VIDEO: How to identify the most compelling investments on the planet

[Editor’s note: We have made this content available as an audio and video podcast, but I encourage you to watch the video with the slides.]

In the video I mention a preview issue of our 4th Pillar Investment Service.
Click here to download it.

For most of the past week, we’ve been spending a lot of time talking about trading overvalued paper currency for high quality, undervalued businesses.

Right now,[...] Click here to continue reading

Voltaire would certainly be in his element

Voltaire Candide Freedom
January 12, 2015
London, England

[Editor’s note: Tim Price, London-based wealth manager, is filling in for Simon today.]

On All Saint’s Day, 1st November 1755, an earthquake measuring roughly 9 on the Richter scale struck the Portuguese capital, Lisbon. At least 30,000 people are estimated to have perished.

A little over half an hour after the original quake, a tsunami engulfed the lower half of the city.

Those not affected by[...] Click here to continue reading

“I am a hard working taxpayer who is getting pretty fed up. . .”

December 1, 2014
London, England

[Editor’s note: Tim Price, London-based wealth manager, is filling in for Simon today.]

So the Swiss have decided not to force their central bank into underpinning its reserves with harder assets than increasingly worthless euros.

At least they had the chance to vote.

But in the bigger picture, the rejection of the “Save Our Swiss Gold” initiative flies in the face of a broader trend towards[...] Click here to continue reading

Avoid this accident waiting to happen in investment markets

November 10, 2014
London, England

[Editor’s note: This letter was written by Tim Price, London-based wealth manager and editor of Price Value International.]

In 1975, Charles Ellis, the founder of Greenwich Associates, wrote one of the most powerful and memorable metaphors in the history of finance.

His essay is titled ‘The loser’s game’, which in his view is what the ‘sport’ of investing had become by the time he wrote it. His[...] Click here to continue reading

20% of this entire industry just lost their jobs. Time to buy?

September 10, 2014
Santiago, Chile

Jim Rogers is easily one of the smartest and most successful investors I know.

And one of his seemingly endless pearls of wisdom about investing is that sometimes the best thing to do is absolutely nothing.

Sit on the sidelines, and wait until the opportunity is so obvious the money is just lying there in the corner waiting to be picked up.

You don’t[...] Click here to continue reading

Everything changed overnight… what to do now?

June 23, 2010
Oxford, England

Yesterday in the UK, something happened that has significant implications for us all.

Old western economies are clearly losing their dominance. Particularly in Europe, the costs of broken pension plans and entitlement programs are bankrupting entire economies.

Yet, national governments continue to perversely borrow and consume; politicians have been acting like degenerate gamblers, borrowing money from anyone they could, blowing it all on terrible bets, borrowing more[...] Click here to continue reading

Questions: Advice for a young man, and more

May 21, 2010
Quad Cities, IA, USA

It's been a lovely few days here in America's heartland... I've been able to catch up with some of my friends, but to be honest with you, I'm aching to get back on a plane and get out here.

I've decided to wait it out for another 2-weeks; there is an Atlas 400 gathering in New York City on June 4th, and a lot of[...] Click here to continue reading

Why this may be the Great Deleveraging Part Zwei

May 19, 2010
Quad Cities, IA, USA

I wanted to send you a short note today from America's heartland to tell you what I'm doing with my investment capital, and why.

I'm closing out almost all of my speculative positions and going to sit on the sidelines for a bit because I'm concerned that the markets are entering another major deleveraging period.

Here are the facts which concern me-

1)[...] Click here to continue reading

The real risk in Thailand

May 17, 2010
Undisclosed location

You've probably seen some clips on the news about the political current unrest in Thailand, and some headlines like "CHAOS IN THAILAND!"

These headlines are inaccurate. Thailand, the country, is not in chaos. The political unrest is taking place in a small section of Bangkok, and this is where the chaos is... actually, it's more like a war zone.

In the rest of the country, though, it's[...] Click here to continue reading

Questions: A multiple flags overview, no more euro, a no brainer, Italians in Panama

May 14, 2010
Undisclosed location

I want to start off today by once again thanking you for all the well-wishing emails after my operation this week. I read through a large backlog of email last night, and I was truly humbled by all the positive energy and goodwill out there. Thank you.

With that, I'd like to jump in to this week's questions:

Phil says, "Simon, I sincerely appreciate the info contained[...] Click here to continue reading

Why we’re up 30% on our gold/euro position

May 12, 2010
Undisclosed Location

First of all, I really want to thank all the well-wishers who were kind enough to write me and wish me luck on my operation yesterday. Everything went off without a hitch, and I'm already feeling much better.

I will unfortunately need to stay in place for a few weeks while I recover and have a few follow-up visits, but I expect to get airborne again quite soon.
[...] Click here to continue reading

Questions: the next trade, Panama’s future, robbed of his gold, confidence

May 6, 2010
Undisclosed Location

If you'll kindly indulge me, I will jump right into this week's questions.

First, Jeff writes, "Simon- you really called the gold/euro short (XAUEUR), I'm up 25% since you mentioned it. Where do you see it going now?"

