Articles on Investing

    THE STATE OF THE ECONOMY FROM A MINER’S PERSPECTIVE

    When I spoke at the World Alternative Investment Summit last year, I had the pleasure of meeting Mark Jarvis, CEO of Hard Creek Nickel Company.   Mark has a keen understanding of the base metals market because his company is sitting on one of the largest junior nickel reserves in the world.  I was very impressed with Mark’s perspectives on the economy and as such, I asked him to write an article for us.  I hope you enjoy

    THE STATE OF THE ECONOMY FROM A MINER’S PERSPECTIVE

    By: Mark Jarvis, CEO, Hard Creek Nickel Corp. Read More…

    Articles on Investing

    Swine Flu and The Recession: Fear and Reality Catalysts that Affect Commercial Real Estate
    Technology’s Effect on Commercial Real Estate Part II
    By: Dominic Mazzone, Managing Partner, Regent Global Funds

    As I wrote in “Technology’s Effect on Commercial Real Estate in a Recession“, the recession becomes a possible catalyst for more telecommuting and less use of office space.  The point of that article was not just that technology is the enabler of a telecommuting trend, but also that it sometimes takes a catalyst to bring on the complete consequences of an impending trend.  In the last couple of days, many around the world woke up to headlines about the possibility of a Swine Flu Pandemic, and we found ourselves with yet another possible catalyst.  With the fear, be it an overreaction or not, of a full pandemic looming, the thought of going into an office with several hundred or even thousands of Read More…

    Articles on Investing

    Identifying a Ponzi Scheme: The Nugget of Glass in a Bowl of Diamonds
    By: Dominic Mazzone, Managing Partner, Regent Global Funds

    If an economic sink hole brought on by creative financing and lax regulatory controls weren’t enough, there’s nothing like straight forward criminal actions to really paralyze investors.  As a fund manager of an extremely transparent fund, there is nothing that brings out more fury in me than a few bad apples scaring people away from the barrel altogether.  Sure Madoff is the poster child, but there are a host of others that have created schemes of the Ponzi sort that are equally as devastating to the people that invested in them.  Now Stanford Financial is being accused of misrepresenting the safety and security of their C.D. offering while also providing returns that the SEC is called in its filing “improbable if not impossible”.  In other words, they are saying it’s fraud.  In the midst of all this fraud, we are seeing fingers Read More…

    Articles on Investing

    Technology’s Effect on Commercial Real Estate In a Recession
    By: Dominic Mazzone, Managing Partner, Regent Global Funds

    Though there seems to be an endless supply of other shoes to drop into the current economic chasm, there seems to be a general consensus that commercial real estate is going to take a significant hit.  The shoe that could end up kicking commercial real estate down further and is relatively unknown or just not thought about is technology.  Developed countries around the world, save a few, have never gone through such a potentially devastating economic cycle with the amount of technology we have at our disposal.  What that technology allows for will greatly affect the length of the commercial real estate recession and its effects on the overall economy. Read More…