Tuesday, October 26, 2010

Random Roger on Risk and Volatility

Roger has an interesting thought piece here on risk concepts alluded to in my last post.

Monday, October 25, 2010

7 Low Debt to GDP Countries

Country, followed by % of debt to annual GDP.

Chile 9.0
Australia 18.6
Peru 26.1
New Zealand 29.3
Indonesia 29.8
Taiwan 34.6
South Africa 35.7

There are countries with lower debt/GDP, but in some cases there seems to be some political risk present, in others there just isn't much to invest in (e.g., Luxembourg). Could this be a first screen for international investing? Money flows where it has a better chance of being well treated.

Tuesday, October 12, 2010

And they're off..............

Hi,

Welcome to Returning Capital. In this blog I intend to focus on the investment theme of Return on Invested Capital (ROIC) and anything else even tangentially related. I will try to provide relevant links and discuss ROIC along with related topics. I'll try to keep this updated and as fun as possible!