Arminius

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So far Arminius has created 21 blog entries.

Geldzug: IT’S NOT JUST THE PROFITS YOU MAKE – IT’S ALSO THE LOSSES YOU AVOID!

08 May 2018 The first principle of the ALPS Fund’s strategy is based on the fact that staying invested in equity markets over the long term produces very good returns – an average of 8.8% pa in the US since 1871, and slightly better in Australia over a shorter period. This is why, most of the time, the Fund owns shares in the Australian, US, and European markets... [read more]

2018-05-09T14:31:49+00:00 May 9th, 2018|

Geldzug: SWEET HOME CHICAGO BOE

2 Mar, 18 There are very few stocks that most fund managers would buy and hold for 10 years – with the notable exception of everyone’s darling, Berkshire Hathaway, which famously never ever pays a dividend (with no complaints from the shareholders!)... [read more]

2018-03-06T18:53:40+00:00 March 6th, 2018|

Geldzug: WILL TECH DISRUPTION DESTROY YOUR SHARE PORTFOLIO?

As we investors watch famous names in retailing crumble under the relentless assault of Amazon, we start to wonder, “Which sector will be the next to be disrupted?” Then we think, “Will the companies in my share portfolio survive all these changes?”... [read more]  

2018-04-18T12:14:25+00:00 January 17th, 2018|

Geldzug: A GREENER CHINA IS A SLOWER CHINA

2 Oct, 17 Anyone who has been to Beijing in winter knows how bad the air pollution is there. The same is true of many Chinese cities because, from the 1980s on, governments at all levels were focused on maximizing economic growth and job creation. The future careers of local officials were heavily determined by the GDP growth rates which they managed to achieve in the areas under their supervision... [read more]

2018-04-20T22:26:56+00:00 October 2nd, 2017|

Geldzug: CHINA CRACKS DOWN ON OVERSEAS INVESTMENTS

1 Sep 17, Since 2008 the Chinese government has had an official policy called chuqu, or “going out”, which encourages Chinese companies to expand overseas by means of building new assets and acquiring existing assets. The strategy of building new assets has been mostly successful, with some exceptions: CITIC’s Sino Iron project at Cape Preston, Western Australia, for example, opened four years late, has run 200% over budget, and is still not profitable... [read more]

2018-04-20T22:27:21+00:00 September 2nd, 2017|
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