Author: Tim Staermose

Tim Staermose is Sovereign Man’s Chief Investment officer, based in the Asia-Pacific region. Born to a Danish father and British mother in Dar Es Salaam, Tanzania, Tim has led an international life since the day he was born. He has lived and worked throughout Asia, primarily focusing on equity research and emerging market opportunities.

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Blame Kevin Costner for China’s real estate bubble

July 6, 2011 Wuhan, China [Editor’s note: This missive was sent in from our partner Tim Staermose in China] Maybe the Chinese politburo has been watching too much deep cable, and, inspired by Kevin Costner’s Field of Dreams movie, decided to churn out a bunch of empty cities. As it turns out, though,

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Guest Post: Hong Kong and Macau undervalued

[Editor’s Note: Tim Staermose is filling in for Simon today from Macau] June 3, 2011 Macau When you read these reports about the “most expensive places in the world,” there are a few that routinely top the lists. Hong Kong is one. Macau, with its glitzy and glamorous lifestyle, is starting to make

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Gold coins at just 0.15% above spot price

May 19, 2011 Hong Kong [Editor’s note: Tim Staermose is filling in for Simon today who is out looking at property for the next several days.] Two days ago I hit the banks along Des Voeux Road in Central Hong Kong to check out what gold bullion coins are available, and what the

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Guest Post: The Symbolism is Rich

by Tim Staermose May 10, 2011 Manila, Philippines Reading the local papers in Manila today, with their blaring headlines celebrating the latest boxing conquest of Filipino boxing phenomenon Manny “Pacman” Pacquiao, I couldn’t help but be struck by the symbolism. Here’s a guy who grew up dirt-poor, in one of the poorest parts

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What My Wife Taught Me About Business

May 4, 2011 Manila, Philippines [Editor’s note: Tim Staermose is filling in for Simon Black today. ] My wife just celebrated her 35th birthday. If you ask me, she doesn’t look a day over 25. She may be quiet and angelic, and not much more than 5 feet tall. But she’s a strong

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Should I sell my silver?

April 26, 2011 Manila, Philippines Silver’s rise (in US$ terms, at least) over the past several weeks has been nothing short of phenomenal. The chart has effectively “gone parabolic,” and people I’ve never met have started to e-mail me (in my capacity as a registered investment advisor) for advice on silver. It doesn’t

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The surest way to success overseas

April 19, 2011 Manila, Philippines Tim Staermose here. Simon is out looking at property in Paraguay today and asked me to fill in. Simon has been writing a lot lately about how the financial opportunities overseas are often greater than at home. More specifically, the opportunity to make money by ‘creating value’ overseas

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Four silver investments to avoid

April 11, 2011 Manila, Philippines Tim Staermose here, Simon’s tied up today looking for property on the Chilean countryside. Nine years ago I gave up my six-figure salary, bonuses and perks, and resigned from my job at Lehman Brothers in Hong Kong. I could see we were on the cusp of a massive

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Insight from Japan: When Deflation is a GOOD Thing

Tim Staermose here. Simon asked me to fill in today as he’s presently en route to New York City. I’m sure at this point, he’s probably trying to remember all the countries that he’s been to since his last trip to the US six months ago– it’s required that you list all of

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A stunning business opportunity

February 7, 2011 Manila, Philippines Hi this is Tim Staermose, the newest addition at Sovereign Man– Simon asked me to fill in for him today as he is currently hard at work on his presentations for the upcoming workshop. I wanted to tell you a bit about a business opportunity I just came

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