Author Archive for Ned Schmidt CFA CEBS
Ned Schmidt is a financial engineer specializing in global capital flows. He has been an advocate and practitioner of value oriented investing for thirty years. Ned began his investment career as a security analyst following the oil industry in the early 1970s. In the 1980s he was manager of an investment management group with discretionary responsibility for about $3.5 billion. During the past decade he also taught institutional investment management as The Roland George Visiting Professor of Applied Investments at Stetson University. He currently manages the Argyle Global Equity Appreciation Fund, an offshore mutual fund in the top quartile of global equity funds the past three years by Standard and Poors. Ned currently publishes THE VALUE VIEW GOLD REPORT, and writes for THE GLOBAL ADVISOR published in Toronto. He can be reached at nwschmidt@earthlink.net.
Agri-Food Thoughts
Frailty of monetary policy under delusional Keynesians is evident whenever we think about Agri-Food. Price increases for Agri-Foods may be causing measures of consumer prices to rise in many countries. That “inflation,” which it is not, is causing some discomfort for politicians around the world. The textbook response, per the ineffective and inbred Keynesian economists, [...]
Agri-Food Thoughts
..Today a sign of true wealth is owning a horse…
Agri-Food Thoughts
Given the rise in Agri-Food prices over the past about four years that may be a skill that becomes….
Agri-Food Thoughts
Onions and sugar are ominous omens of the Agri-Food world of tomorrow….
Agri-Food Thoughts
Hopefully, those of you celebrating Christmas….
Agri-Food Thoughts
Our Agri-Food Price Index continues to set new highs….
Agri-Food Thoughts
Businesses, be they purveyors of adult beverages or farms, are different from governments….
Agri-Food Thoughts
With $Gold clearly in a parabolic formation, investors may need to realistically appraise their investingactivities. $Gold is likely to suffer inevitable consequences of disappointment that follows from a parabolic move. Investors may want to direct their investment flows elsewhere. With Agri-Food prices marching higher, that sector of investment world is an attractive offensive alternative. On first [...]
Agri-Food Price Index Makes New High
One road to wealth is to only own those assets for which the price is rising. That seems to be a rule that equity investors have forgotten……
Agri-Food Thoughts
…THE benchmarks chosen by a nation say a lot about the future that nation will have. In the U.S. we seem to have chosen as one benchmark how often the central bank can create an over inflated stock market….
