This is a fact that several of us here know and love, Small/mid cap’s are, have always been, and will most likely continue to be under-researched, under-covered, it’s just the nature of the business. The clever folks over at Franklin Templeton have just put out a short research paper on it, here are some snippets and […]
Read More →Bill Gross – Monopoly The latest paper from Bill Gross is focused on credit, credit growth and a usual critique of central bankers. So why bother with this? Well it’s a good concise argument that slow credit growth has led to sub-optimal global GDP growth and perhaps the original methods of running a central bank […]
Read More →Dr. Mobius has been a long term investor in Thailand and almost always pops up with a commentary during times of turmoil here (which appears to be every 2 years ever since I begun working here in 2004). In this piece he covers the infrastructure bill, Thailand’s economic resilience, and below is his comments on […]
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