The big inflation will be in the emerging markets like China when a revaluation happens due to them being as competitive as North America. It wont even be an inflation but a revaluation. They will be caught in technology and housing ownership will be widespread. Soon they will have their own Boeing. After that they… Read More »

The Value of Mutual Funds/ETFs In a Portfolio Warren Buffett has said that the person who does not want to worry about the stock market should be 90% in Index ETFs to the United States Stock Market (Dow Jones, S&P 500, and Russell) and 10% in short dated T-bills (Treasuries). This advice has value in… Read More »

Sorry for not posting all of 2016, I wanted to let the stocks get some time to ferment/brew.  Now we can see what type of results I have been getting over 2016 and since inception.  I have actually done pretty well, here are the results. Match Group (MTCH) this stock was recommended on December 23, 2015 at… Read More »

Silver is low, granted.  But it could get a lot lower if the stock market crumbles or there is a US recession.  Also gold priced in Canadian dollars is still at about $1400, granted the Canadian dollar is at 1.39 to 1 US dollar so you have lost purchasing power in other currencies. The lesson… Read More »

BYD Company, which is 10% owned by Berkshire Hathaways Warren Buffett, went from $28 Hong Kong Dollars to $41.95 Hong Kong Dollars since we recommended it.  You can verify here can see here http://thevalueswan.com/byd-company-is-the-chinese-tesla/ . China is emphasizing consumption thereby making its country less lopsided from fixed investment. BYD Company went as high as $62 HKD after we… Read More »

Previously I said investing in Russian Bonds was a good idea.  It turned out to be right as Russian bond yields have come down considerably as you can see here http://www.tradingeconomics.com/russia/government-bond-yield Russian businesses are highly undervalued at 1 – 3 times earnings (PE, Price/Earnings Ratio).  Meaning your buying businesses at 80 – 90% off based on… Read More »

This trade is not in the opinion of the management/owner of this Blog TheValueSwan.com .

Prior to the early 1990s the investing business and investing in companies took a lot of work and mostly depended on connections.  Now that there is the Internet we can invest in the stock market easily, and knowledgeably, or we can invest in private companies or people from the developed world to the developing world… Read More »

Would you invest along side the 3rd Richest man in the world, Warren Buffett, if you could? Do you feel bad missing the 1000% run-up of Tesla Motors (https://www.google.com/finance?q=NASDAQ%3ATSLA&ei=b8_NVPm3CqK1iAKimoD4Cg )? Well there is a company in China, on the Hong Kong Stock Exchange, that you could invest in that Warren Buffett owns 10%.  The company is… Read More »