Browsing: Commentaries

Dan Rasmussen of Verdad Advisers had a good discussion with the Excess Returns podcast where he pointed out that its…

As noted in the past and besides investing in Europe and AI, it seems many fund research pieces are pushing…

This post covers the Africa Funds section for our EM Fund Stock Picks & Country Commentaries posts emailed weekly and…

This post will act as a continuously updated “evergreen post” for our EM Fund Stock Picks & Country Commentaries posts…

In the alt-finance podcasting space, the RealJohnGaltFLA (johngaltfla.com) recently did this interview that also did a good job of covering…

This post covers the Other International Funds and Closed or Inactive Funds sections for our EM Fund Stock Picks &…

As of early November, a few straggler September/Q3 and new October fund updates have become available (our continuously updated post…

This post covers the Various Frontier Market Focused Funds section for our EM Fund Stock Picks & Country Commentaries posts…

It feels like the mainstream corporate media has finally discovered the AI bubble that’s been talked about in alt-finance circles…

Our July 27th post noted Charles Hugh Smith’s (OfTwoMinds blog) and investor Ed Dowd’s (Phinance Technology) thoughts about the AI…