Are Trillions Too Much?

Expect costs to rise and the US dollar to fall. The US government has added trillions of dollars in debt and this is causing the US dollar to fall. Our good value portfolio is gaining dramatically because all shares held are in non US dollar markets. How much money...

A Special Value In the Recovery Spurt

In the last quarter, most stock markets around the world have recovered from a severe correction.   During expanding economies, value investments tend to stumble as optimism pushes the price of growth equities ahead in a bubble of exuberance. When economies correct,...

An Unusual Developed Versus Emerging Market Comparison

Currently developed markets offer better value than emerging markets.   Normally, emerging markets sell at a considerably lower price-to-book than developed markets.  This is not the case starting in February 2020 and remaining in March. Keppler’s Top Value...

Dollar Dip or Not?

Monitoring the US dollar index can help spot good value investments. Rare, long term economic cycles help us see distortions and future trends such as the current over bought US dollar. The chart below was in the September 29, 2018 New York Times article, “The...

Leverage Profits

Here is how subscribers to our Purposeful investing Course (Pi) recently earned 98.68% profit in eight months. Last November 2015, silver had dropped to a special low price.  The gold-silver spread had reached a historic high. The iShares Silver Trust ETF ( symbol...