The Iconoclast Investor

Today I’m giving you some terms most frequently used when talking about the emerging markets, although Pauls’ SNaC system can be used for any stock. Please leave us a note here with any other terms you’d like defined.
BRIC — The BRIC countries are Brazil, Russia, India and China, and we often refer to the acronym [...]

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No matter how bad things get, there’s always someone who’s even worse off than you.  And because we’re all human, we can’t help but take a little comfort in that.
I just read a story that may make you feel a little better about the losses that the stock market has handed you in the last [...]

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You may be the kind of person who automatically genuflects when the name Warren Buffett is mentioned, or not.  My opinion of him has varied over the years.  In my youth, I just couldn’t understand why someone who obviously doesn’t care about money would devote his life to making more of it.  These days, knowing [...]

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You’re living through a historic stock market event, one that will be dissected in texts and articles for as long as people study the market.  Congratulations!
If your grandchildren ever get interested in the stock market and its history, you have a first-class, first-hand war story to tell them.  It’s a tale of greed and fear–the [...]

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My stock idea for today is a big Indian bank, ICICI Bank (IBN). This private-sector commercial bank has grown from an arm of the World Bank into one of India’s leading banks. It introduced ATMs into India and was the first Indian stock to list on the New York Stock Exchange. With [...]

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Cabot China & Emerging Markets Editor Paul Goodwin was recently interviewed about the emerging markets by MoneyShow.com and I wanted to share the Q&A here with you.
Question: Emerging markets have been beaten up in the last few months and this Russia/Georgia conflict, unfortunately, points out one of the problems with investing internationally-the uncertainty of government [...]

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For an investment opportunity you can take advantage of today, I suggest VisionChina Media (VISN).  Both Cabot Market Letter and Cabot China & Emerging Markets Report recommended it as a stock to watch last month, and I like the way the stock has acted since then.  It looks like it’s getting ready for a good [...]

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This weekend I asked readers to comment on the Olympics being held in China. Thanks to all who wrote in and if you didn’t yet, leave you comment here. Here are some of the great responses that I received.
“Dear Elyse,
China is a fantastic place and culture. The basis of all of our modern technology eminiates [...]

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Last Friday night I was going to watch the movie “P.S. I Love You,” but instead ended up watching the Olympics for several hours. I thought I would just watch the first few minutes of the Opening Ceremony, but once it got started, I couldn’t look away. The performance was amazing. The Bird’s Nest stadium, [...]

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For today’s stock, my recommendation is a mid-sized ($1 billion in revenues) steelmaker named General Steel Holdings (GSI).
Here’s what Paul Goodwin of Cabot China & Emerging Markets Report wrote a month ago in that publication:
“China’s appetite for steel is enormous, gobbling up about one-third of the world’s output every year.  The country is also no [...]

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