Stimulus – Will it Work?

The following Flash introduces the Feb Outlook which is available on request – please send an email to info@mbmg-investment.com The latest US stimulus dive worth USD 1.9 trillion will either be successful or it won’t be. If successful (which is the less likely option in our view but we’re not ruling it out) then that should…

Game Theory : What’s UP with GameStop

Game Theory : What’s UP with GameStop “He who sells what isn’t his’n, must buy it back or go to prison” Although there’s been no shortage of commentary about GameStop, we believe that many fundamental questions remain unanswered such as What is really happening and why? Who are the winners and losers? What does it…

How to successfully raise funds for your business (or acquire a business)

How to successfully raise funds for your business (or acquire a business) Are you considering selling shares in your business,seeking private debt, or acquiring a business? With the Covid-19 vaccine on the horizon, merger and acquisition (M&A) activity is expected to rise in 2021. A business owner might be tempted to acquire a business at…

500 legs better than four

500 legs better than four John Templeton once said that ‘bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria!’  Although Templeton (who used his idea of the investment cycle to judge when to buy and sell) was referring to a good a few years of boom-bust, this cycle…

Different rules for owning and using property

Different rules for owning and using property Different rules for owning and using property A recent Thai law might finally solve many of the frustrations of owning or leasing property in Thailand… James Fraser MBMG recommends that clients carefully review their property arrangements in light of the provisions of the 2019, Rights over Leasehold Assets…

DAMN STOCKS – FINDING RISK ANTIDOTES

The DAMN Stocks – Finding risk substitutes By Paul Gambles  At the end of October last year, we issued a client note wondering whether it was time for the ‘FANGs*’ to jettison their underperformers (Facebook & Alphabet) and replace them with Domino’s Pizza & Microsoft – Noting that FANGs would have to be renamed DAMN…

Alibaba presents a potential regulatory opportunity

Alibaba presents a potential regulatory opportunity Alibaba presents a potential regulatory opportunity Paul Gambles and James Fraser We’ve been saying for the past two months that US Tech is overpriced and bubbly because tech stock prices have been ramped while related earnings have benefitted from Work-at-Home in a way that doesn’t look sustainable. The accelerated…

Nobody told us there’d be days like these……

Nobody told us there’d be days like these…… Nobody told us there’d be days like these…… …….Actually they did. I think that we all kind of half-expected that the end of Trump would have ugly twists & turns. It may or may not hasten the end of Trumpism but there’s no indication that it will…

MBMG Flash: Hoping that all our readers had a very merry Christmas and wishing much happiness in the new year ahead

MBMG Flash: Hoping that all our readers had a very merry Christmas and wishing much happiness in the new year ahead “There are far better things ahead than any we leave behind.” – CS Lewis. 2020 was a year that many of us will be glad to see end. The question now is what will…

MBMG Group Multi-Family Office wins prestigious global award 2020

MBMG Group Multi-Family Office wins prestigious global award 2020 MBMG Group Multi-Family Office, a division of MBMG Investment Advisory, was ‘Highly Commended’ in the ‘Best Family Office’ category at the International Investment Awards 2020, headed only by UK-based, Wimmer Family Office. The accolade was announced at the 21st annual awards ceremony of International Investment, a…