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“Price is what you pay; value is what you get.”– Warren Buffett Warren Buffett’s aphorism has been rightly celebrated. But to be a true value investor, it helps to have values. Courtesy of near-zero interest rates and global competitive currency debauchery, it is increasingly difficult to assess the value of
We’ve discussed many times before—hardly a month goes by without some major action against Internet users… from Obama’s ‘kill switch’, to ACTA, SOPA and PIPA, to stasi tactics against people like Kim Dotcom. Online privacy is becoming more important by the day. And nobody is going to give it to
[Editor’s Note: Darren Kaiser, Sovereign Man’s Chilean property consultant, is filling in for Simon today from Santiago, Chile.] During most of the 2000s, I patiently sat on the sidelines while the paper-fueled run up in asset prices (primarily stocks and real estate) in my home country took off. I always
Reporting from Buenos Aires, Argentina Selling snake oil and issuing unbacked paper currency are not so different. They’re both wildly successful ploys for the guys pulling the strings. And they’re both complete scams that depend solely on the confidence of a willing, ignorant public. But once the confidence begins to
Reporting from Punta del Este, Uruguay “Charming” is, I believe, the word most often used to describe Uruguay. People tend to make a lot of parallels to the United States in the 1950s– a much slower pace of life, less government intrusion, and family focused. The capital city of Montevideo
Five full years on from the financial crisis, stock markets have regained lost ground and are within striking distance of new record highs. Yet, it’s only NOW, after all the gains from the bottom have been made, that the investing crowd is starting to put money back into stocks. Curious.
February 6, 2013 Santiago, Chile Chile is about to become the easiest place in the world to form a company and start a business. According to a new law that was recently passed, the Chilean government is slashing the bureaucracy associated with forming a company here to the absolute minimum.
February 5, 2013 Santiago, Chile Exactly ten years ago to the day, I was in the Kuwaiti desert waiting for George W. Bush to ‘make his decision’. You may remember the circumstances. Ever since labeling Iraq, Iran, and North Korea the ‘Axis of Evil’ in January 2002, the President had
February 4, 2013 Santiago, Chile Midway through the Super Bowl stadium blackout yesterday evening (which seems a convenient metaphor for the decline of the West… something ripped out of the pages of Atlas Shrugged), I briefly ducked out on my guests to check email and read the news. Some friends
February 1, 2013 En route from Lima to Santiago Let’s end this week with something that we haven’t done in many, many moons: a Q&A. Each week, my staff receives hundreds of questions from the 100,000+ Notes from the Field readers… and given the utter insanity which pervades the West
It’s been a couple of years since I’ve been to Lima, and I’m amazed at the growth that has taken place in that time. The level of disposable income has risen dramatically as more people have been pulled into the middle class. And despite the increase in the number of
January 30, 2013 Central Chilean Coast [Editor’s note: Sovereign Man contributor Darren Kaiser of Chile-Farmland.com is filling in today while Simon is en route to Peru.] sov·er·eign·ty n. pl. ·ties 1. The quality of having independent authority over a certain geographic area. 2. A territory existing as an independent state. Human
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