My new book coming out soon!

 

23 Jan 2016

 

Dear Fellow Investor,

 

After losing in excess of  16 Trillion USD since the beginning of the year  many world markets have fallen into bear territory  as defined by a 20 % drop from their highs.

 

Most of the world economic leaders in  Davos, spoke in chorus that liquidity boosting with QE is the solution to market recovery. Draghi, the head of the European Central Bank as well as most government officials pledged more QE and liquidity boosts.

 

Only the US  did not join the chorus but chances are that they will as world growth slows and the US November election for the congress and the president takes place.  

 

Should US stocks and the economy collapse, Obama and his cronies  will be kicked out so Obama’s only hope is QE 4 or Trump and his friends will take over.   Trump may take over anyway as Obama’s economic, health care  Middle East and China  policies have failed miserably. Americans have become poorer under his leadership.

 

When Draghi spoke about increasing the size of his QE program, there was an immediate bullish response as stocks in virtually every world market including Malaysia, Hong Kong, Japan, China  and Singapore reversed and closed   sharply higher. Even crude oil rose 9 % .

 

I will continue to  focus on small/ mid cap shares that have  strong financials, a moat , and a market niche.  We will sell our remaining big caps if the markets continue to rally.

 

Going forward into 2016 our strategy will be to avoid the big caps which most fund managers participate in and look at less followed and promoted shares.

 

My new book Small is Big will detail this strategy with performance metrics and many examples.  Hopefully I will have this project wrapped up by mid March.

Invest well and grow your wealth, Bill

 

Right in the heart of Kuala Lumpur near the lake garden is the bird park. It is the world’s largest open air bird park.  It is a great place to relax your mind and spend the day.