The European-induced panic is causing a rush to 'quality' once again. The dollar has surged, Treasuries rallied, and just about everything else fallen, including oil, silver, and that third-world[...] Click here to continue reading

Would you take to the streets too?

May 5, 2010
Undisclosed location

The last few days have been great for the shorts. I'm one of them. Global markets have been in an absolute panic over what's happening in Europe, and many major indices have erased their 2010 gains.

Clearly, the most concerning issue of the day is the ongoing trouble in Greece. The government has been borrowing and spending far beyond its means, and far beyond its growth potential for[...] Click here to continue reading

A recap from this weekend’s Las Vegas summit

May 3, 2010
35,000 feet over the Sonora desert

You'll have to forgive me for taking the day off yesterday. This past weekend's Casey Research Summit was simultaneously exhilarating and exhausting... but after standing on my feet all weekend taking rapid-fire questions from hundreds of subscribers, I really needed some time to myself.

As I'm presently en route to see my family for a few days (Wi-Fi on airplanes is a convenient curse),[...] Click here to continue reading

A sign that gold may about to be unleashed

April 28, 2010
St. Michaels, MD, USA

Since I arrived from Santo Domingo on Monday evening, I've been enjoying some peace and quiet in this quaint, quiet, wealthy little town on the Maryland shoreline.

St. Michaels is where Porter Stansberry is holding his annual 'idea conference,' which he sponsors each year around this time. The goal? He brings together successful people from a variety of backgrounds to discuss their best ideas-- investments,[...] Click here to continue reading

If you’re squeamish, stop watching after 7 minutes

April 12, 2010
Medellin, Colombia

As tectonic plates slowly drift over millions of years, an occasional fissure opens up in the earth's surface.  We call them volcanoes, and they provide a means for the earth to release some of the intense pressure that builds up over time.

Volcanic eruptions are typically harmless... the earth blows off some steam and everything settles quickly. In rare instances, though, when significant pressure builds up near highly[...] Click here to continue reading

What emerging markets have in common with puberty

April 8, 2010
Panama City, Panama

Do you remember that really awkward phase we all went through as adolescents?

Growth spurts, voice changes, menstruation, and yes, pimples-- in the end, while we all came out of it more mature and grown up, there was a difficult and sometimes painful transition period in which we had to learn how to deal with new realities.

Developing countries go through the same sort of transition,[...] Click here to continue reading

The government is handing out low-hanging fruit

March 29, 2010
Mexico City, Mexico

I was reading some US government propaganda disguised as educational literature the other day, something from the Treasury Department and Federal Reserve... it's the sort of corrupt dogma is typically used to instill blind and unquestioning faith in a defunct money system.

Laughably, I noted the following passage from the Philadelphia Fed's "Money in Motion," intended for children aged 11-14:

"For money to be useful it[...] Click here to continue reading

How to invest like an “unprincipled speculator”

March 10, 2010
Pattaya, Thailand

Yesterday I apparently declared a premature end to major combat operations against the virus that has invaded my body.  Maybe it was just the celebratory Mexican food I ate last night to commemorate the end of my 4-day sickness, but I now seem to be experiencing my own W-shaped recovery.

Always the optimist, though, I'm actually grateful for a few things; namely, I've been too consumed with the[...] Click here to continue reading

The cost of being a contrarian for contrarian’s sake

March 4, 2010
Pattaya, Thailand

It wasn't too long ago that there was a concrete dividing line down the center of Europe with large scale nukes pointed at both ends. It wasn't long before that when two sides were battling it out in Normandy, or in the trenches before that.

Throughout the last thousand or so years, in fact, there are few and short-lived periods of peace among European countries. Just in the[...] Click here to continue reading

Some Low Hanging Investment Fruit

March 1, 2010
Pattaya, Thailand

There's something not right with the world.

Yes, I'm dismayed by this weekend's earthquake in Chile (I really adore the country), and am quite disgusted by the US government's extension of the PATRIOT Act. Fortunately, I know the Chileans will pull through just fine, and the US government will eventually collapse under its own weight.

What's really grabbing my attention right now is what's happening in the[...] Click here to continue reading

Gold in Uruguay, Swiss francs, Polish citizenship, Moody’s

February 26, 2010
Bangkok, Thailand

It's "Judgment Day" in Thailand. I wrote about this on Monday-- a Thai high court will rule today on the disposition of ousted former PM Thaksin Shinawatra's frozen assets valued at several billion dollars.

According to the mainstream media, the entire country is supposed to erupt in chaotic and violent protests today. Even BloombergTV, which I normally respect, has been running sensationalized stock footage of fires, vandalism, and[...] Click here to continue reading

Making money from junkies

February 16, 2010
Bangkok, Thailand

The popular press has been bandying a lot of cute acronyms for the 'sick' European countries. I have seen PIIGS, STUPIDs, and DUHs... and while the individual circumstances of each country are different, they all have one thing in common--

Their obligations far exceed their assets, and they have to borrow money just to pay interest on the money that they've already borrowed.

