Author Archives: jc

Here is a good You Tube clip on the massive Oyu Tolgoi, OT (Turquoise Hill) copper mine.  The mine is located in the Gobi Desert in Mongolia.  The costs to bring the mine online are estimated at $6.5 billion.  OT … Continue reading →

The Second Renaissance is a term I am using to describe the rapid movement of the world’s population from cooking with wood to electricity to using an iPhone.   It’s a one time event in the history of planet earth.  It … Continue reading →

My previous post on HTC in which I expected a 6 month run for HTC before the economics of the industry caught up to the company was about 1/2 right.   In March when I first posted on HTC the stock … Continue reading →

There are now 5 billion cell phones in the world.  About everybody has one, even my 7 year old thinks its a good idea for him to have one.  5 billion cell phones in a world of 7 billion people; … Continue reading →

There is a massive amount of information available about the upcoming Presidential party nominations. Most of it is just noise. One way to clear the clutter and see who is actually gaining or losing ground is to visit the University … Continue reading →

The numerical value that a stock trades at is irrelevant. The business drives the stock price not the other way around. Many investors are enamored by stock splits. Stock splits cost money and thus are a drag on the stock … Continue reading →

A recent article in Fortune (9/18/2006) chronicled the differences in two muffler factories that Tenneco owns. One in Michigan and one in Shanghai. Workers in the Shanghai factory make $1.56 per hour. Workers in the Michigan plant make $14.10 with … Continue reading →

In a recent World Bank ranking of how investor friendly a country is Indonesia ranked 135th of 175 countries surveyed. Ironically India ranked 134th only one notch better. India has been growing 8% and Indonesia has been growing 4%. To … Continue reading →