Archives

June 2007 Archives

The 1,842% Beginning of a Bull Market - 2007-06-29
Imagine risking everything you own by investing it in just one commodity. And when I said everything, I meant it. We’re not just talking about the cash in the bank, but selling all of your assets as well--including your house.

iPhone Hype Intersects with Reality - 2007-06-28
With the long awaited debut of Apple's iPhone tomorrow, Steve Jobs won’t be the only one hoping to earn a buck or two after six months of hype. In fact, a virtual cottage industry has sprung up surrounding the release.

A Refugee Bull Market in Jordan - 2007-06-26
AMMAN, JORDAN: As we scooted along through dense traffic that is typical of any developing country, my Jordanian host pointed out an Infinity SUV in front of us. "Look," he said as he darted his index finger to the right, "Iraqi license plates."

The Telco's New Star - 2007-06-26
Like most Americans, Rich and Marjorie Bayer of Massapequa, NY, love their television. But their television is radically different from the one that’s probably on all the time in your house. Unlike your set, the Bayer’s is wired to the Internet, and it is nothing short of a glimpse into the future.

Opinion Wanted: Contribute to Quantum Investor - 2007-06-22
As you well know, we think that the wave of Web 2.0 is continuing to build and will transform not just how information is made available, but also where it comes from. A large part of that, of course, is the massive growth in user-generated content.

The $17.8 Trillion Market from Silicon Wadi - 2007-06-22
According to Nationmaster.com, the tiny state of Israel has more engineers and scientists per capita than any other country in the world.

The Most Dangerous Man in China - 2007-06-21
It will come as no surprise that the military planners deep within the Pentagon continue to wrestle with the growing threats posed by the Chinese People’s Liberation Army. But the biggest risk to America might not be an old red General bent on invading Taiwan, but an economic technocrat. His name is Lou Jiwei, and in many ways he’s the most dangerous man in China--especially if you are in the market for a mortgage.

A Perfect Birthday for a Middle Eastern Bull - 2007-06-20
TEL AVIV, ISRAEL: As the clock struck midnight on June 10, I had just arrived in Amman, Jordan. My local hosts, vibrant young entrepreneurs and rising stars in government investment initiatives, insisted that I have a drink. Sunday brought mixed gifts of inside information, international travel, and little sleep.

Gates Squirms, Jobs Chuckles - 2007-06-15
When it comes to taste in all thing digital, Steve Jobs is a man with an uncanny knack for the pulse of consumers everywhere. It’s a simple fact that’s not lost on his biggest rival, Bill Gates.

Good Money After Bad - 2007-06-15
At a commercial real-estate conference earlier this week, Alan Greenspan downplayed concerns that the Chinese might sell their significant holdings of U.S. Treasuries.

Investing in Water - 2007-06-14
Investing in water makes perfect sense. These companies are going to make money. . . because no matter how much it costs, there's no substitute for water--period. The laws of supply and demand don't apply here. Only demand rises.

Disruption, Web 2.0 Style - 2007-06-12
As Web 2.0 wave continues to evolve, a falling housing market has become the least of every realtor’s nightly worries. Buried beneath the surface is something potentially more disruptive than any quiet open house could ever be.

What do Stocks Have to do with the Price of Pork in China? - 2007-06-08
By tripling the tax on brokerage transactions, the Chinese government succeeded, at least temporarily, in restraining the surging Chinese stock market. But my expectation is that the correction will be short-lived. It's not that the Chinese stock market is not a bubble, as it clearly is, only that more air will likely inflate it further before it finally bursts.

Enough Energy for 30,000 Years - 2007-06-08
In terms of coal production, the US will likely hit its peak between 2020 and 2030. And that has nothing to do with all that legislation coming down from Capitol Hill (as well as individual states) that will continue to make it harder and harder for coal-based generation to prosper.

Your FICO Score on Steroids - 2007-06-07
As Barry Bonds continues to assault the home run mark established by Hank Aaron in 1976, I’m reminded of the last great home run record to fall. That was in 1998 as Mark McGuire and Sammy Sosa dueled it out over the course of a long hot summer to see who could top Roger Maris’s magical record of 60 home runs in a season.

The Business of Peace - 2007-06-07
KETURA, ISRAEL: What do you get when you mix an Israeli father and a Jordanian son? A bright idea and a hundred million dollars.

Threats and Opportunities: Israel Knows Both - 2007-06-06
In the same way that the State of Israel was not born into a vacuum, it is essential to put Israel's energy development in a regional context. Today on the Red Sea, I heard European, Jordanian, and of course Israeli perspectives on Israel’s future in the age of Peak Oil.

America's Growing Cyber-Defenses - 2007-06-05
As the series of cyber-attacks in Estonia demonstrated this spring, the battles of ones and zeros fought out between hackers and security experts all over the World Wide Web are by and large bloodless affairs.

Better than British Petroleum - 2007-06-01
Sam, our intrepid international investing guru, isn't here to say "I told you so." But we know he's thinking it from afar.