The Herzfeld Caribbean Basin Fund Inc. Blog | Talkmarkets | Page 1
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E Global Investing: Friday File
Article By: Vivian Lewis Friday, October 26, 2018 11:00 PM EDT
Why is gold failing to rise as stocks around the world fall? I think it may be because there are too many alternatives which are more fun than boring heavy metal: cryptocurrencies, cannabis shares, and even oil stocks.
In this article: ALV, CCJ, NOK, RBS, TEI, MXCHF, CUBA, FBASF Also: GRBMF, TCEHY, NTR
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Richard Thaler On CUBA: “There Is No Rational Explanation”
Article By: ValueWalk Monday, January 8, 2018 12:46 PM EDT
"Little anomalies like the story about the CUBA fund are not important in and of themselves. But they’re important in terms of what they can teach us about financial markets."
In this article: CUBA
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E Trump's Kvittle
Article By: Vivian Lewis Tuesday, May 23, 2017 12:24 AM EDT
The President should not be blamed for all the fall in our currency, because even before he hit the scene the US$ was up way over trend, and near its 1985 peak. To revive industry, as Trump proposes, he needs a cheaper currency.
In this article: , ALV, CZZ, F, GSK, MXE, TTM, VALE, VOD, CH, ANCUF, AQUNF, BKSHF, CGRIF, CMDXF, DLKGF, NPSNY, OROCF, PPEHF, TCTZF, BLRX, SHPG, TEVA, CGEN, CUBA, INPCF, BNTC, BNTCW
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E Boxing Day
Article By: Vivian Lewis Thursday, December 29, 2016 11:00 PM EDT
I am beginning today's blog with an exposé a reader sent me via Spain from the New York Times, about the crooked way that profits are shared at Pershing Square Holdings.
In this article: AAPL, BP, CUBA, DEO, DGRLY, NOK, NPSNY, PSHZF, TCTZF, TEVA, TESO
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E Better Than The Maestro
Article By: Vivian Lewis Monday, November 28, 2016 11:53 PM EDT
I hope my screed last week about frothy dry bulk carrier stocks persuaded you not to get into that thicket—or to sell out if you had been lured in. The group, led by Dryships, which we sold ages ago, duly crashed.
In this article: AGN, AZN, BCS, BHP, BP, CPA, CRH, CX, FCX, GSK, MINT, RBS, SLB, SAN, VALE, FCO, DGRLY, GTOMY, LMDCF, MXCHF, NPSNY, TCTZF, TESO, DRYS, INFY, TEVA, CUBA, GLD, MNILY, FBASF, VRGDF
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Cuba And The Long Road Back To Market Efficiency
Article By: Charlie Bilello Thursday, December 17, 2015 2:08 AM EDT
The market is not entirely efficient and it took a year for the price of CUBA to move back to its NAV. Yesterday, it closed at $6.45, slightly below its NAV of $6.53.
In this article: CUBA
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E Hockey Pucks, Finding Funds, And BnB
Article By: Vivian Lewis Wednesday, May 20, 2015 4:09 AM EDT
Raoul Castro says he wants to unify Cuba's two currencies, dollars and pesos. The exchange rate is very unrealistic, set in the olden days when Cuba was subsidized by the former Soviet Union.
In this article: , ITM, GLPGF, GSK, NVO, BVNKF, TCTZF, AZSEY, BHP, VALE, EC, CZZ, ALLRF, ABX, CUBA, YMAIF
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Smoking Hot Opportunity In Imperial Tobacco Group
Article By: Chris DeMuth Jr Tuesday, February 24, 2015 2:54 PM EDT
In the case of Imperial Tobacco, there are two of my favorite types of opportunities - the opportunity to pick up bargain assets in antitrust divestitures and the opportunity to be the first on the ground in a newly opening market.
In this article: ITYBY, RAI, LO, CUBA, ITYBF
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E Purple Thursday
Article By: Vivian Lewis Thursday, January 15, 2015 3:43 PM EDT
The big news was money and oil, and the impact of the unpegged Swissie.
