Friday 29 November 2013

Weekly Global Strategy Screencast: Playing "The Internet of Everything" investment theme

Screencast: Playing "The Internet of Everything" investment theme

In this week's animated presentation with audio commentary, I take a look at how to play the "Internet of Everything" investment theme, without falling into the trap of paying very high valuation multiples for social media and e-commerce stocks, i.e. the likes of Facebook, Amazon.com and Linkedin.com. 



Or simply click to watch the video (small window size) below:


For an introduction to the Internet of Everything, watch the Youtube videos below:




Happy investing!
Edmund


Thursday 28 November 2013

Wednesday 20 November 2013

CNBC Europe: Talking about the US economy, small-caps

Click on the link below to hear me talk on CNBC Europe's Squawkbox programme on Friday, 15 November about the US economy, a prospective recovery in investment and why small-caps could continue to out-perform. 


Happy viewing! 
Edmund

Global Financial Market Trends - Animated Slideshow with Audio Commentary

For my views on key global financial trends, watch this 4-minute video clip, which goes through a short slideshow of key market charts, together with an audio commentary.




I hope you find this helpful,
Edmund

Time to Stock Up on Claret?

For those who like to look at alternative investments outside of the traditional stocks, bonds and cash asset classes, here is an interesting value suggestion - Bordeaux red wine!

Now the beauty of this investment, unlike the traditional three asset classes above, is that you have the choice of re-selling the wine later on as an investment, or perhaps more interestingly, you can enjoy it yourself, with a good meal and good friends for instance!

The price of fine wines on the Liv-ex wine exchange has fallen steadily since early this year, and now sits over 30% below its mid-2011 high (see chart below). 

Fine Wines becoming More Affordable...
 Now, I would also point out that 2011 and 2012 red Bordeaux vintages, while perfectly drinkable of course in the main, are nowhere near as good in general as the exceptional 2009 and 2010 vintages, according for instance to the wine merchants Berry Bros. & Rudd. 

2009 and 2010 Red Bordeaux - 10/10!

(For more details on wine vintages, and World Wine Vintage information, look at:
Berry Bros. Wine Vintage Table).

So my non-stock market recommendation of the day: Go stock up on affordable 2009 and 2010 French red Bordeaux vintages, as they still represent good value given the slowing growth in demand from the likes of the Chinese consumer. 

For those looking to buy a good Bordeaux Superieur or even a Clairet (a type of Rosé), I would point you to a wine grower whose wine I have tasted and bought in the recent past, that of Chateau Fontcaille Bellevue. 

This chateau is owned by royal photographer Anwar Hussein and his charming wife Caroline, and produces some very good Bordeaux Superieur reds and an excellent Clairet, perfect for drinking before dinner or with fish or chicken dishes.

You can find details on Anwar and Caroline here:

and details on his reds here:

(okay, advertisement now over!).

Good luck with your investing, 
Edmund