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Harris Kupperman — Creating Ways to Invest in Unique Trends

Tue, 07 May 2013 18:19:54 -0400

Harris Kupperman is an international growth hedge fund manager who basically launched Mongolia Growth Group (YAK.V MNGGF) because he was looking for a way to invest in a trend that wasn’t really available. His talk wasn’t really so much about the company they’ve been building (and which I bought a few weeks ago), but about [...]

Personal Sale: Not so much “Mongolian”

Wed, 27 Mar 2013 14:21:42 -0400

A while back I invested in Blue Wolf Mongolia (MNGL), which is a blank check company — they were set up to collect capital and invest it in an operating business or use it to take over another company. The idea was that the business would be in Mongolia, and presumably connected to natural resources [...]

The Next Great “American” Investment Isn’t In America

Tue, 05 Feb 2013 08:30:00 -0500

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, which came out in 1955. It is a well-written history of America, unusual because of its emphasis on the powerful economics that drove the country to great heights. Garrett tells the Dakota story in this book, which is a useful reminder [...]

The Next Great “American” Investment Isn’t In America appeared in the Daily Reckoning. Subscribe to The Daily Reckoning by visiting signup for an Agora Financial newsletter.

Buying, Fretting and Re-Checking Some Possibilities

Fri, 25 Jan 2013 18:47:22 -0500

I’ve got a few thoughts to share this week — no new teasers have caught my eye as interesting ones to share specifically with the Irregulars this Friday, but we sure have been seeing a lot of the graphite and graphene teases again (like Byron King’s pitch, and the Oxford Club’s graphite spiel), and everyone [...]

The “Renminbi Bloc”: China’s next step to the end of dollar supremacy

Fri, 26 Oct 2012 10:30:47 -0400

China has quietly taken a huge step toward supplanting the dollar as the world’s reserve currency. A report from the Peterson Institute for International Economics concludes a “renminbi bloc” has formed in East Asia. That is, since the Panic of 2008, seven out of 10 major economies in East Asia have tracked the renminbi closer than the dollar. That includes South Korea, Indonesia, Malaysia, Singapore and Thailand. The lone holdouts are Hong Kong, Vietnam and [...]

The “Renminbi Bloc”: China’s next step to the end of dollar supremacy appeared in the Daily Reckoning. Subscribe to The Daily Reckoning by visiting signup for an Agora Financial newsletter.

“How Steve Jobs’ Mentor Turned a $5-Million Pipe Dream into a $340-Billion Reality”

Mon, 10 Sep 2012 16:47:35 -0400

This one may not be entirely loaded with secret stocks, since I suspect quite a few ardent Gumshoe readers have already figured out who they’re talking about as “Steve Jobs’ Mentor” … and therefore figured out which company they’re teasing … but, well, I’m still getting a lot of questions every day on this one, [...]

Money on the Frontier: Mongolia, Myanmar and Africa

Fri, 04 May 2012 12:52:11 -0400

A few readers have written in asking about Chris Mayer’s new pick in Mongolia — he hinted about such a pick in a recent email interview he did with his colleagues at Daily Resource Hunter, but there weren’t many clues. This is his exchange: “What is your favorite emerging market right now? “Right now, I’m [...]

Investing in Mongolia: Is It Time to Buy the World's Fastest Growing Economy?

Thu, 15 Mar 2012 06:00:42 -0400

It is the world's fastest growing economy. It also may be the world's best kept secret.

Yet it is true. Mongolia is growing twice as fast as China and it's a market most investors know little about.

While Chinese GDP is forecast to grow by 7.5% in 2012, the Mongolian economy is set to grow at a blistering pace of 14.9%.

That's down a bit from 2011-but not by much.

According to official statistics, the Mongolian economy grew 17.3% in 2011.

Taking the two together, Mongolia would have the world's fastest growth rate, beating Qatar and Libya over the same two-year time frame.

So is there a way a regular guy can make money out of all this growth?

Or to the larger question: Is the Mongolian market where we should be putting our hard-earned savings?

Investing In Mongolia

To start, it's not all good news when it comes to investing in Mongolia. There is some bad economic news that comes along with the good.

To continue reading, please click here...

Over 10,000 Cases of Rampant Chinese Corruption to the Tune of $120 Billion

Mon, 20 Jun 2011 00:40:47 -0400

Apparently, winning first prize for financial research in the China Society for Finance and Banking annual awards was reason enough to accidentally release an internal-only document from the People’s Bank of China. What the report revealed — over 10,000 corrupt Chinese officials laundering and transporting roughly $120 billion out of China during a 15-year span [...]

Over 10,000 Cases of Rampant Chinese Corruption to the Tune of $120 Billion originally appeared in the Daily Reckoning. The Daily Reckoning provides over half a million subscribers with literary economic perspective, global market analysis, and contrarian investment ideas. The Daily Reckoning regularly features articles by Addison Wiggin author of Empire of Debt, Chris Mayer Invest Like a Dealmaker, and Bill Bonner Financial Reckoning Day.