In this article: FXF, FXE, TSCDY, PKX, OMAM, MFD, SSLT, INFY, ZURVY, SWGAY, NVS, TEVA, PSG, SLB, NOK, PT, DGRLY, BDRBF, CUBA
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Irrational Exuberance, Cuba Edition
Article By: Charlie Bilello Wednesday, December 24, 2014 5:01 PM EDT
The efficient-market hypothesis (EMH) requires that investors have “rational expectations,” that on average the population is correct and whenever new information appears, expectations are updated appropriately.
In this article: CUBA, CPA, MTZ, KOF
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E Q&A With Readers And My Latest Foreign Stock Tips
Article By: Vivian Lewis Sunday, September 14, 2014 7:18 PM EDT
Today I answer some readers questions, have a note about the Holy Ghost at The Mouth of Hell, a stock downrating, and news from China, Israel, Mongolia, Canada, Britain, and fund updates.
In this article: EXG, NVS, PT, SLB, SPLV, VALE, FAX, FCO, ATONY, CMDXF, MNGGF, PPEHF, LBTYA, TEVA, CUBA, EPOL, UUP, CAMK.L
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E Espirito Santo Troubles
Article By: Vivian Lewis Friday, July 4, 2014 1:57 PM EDT
Many years ago a genuine French Rothschild I knew commented about my recommending the Portuguese Banco Espirito Santo stock.
In this article: ABX, CAE, EC, GSK, NOK, PT, FAX, FCO, BKESF, MNGGF, CUBA, EPOL, ABGB
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E Politically Correct In Cambridge
Article By: Vivian Lewis Wednesday, June 4, 2014 5:58 AM EDT
We sold half our Bombardier too soon, or perhaps not. A top exec of the Canadian plane-maker today said it would get its C-series jets in the air by late 2015, but unless it figures out why an engine fire last week broke out, the schedule “is not secure”.
In this article: COV, CRH, MSCI, PFE, VALE, BDRAF, BNIKF, CTEK, DGRLY, GBTZF, HADSY, NPSNY, OGFGF, PDYPF, PYTCF, TCTZF, TEVA, CUBA, AROFF, ABGB, CAMK.L
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E A Raft Of Hong Kong News And Our First Ever Malaysia Aviation Note
Article By: Vivian Lewis Friday, March 21, 2014 12:11 PM EDT
More follows on the run mostly from Hong Kong-China, with the odd mining or other note from Canada, Malaysia, Poland, Britain, Israel, Ethiopia, Argentina, Australia, Ireland, Cuba, Finland, India, and Luxembourg.
In this article: CAE, CCJ, COV, GSH, GSK, NOK, WH, DNN, ALLRF, ATONY, ISCHF, OROCF, PDYPF, TCTZF, MSFT, CUBA, 0973.HK
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E The Crimea Vote And Doubling Down In China Gas Search
Article By: Vivian Lewis Wednesday, March 19, 2014 2:35 PM EDT
To pay for the overnight Hong Kong incorporated Chinese oilfield services company, in which Schlumberger Ltd owns 20%, I halved my holdings in Yandex, the Black Sea internet services provider, and in Singapore-based Indian REIT Ascendas India Trust. Plus more from Africa, Britain, Cuba, Finland, The Netherlands, Spain, Belgium, Canada, and Israel.
In this article: AGU, CBI, GSK, NVS, SLB, TEF, VOD, VZ, ACNDF, ATONY, PSGTY, SAXPF, CHSCP, RBOS.HW, TEVA, YNDX, CUBA, AROFF, RNA
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E 13F Files Are Out Leading To Heavy Trading
Article By: Vivian Lewis Sunday, November 17, 2013 7:00 AM EDT
Today is information overload day for stock watchers because the 13F files of US funds have been filed and collated by the wire services. Many large cap shares were heavily traded in Q3, including many of ours.
In this article: BAVA.CO, ABV, ABX, ALU, COV, CZZ, GSK, NOK, PKX, SBS, SLB, ICL.TA, GIFD, CSIQ, TEVA, CUBA
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