Where in my thinking (and/or assumptions) did I go wrong?
This was my thinking 4 years ago:
Regarding the Euro: The European economies are stagnating and the American economy is booming. This means buy Dollars, sell Euro. I was totally wrong!
Regarding Real Estate: People are going to flock to "safer" less dense areas. Real Estate prices in cities will stagnate or deflate.
Evidently I have been exactly wrong as precisely the opposite came to being.
What is the outlook for the near- to mid-term future? Something to think about!
Thursday, March 17, 2005
Wednesday, March 16, 2005
Sauvignyplatz - Berlin
Sentado aquí en un restaurante enfrente de la estación de "S-bahn" y deleitando una rica ensalada de tomate con mozzarella, observo la gente que va y viene, en este día relativamente caluroso. Es chistoso relatar lo que veo, ya que obviamente son todos Europeos. Para mi ojo Americano hay definitivamente cierta diferencia, pero no sabría explicar a detalle de que se trata. Por ejemplo sale un punk con pelos rizados. Sale una chica con una camiseta super apretada. Sale un octogenario con la pinta de que por qué le cambiaron su barrio. Sale un par de mujeres cotorreando historias de sus vidas. Me digo, "esto está para foto".
Tuesday, March 08, 2005
Decorating my Miami Place
Boconcept
Well, I've decided to buy as much from BoConcept as possible. Also, I've been shopping around the past few days. Of course rather than shopping I could have been looking at investments. What's the cost/benefit? Obviously, I'm just taking some time off from my real business.
Well, I've decided to buy as much from BoConcept as possible. Also, I've been shopping around the past few days. Of course rather than shopping I could have been looking at investments. What's the cost/benefit? Obviously, I'm just taking some time off from my real business.
General Maritime: Running out of steam?
GMR: Summary for GENERAL MARITIME CP - Yahoo! Finance
GMR has been really good to me as an investment. Is it time to sell? Time to do a thorough analysis.
GMR has been really good to me as an investment. Is it time to sell? Time to do a thorough analysis.
Sunday, March 06, 2005
Redeployment of Assets
I'm positive I can more effectively deploy my assets to take better advantage of all my resources. My 'assets' are: time, youth, due diligence and private investment savvy, a few properties, and various other investments in equities.
Opportunities on table
These are some of the private investment opportunities I have come across in the last few months. I must set up a legal structure to be able to invest in these companies.
- Ellen Myers from Platinum is producing a film about snowboarding. She is currently looking for funds.
- Jared Rose will be marketing Tony Robbins producs (at events) and is seeking short-term financing with a 12% net return.
- Greenlight Energy, a developer of wind energy, approached me a while ago with early-stage investment opportunities.
Re-purposing this blog
The original intention of this blog was to focus exclusively on my investment activities. I've decided to expand on its scope to include thoughts and happenings in my life. In essence this will become a journal of my life along with its wins and challenges. I hope you'll post many comments.
Friday, March 04, 2005
Where I get my stock tips
Jason had asked me, I believe in Palm Springs, if I use any tools for my investments. Well, I use CNBCU mostly: CNBC
I'm also an avid reader (less these days for some reason) of "Investors Business Daily" (www.investors.com).
I'm also an avid reader (less these days for some reason) of "Investors Business Daily" (www.investors.com).
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