Tim's latest thoughts

Who is Tim Staermose, the Global Value Hunter?
I’m a full-time investor and investment writer.  I grew up all over the world, in Tanzania, Denmark, Egypt, Singapore and Australia – where I completed my higher education.  I have an unorthodox background.  And it shapes my approach to investing and life.

My readers appreciate this, and often comment that I bring them a valuable alternative perspective they can’t get anywhere else. Read more…

@Swahilikidbooks @Balimponya The media has blown out of all proportion, the story that Tanzania didn't take it seriously. If people were "denying" Covid exists why were they then praying to keep it at bay? I was in a govt office three weeks ago. Masks were common. People in Tanzania were taking precautions.

@Swahilikidbooks @Balimponya There have been deaths in Rwanda from a second wave too. One of the prominent economists was the one I recall being written about widely. Small sample spaces but lockdowns or no lockdowns Covid still an issue. But if no lockdowns at least those living day to day struggle less

In case you missed it: 2 African countries: One prioritized health, the other focused on the economy. Who will ultimately emerge stronger? https://t.co/M99MDZmQCl #globalvaluehunt

Two points 1) You have probably not "missed it" even though commodities are up 43%.The cycles are long. Years not months. 2) Why not invest in African stock markets? Generally the continent benefits from strong commodities. NO ONE is talking about that yet https://t.co/zF7PworzwU

Lots of unknowns still about long term effects of short-term policy measures to combat the pandemic. History will be the judge. https://t.co/BLX2WYjVDb

Perhaps President Magufuli was right to suspect the coronavirus testing methods. Instead of global ridicule by the haters, maybe he is owed an apology. Long thread. Worth reading in full l, however. Make up your own mind. https://t.co/ionckMwnF8
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