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Author: Vivian Lewis

Columbus, Machiavelli, and Ponzi

 Happy Columbus Day. I want to write about another Italian, Machiavelli, today, specifically about conspiracy theories regarding the stock market not just in Rome, but in New York. Many Americans believe their brokers are...

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Ladies Who Lunch, from The Queen Bee

 Your editor had lunch Thurs. with a much more powerful counterpart, Yanqing Yang, PhD, the deputy editor of China Business News, of Shanghai, one of the two top business magazines in China. (The other is 21st Century...

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Early Bird and Seasoned Issues

Rule 144a is not a way to make money, as a rival service is suggesting. It is the SEC regulation that limits trading in some unregistered securities to officially qualified institutional buyers. QIBs must trade $500,000 each...

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Airsick over Gold

 As ballyhoo’ed gold goes from peak to peak, your editor is getting airsick. One reason for stocking up on the precious metal is to protect against a dollar decline, but in recent markets a more appealing alternative...

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Staglation Goblins

   The problem with having a home office in the same building as your home is that when the Internet crashes in the apartment it also crashed in the maid’s room/office. Hence we are very late...

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Our Great Quarter

Our 3rd quarter performance has been extraordinary even by the usual Global Investingstandards, thanks to our good selection of countries and sectors to invest in. A big hug to Frida, Fei, Martin, Chris, Paul,and Michael for...

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Blood on the Streets

 Cecilia Gondar of Thomas J. Herzfeld Advisors did an incredible analysis of the risks of more stringent rating agency rules on how closed-end funds (mostly aiming at yield) use leverage to enhance their returns. Tom...

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Disconnected Yields

 Today I got my first ever (illegal) financial spam e-mail from France, plugging the forthcoming 8% 6-yr bonds to be issued by a tiny provincial company,Cybergun, which makes airguns. The issue, aimed at retail investors...

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Hot Wok Stocks

 Hot wok Chinese ipo Country Style Cooking Restaurant Chain Co. gained more than 50% from its opening level. You don’t want to let me and Fei Chen (who think we are good cooks) guide you about fast food joints. It hit...

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