tag:blogger.com,1999:blog-2949218657849719987.post8204680747549538463..comments2024-02-10T10:35:20.557+00:00Comments on My contrarian adventure: Happy New YearFredrik von Oberhausenhttp://www.blogger.com/profile/10924238593055161520noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2949218657849719987.post-87213412814376425242014-01-04T08:29:20.276+00:002014-01-04T08:29:20.276+00:002014 is a new year and as your experience accrues,...2014 is a new year and as your experience accrues, treat each discrete period (a quarter, half-year, full-year as you prefer) as a stepping stone indicator. A good investor has a 'batting average' of 6 out of 10, so out-performance cannot be expected in every period, but over time this can lead to strong index-beating results. Psychologically move yourself on from AB (i know you still have a retained position)having learnt some very useful lessons. My observation is that your chances of beating indices like the DAX in 2014 looks very good indeed. <br /><br />Good luck with everything, continuing to enjoy your postings.Chris Baileyhttps://www.blogger.com/profile/14641125703755041957noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-63847651240180905872014-01-01T16:11:02.476+00:002014-01-01T16:11:02.476+00:00Happy New Year Chris! That is indeed an irony of i...Happy New Year Chris! That is indeed an irony of it but from my understanding the young Chinese are consuming like crazy so maybe it starts to change also in China.<br /><br />Thanks! I also hope I will manage to beat DAX but I doubt it. The unrealised loss on Asian Bamboo is just too large to catch up unless it recovers.<br /><br />Good luck to you too with your blog and your investments! Fredrik von Oberhausenhttps://www.blogger.com/profile/10924238593055161520noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-75630632875856650412014-01-01T12:50:16.048+00:002014-01-01T12:50:16.048+00:00Happy New Year. I agree on fireworks: money '...Happy New Year. I agree on fireworks: money 'up in smoke'. Here's the irony, the Chinese developed fireworks but now have high savings rates and growing economic power. The overspending malaise captured by firework consumption goes much deeper in the West. <br /><br />Good luck with your investments in 2014, i look forward to reading about your progress. I believe this year will offer strong opportunities to beat indices, even the rampant DAX!Chris Baileyhttps://www.blogger.com/profile/14641125703755041957noreply@blogger.com