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Emerging Markets
413 posts
Canada's Universal Appeal and Advantage
The Lehman Bros. bust, one year ago this week, was a watershed moment and event that many would…
September 17, 2009
Gold: Due for Rally or Selloff?
Once again gold, inflation and the greenback are making a great number of headlines, and investors are viewing…
September 17, 2009
Ken Fisher: V-shaped market recovery not a sucker rally
Ken Fisher, billionaire fund manager at Fisher Investments, son of Buffett mentor and legend, Phil Fisher, says the…
September 17, 2009
Jim Chanos vs. Ken Fisher on China
Jim Chanos, CEO, Kynikos, the markets' biggest short seller, says his skepticism about the China miracle is growing,…
September 16, 2009
Canada: There's no place like home
Scotia Capital has published a research report discussing "reasons to own" Canada. Canadians have never really had to…
September 10, 2009
BCA: Canada Upbeat Jobs Report
BCA Research Reports on Canada's upbeat jobs report: The Canadian economy continues to show signs of gradual improvement.…
September 7, 2009
Rosenberg: Market is Pricing in Stimulus II
David Rosenberg, Chief Economist, Gluskin Sheff, says the market is pricing in 4.0% real return GDP for the…
August 20, 2009
Nouriel Roubini: The Phantom Economic Recovery
The following article is a guest contribution from RGE Monitor, and Nouriel Roubini's Project Syndicate, August 16, 2009.*…
August 18, 2009
How to Blow Market Bubbles
Simon Johnson, former Chief Economist at the IMF, and MIT Sloan School professor provides a well thought out…
August 10, 2009
Jeremy Grantham: Prepare for Low Growth, Higher Energy Prices
Jeremy Grantham has released his latest newsletter, "Boring, Fair Price." Grantham's newsletter is a must read, given that…
July 27, 2009
Jeremy Siegel: "The Market Will Stage a Comeback"
Jeremy Siegel, Wharton School prof and Director of Wisdom Tree ETFs, says "Now that it's clear the recession…
July 14, 2009
Dan Ariely: Are we really in control of our decisions?
Behavioral economist Dan Ariely, the author of Predictably Irrational, uses classic visual illusions and his own counterintuitive (and…
July 5, 2009
Hendry: Fears of inflation could trigger bigger downturn
We have followed Hugh Hendry, the outspoken and bold CIO of Eclectica Asset Management, and one of the…
June 30, 2009
"Loonie a Thoughtful Choice" (WSJ.com)
The Wall Street Journal suggests that Americans should think about investing in Canadian assets to take advantage of…
June 22, 2009
Bespoke: Most Overbought ETFs
"With stocks rallying around the world, the many ETFs that track various equity markets have moved significantly above…
June 8, 2009