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Abandoned Laguna Quays Resort

The folly of cheap money, and a modern day Angkor Wat

June 25, 2020 Tim Staermose Leave a comment

Recently I came across an old piece I wrote, about four years ago, which today seems more apt than ever. It’s about the long-term consequences of near-zero interest rates,

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Posted in: About, Methodology Filed under: Education, Investing, Investment Fund
Tanzanian Shilling and USD

Earn 8% per annum in US Dollars on Tanzanian government bonds, via a European investment vehicle

June 23, 2020 Tim Staermose Leave a comment

As I’ve written before, one of the core attractions of investing in less developed markets around the world is that they still inhabit a normal universe where interest rates are positive,

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Posted in: Investment Ideas Filed under: Africa, Investing, Tanzania
A yellow small boat on the ocean

If you don’t have an investment process, you’re rudderless on the market sea

June 19, 2020 Tim Staermose Leave a comment

This morning, I got an interesting question from a reader. Referring to one of my past stock recommendations, Karoon Energy (KAR on the ASX), he asked if he should sell because he was down 50%.

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Posted in: About, Methodology Filed under: Education, Investing, Investment Fund
A lioness and lion in Africa

Only three times in my career have I seen a risk/reward set-up this good… and the last two times prices soared 5 to 10-fold

June 18, 2020 Tim Staermose Leave a comment

Sometimes you come across a market situation that makes NO SENSE… where companies are reporting significant increases in profits, yet their shares prices are low, and investors continue to sell them.

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Posted in: Investment Ideas Filed under: Africa, Investing, Tanzania
Wine bottles in boxes

The best fine wines in the world on sale!

June 12, 2020 Tim Staermose Leave a comment

One of my great passions, besides investing in stocks is buying and drinking fine and rare wines. I’ve been doing it for nearly ten years.

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Posted in: About, Lifestyle Filed under: independence, Investing, Lifestyle, Work from home

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Information on this website is general advice and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. The authors and/or entities associated with them may hold an interest in the securities mentioned. They may buy or sell such securities at any time. Information is current when published. Circumstances can change quickly. While every effort is made to verify factual information presented, we cannot guarantee that the information is correct.

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