We don't need a[...] Click here to continue reading

Lessons from the intelligence business

February 11, 2010
Bangkok, Thailand

Years ago, when I was a bright-eyed lieutenant anxious to defend the world against evil and tyranny, the government decided to ship me off to become an intelligence officer.

I remember a lot of the classroom training, learning about the enemy's order of battle and maneuver capabilities. Ironically, we were still studying Soviet tactics at the time, even though the Berlin Wall had become a tourist attraction over[...] Click here to continue reading

The best way to beat inflation and deflation

February 9, 2010
Bangkok, Thailand

Money is just a tool... nothing more. It's not the only tool, but it's certainly a useful one that can be leveraged to acquire more freedom; we can trade money for time, money for health, money for experience, and money for assets that safeguard ourselves and our families.

As such, it certainly behooves any free individual to have some means to generate capital-- this can often be through[...] Click here to continue reading

How to make an extra $12,422,575.54

January 12, 2010
Estepona, Spain
There is really a great deal of information out there about offshore corporate structures... frankly it's mind numbing. Do a search for "offshore corporation" and you will undoubtedly return over a million websites promising you fast incorporation in Panama or the BVI, as well as a host of 'benefits' for that particular jurisdiction.

Are these benefits real? Does it make sense to structure a business overseas?

Yes. Planting[...] Click here to continue reading

How to value foreign property

January 6, 2010

Reporting from: Estepona, Spain

I'm sitting now in lovely Estepona, Spain-- a coastal town on the Mediterranean that experienced a massive property boom over the last decade.

The community I'm in is anchored by a five-star Ritz Carlton golf resort, and surrounded on all sides by the mountains or the ocean.  Ancient military tacticians marveled at the defensibility of such a position and likely did not envision it being[...] Click here to continue reading

Subscriber Questions

I receive a lot of subscriber questions, and while I cannot answer them all, I wanted to specifically address three of them that key in on recurring themes in this community-- second citizenship, investing, international opportunities, corporate structures, banking, and gold/silver storage.

1) Paul asks-- "I was wondering what your 1st choice would be in setting up an online business offshore.  Which country would be best for business structure, hosting, and merchant accounts?"

[...] Click here to continue reading

Gold and the dollar: how to play it

Somewhere after paying over $100 for a tank of gas, $35 for a haircut, and $15 for a fast food sandwich, it dawned on me last week.  The euro is terribly overpriced against the dollar.

I wrote about this extensively last week, arguing that, because of a litany of taxes and fees, and due to overselling of the dollar, the euro zone is excessively expensive in dollar terms. Clearly there needs to be an[...] Click here to continue reading

Six speeding tickets for a second passport

I spent a couple of days this week in a fast BMW with Matt, my friend and business partner. We had a meeting in southern Spain yesterday with a key figure in the world of second passports, and we raced at speeds up to 250 km/h so that we could make the meeting and bring you some tremendously valuable information.

It came at a price-- six speeding tickets in total, mostly across the south[...] Click here to continue reading

A way to play rising taxes and a dollar correction

It took three speeding tickets in the south of France on the way from Monaco to Barcelona, but we made it to Spain late yesterday evening.  I had forgotten how expensive it is to drive in France. Fuel is among the most expensive in Europe thanks to a series of extraordinarily high taxes.

Gasoline, as people often forget, is a fungible commodity... in its pure form it should cost the same everywhere because it[...] Click here to continue reading

A major copper trend

I'm spending a few days in the Baltics to review how things have changed since I was last here over the summer.  This region was among the hardest hit in the world, and as I have stated numerous times, I'm convinced it will end with a devaluation in Latvia.

The big news of the day here is that Lithuania's main nuclear reactor, which supplies the preponderance of this small country's electrical needs, is being[...] Click here to continue reading

A few words of optimism amid the gloom


It was a rare, cool evening in Bangkok, so we decided to take a tuk-tuk back to the hotel.  You've probably seen them-- they're like open-air rickshaws attached to a lawn mower engine, and the drivers will take you anywhere in town for a buck or two.

I was riding with my friend Gianni Kovacevic who had just flown in from Zurich on his way back to Canada; at 35, Gianni is[...] Click here to continue reading

A gift from Hugo Chavez

Amazingly enough, Hugo Chavez is giving us a gift.  Allow me to explain.

World leaders are gathered today in Berlin, celebrating the 20th anniversary of the fall of the Iron Curtain.  What would have been the greatest armed conflict in the history of the world was successfully avoided... peace prevailed.

Meanwhile, thousands of miles away, Hugo Chavez is stoking the flames of war in his region.

Notwithstanding the collapse of European communism,[...] Click here to continue reading

Answering your questions after the wreck…

I'm actually reporting tonight from bed-side in my hotel room; I managed to crash my $3/day motorcycle rental this afternoon, and between the cracked rib and other pleasantries, I've decided to call it an early evening.

Fortunately for me, Thailand has some of the best healthcare in the world, at least if you're an expat and go to the several renowned and accredited private hospitals... but more on that in future letters.  Tonight I[...] Click here to continue reading