Economy

China: Profit Margins Recovery Should Help Stocks

BCA Research has published the following analysis on the strong general corporate earnings recovery in China, May 8,…

Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…

Robert Arnott, Founder, Research Affiliates, and innovator of FTSE-RAFI Fundamental Indices, has published a detailed report testing the…

In case you missed it, you can view last week's PBS FRONTLINE, Ten Trillion and Counting, here: Summary…

Howard Marks' letters to Oaktree Capital investors have become as highly renown and anticipated by the investment community as those of Warren…

Russell Investments has a great interactive tool on their site, which gives an at-a-glance view of the economy relative…

*This article is a guest contribution courtesy of John Mauldin, "Outside the Box." What happens when inflation once…

Last week, Ben Bernanke announced the Fed's decision to employ 'Quantitative Easing' (QE), the 'nuclear option,' to save…

There seems to be a fair amount of knee-jerk enthusiasm about inflation and inflationary assets, though according to…

Hugh Hendry, CIO, Eclectica Asset Management, appeared on CNBC, Wednesday, March 11, 2009 and shared his contrarian views…

Meredith Whitney, CEO, Meredith Whitney Advisory Group, fomerly of Oppenheimer, appeared on CNBC yesterday afternoon to discuss Citigroup's…

Prem Watsa, Chairman and CEO, Fairfax Financial, one of Canada's most successful investors, and often compared to Warren…

Back in November, we recalled overhearing the interview with Herbjorn Hannson, CEO, and his report on the earnings…

This may seem as yet another gloomy outlook for US Stocks and for that matter stocks in general,…

Crispin Odey, CIO, Odey Asset Management, shares a wealth of insight in his 2008 year-end Letter to Shareholders…