Mongolia ETF: A Copper Play In The Making?

Wed, 01 Jun 2011 17:00:56 -0400

Van Eck, the exchange traded fund (ETF) innovator, is pulling together a fund that will track the country of Mongolia. The paperwork has been filed with The Securities and Exchange Commission for the Market Vectors Mongolia ETF. According to the filing, the fund will invest about 80% of revenue...

Why Mongolia’s set for massive urbanization

Wed, 25 May 2011 23:43:00 -0400

I owe thanks to Sublime Oblivion's Anatoly Karlin for linking to Kit Gillet's article in the Guardian, "Vast Mongolian shantytown now home to quarter of country's population". It turns out that over the past two decades, the Mongolian capital of Ulan Bator, has grown immensely, developing shantytowns as the traditional nomadic herding lifestyle of the Mongols becomes non-viable and despite the

“$51 Billion Worth of Soviet Oil” Revisited

Wed, 06 Apr 2011 16:42:44 -0400

One of the all-time best-performing ideas in the history of stock teasers, right up there with NetFlix and Skyworth Digital, came to us from Christian DeHaemer as the first salvo in the enthusiastic battle of Mongolia’s resources. I first wrote about this pick of his back in February of 2010, when it was one of [...]

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Mongolia: Belle of the Ball

Sun, 06 Mar 2011 22:34:16 -0500

Citigroup looks to bury the BRIC and N-11 labels in a recent research piece that indentifies rather ’3G countries’, i.e. those currently holding the most promise as ’global growth generators’ over the next four decades. To this end, Brazil, Russia and South Africa among others get bumped to tier 2 status while eleven others are more elevated per the [...]

“Bank 1369% Off Mongolia’s Secret Uranium Rush”

Thu, 27 Jan 2011 13:25:44 -0500

Today I’m running late for a performance by one of my fabulously talented children, so I have to give you just a brief answer and open up the floor for questions and comments — let you, in short, do the research without much of a head start from me. I can, however, at least tell [...]

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Energy Blast – April 5, 2010

Mon, 05 Apr 2010 06:45:53 -0400

One result of Vladimir Putin's visit to Venezuela was an ageement that Russian oil companies will be permitted to help explore the $30 billion Junin-6 oil field project in exchange for giving Venezuela a $1 billion 'entry ticket', $600 million...

4-1-10 Daily Small Cap Market News and Stock Highlights from SmallCapVoice.com

Thu, 01 Apr 2010 11:22:35 -0400

Stocks are sharply higher on growth in overseas manufacturing and a drop in initial US jobless claims A government report showing initial claims for unemployment benefits fell last week added to the market’s enthusiasm following upbeat manufacturing reports overseas. International markets rose after new reports showed growth in manufacturing in China and the 16-country bloc that uses [...]

Legally Raid China’s Pantry: Opportunity in Mongolia?

Wed, 03 Feb 2010 12:52:27 -0500

This teaser ad looks like it’s the launch of a new service from Christian DeHaemer, who has blessed us with a great many “Indiana Jones” teasers over the years, talking about the tiny companies he’s been ferreting out in frontier markets and war zones for the newsletters he used to edit at Taipan — now [...]

This is just the beginning -- visit www.StockGumshoe.com by clicking the article title, and you'll see the whole story.

Thermal Coal Investments: China Fires Up a New Age for This Commodity

Mon, 01 Feb 2010 11:06:12 -0500

Thermal Coal Investments: China Fires Up a New Age for This Commodity by Tony Daltorio, Investment U Research Monday, February 1, 2010 The price of thermal coal recently broke through the psychological $100 barrier for the first time in more than a year, just as a wave of brutally cold weather and heavy snow hit China. [...]

Energy Blast – Dec 1, 2009

Tue, 01 Dec 2009 05:03:23 -0500

An international tribunal has ruled in favor of Yukos shareholders who are seeking up to $100 billion compensation from the Russian government after the company assets were frozen and subsumed into Rosneft in 2006. The ruling deemed that Russia is...

Investment Interest in Low-Income Countries May Increase

Mon, 01 Dec 2008 13:36:24 -0500

Low-income and emerging market countries could see increasing international investment interest as investors turn away from high-yield assets, according to a new Working Paper* published by the IMF. The recent round of debt relief has restored debt sustainability in many low-income countries (LICs). This, along with a continued search for yield and desire for portfolio diversification [...]

Uranium 308 Corp. (URCO.OB) Gains Knowledge, Hires Mining Expert as Consultant

Fri, 19 Sep 2008 08:25:58 -0400

Uranium 308 Corp. (OTCBB: URCO) announced that Yuting Guan, who has extended experience in China’s mineral resources industry, has joined its team as a consultant. The initial goal in the hire is to use Guan’s contacts to secure a joint-venture partner to co-develop its Janchivlan uranium exploration property in Mongolia. “We believe Mr. Guan’s unique combination of [...]