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Despite a tough year for emerging market equities, due in part to high inflation and systematic risks from the core economies, investors still like the long term investment thesis in the emerging markets, by and large.
FORBES: Is China's Building Boom Over?
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It makes no more sense to ask why a Lean Startup has not returned its investment in a truly spectacular way than to ask why a student term paper or senior thesis in college is not a Harry Potter level bestseller.
FORBES: Entrepreneurs are the New Labor: Part III
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Regardless of which commodity you choose to put your money in, be sure that the macro fundamentals play into your thesis in the near term and the long term.
FORBES: Leave Yamana Alone, Head For Chesapeake
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It took me four years of college and about a thousand papers, pop quizzes, multiple choice tests, mid-term exams, finals, a handful of art projects and one thesis to determine exactly what I should have majored in.
FORBES: If You Could Do College All Over Again, Would You?
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In my 2012 predictions thesis, I talked about DNKN as a very successful IPO that could be a longer-term hold.
FORBES: Apple Falls Below Support Again, Netflix Nears $200