1 / 5

Forest Fire Investing

Forest Fire Investing

phinupham
Download Presentation

Forest Fire Investing

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Forest Fire InvestingBy PhinUpham

  2. Investing From a Global Perspective • See the forest rather than the trees • Blend different lenses to see what others are not • Competition between experts: tallest tree in a forest was in 10 years? • A botanist: fastest growing • An immunologist: tree with disease • A pedologist: tree rooted in most fertile ground • Are they all wrong? • A layman: stepped back and saw possibility of a forest fire • Layman chooses tree alone in the field. • What happens if this crisis breaks on a global scale? • What is the most likely equivalent of a global forest fire?

  3. This Too Shall NOT Pass • Debt of global recession • Might not pass until ugly adjustments are made • Great Depression ended with WWII • War effort lifted US, drove economy • If that crisis was ended by a world war could this one too?

  4. Obvious Hotspots • Israel: At odds with near-nuclear Iran. • What will the cascade of responses to this be? • Former Soviet and Baltic States: discontent as currencies are under pressure • China: Escalating protests • Problems are significant. • “You make us rich, you can have power” tested.

  5. Area of Deep Concern • Totalitarian countries: oil exporters who have high marginal costs. • Middle East is fine • Wealthy nations like Canada will be fine • Troubling examples: Russia, Iran, and Venezuela. • Marginal cost close to $100

More Related