David B. Iben, CFA, uses the classic tale, the Wizard of Oz by L. Frank Baum, as a parody of the world’s central banks, elected representatives, Neo Keynesian academics and the rest of the central planners and why we at Kopernik plan to forsake easy gimmicks and follow the yellow “BRIC” road.
My Fair Lady, (MFL) has been reprised many times over the decades. It started as Pygmalion in London, later coming across the Pond as MFL, and as many versions continued to be cast on various stages throughout the world, it was adapted for film and became a popular, award-winning movie. Therefore, it seems in the spirit of things to reprise my Commentary from four months ago.
Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses the biggest threats and dangers that investors don't see, not because they're secret or invisible, but because we are willfully blind. Topics include: the U.S. Stock Market, Non-GAAP Earnings, The Buyback Boom, Growth vs Value, Volatility, Emerging Markets, and Russia
Stephen Rosenthal, CFA, Kopernik Analyst, discusses the global demand for energy and how coal will continue to be a viable option to meet the energy needs of a growing population.
Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses a wide array of topics including risk, earnings, tech privacy, and Blockchain.
Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager discusses the valuation changes of the worlds stock markets, the current tech stock heavy environment, and a look at Blockchain mania.
Alissa Corcoran, CFA, Kopernik Analyst, discusses Kopernik's view on gold, its unique history, and the global opportunities Kopernik is finding in the industry.
Mark McKinney, CFA, Kopernik Analyst and Portfolio Manager, discusses central banking, quantitative easing, debt yields, ETF manias & cryptocurrencies and the effect they have on the current investing environment.
Kopernik's CIO David Iben was recently interviewed by The Wall Street Transcript.
Kopernik's CIO David Iben recently spoke at a Barron's conference. In this interview, he discusses "three investments that look cheap in a fairly full-priced market."
Kopernik's Founder, CIO and Portfolio Manager, David Iben, discusses why Kopernik likes certain gold, uranium and phone companies in this current, especially inefficient market.
Kathryn Welling and David Iben discuss his recent endeavors and why Dave believes this is a great market for value investing.
Value Investor Insight features Kopernik’s Founder and Portfolio Manager, David Iben in “Against the Grain.” In the article, David Iben discusses the investment philosophy at Kopernik Global, why today’s market is reminiscent of 1972 and 1999, risk versus reward in Russia and China, and single-industry valuations on a global basis
Kopernik's Founder and Portfolio Manager, David Iben, discusses why the current environment is ideally suited for active managers who are willing to think independently and invest in unpopular regions and sectors.
