week with news that the Swiss had voted to limit immigration. The victory was a squeaker—the measure passed with 50.3% of the vote—but it was a victory nonetheless. Considering that just about every heavy-hitter in business, politics, and government came out in opposition to the referendum, that it managed to pass is testament to just how passionate the Swiss are about this issue.  

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Taking the Long View

January 2014 | Issue 3.01

I am a big fan of science fiction movies, and last week an iconic film considered the "father of the genre" was shown on a popular cable channel. I don't habitually devote much couch time to vegetating in front of the flat screen, but for the chance to watch Forbidden Planet, I made the time. Released in 1956, Forbidden Planet would forge the mold from which many other science fiction films would be…

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The Re-Source Currencies

December 2013 | Issue 2.12

Images of stranded travelers in airports across the US in early December was confirmation that winter had arrived. For those that live in less temperate climes, winter preparations are part of a homeowner’s seasonal routine, like a final cut of the lawn and tree pruning in October. The waning days of summer usher in the baseball playoffs and signal the start of a new school year in the US. Here in the Alps,…

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Too Cheap To Ignore

November 2013 | Issue 2.11

Celebrations and remembrances are part of the human condition. The rituals that accompany birth (and death) days, assorted anniversaries, and national and religious observances are customs tightly woven into the fabric of every culture. The attendant cultural norms that universally prevail require a certain degree of savoir-faire as to one’s behavior and what is expected. If you need proof, just overlook your wedding anniversary—particularly dangerous when the number of years being celebrated is…

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Demise of the Widow Maker

October 2013 | Issue 2.10

Having returned last week from the Casey Research Summit in Tucson, Arizona, my thoughts remain somewhat in its shadow. The pace of the information flow was as stimulating as the conversations among attendees, faculty, and presenters during the breaks. As I traveled onward following the Summit’s conclusion, I had that faintly surreal experience reminiscent of my childhood, headed home in the back seat of the family car after a cola-and-candy fueled day at…

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Emerging Markets: One Size Fits One

September 2013 | Issue 2.9

Dear Globalphiles, This month, the Maypole around which our analysts will weave their investment theses is emerging markets, interest rates, and currencies. No surprise, really, as these three related topics have lately hogged a lot of airtime and column inches. And understandably so, considering the latest brow-raising sell-off in emerging markets and emerging market currencies. What a large slice of the media has failed to understand is that “emerging markets” is a…

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Offshore (and Legal) Asset Protection Strategies

August 2013 | Issue 2.8

As mentioned in the June issue, I traveled to Singapore and Malaysia and returned last month. My trip was a research and due diligence assignment on several companies that offer international diversification services and products. And I was not disappointed. Later in the issue I review the safe deposit service of a private vault operator in Singapore. This company should top the list of contenders for anyone looking to store precious metals in…

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Mind The Bias

July 2013 | Issue 2.7

“Mind the bias” was her advise, stated in a tone reminiscent of a weathered sage. My late Aunt, an accomplished seamstress, was talking shop and swapping tips with others who sewed at a family gathering. She was referring to the sewing and construction method where the fabric is cut on the bias, cross-grain on an oblique angle. The technique requires a careful selection of appropriate fabric and the execution of some rather…

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