Section
Emerging Markets
418 posts
Global Banking: The Changing of the Guard
Ten years ago, the list of the world’s largest financial institutions was dominated by banks from the US…
Why Bother with Bonds?
*The following article is a guest post from John Mauldin. Investors, we are told, demand a risk premium…
The Quiet Coup: How Wall Street Captured Government
*The following is an excerpt from The Quiet Coup, by Simon Johnson, Atlantic Magazine, May 2009. Simon Johnson,…
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
David Swensen: How to Sleep Soundly
Yale's Alumni Magazine for March/April 2009, features Marc Gunther's interview with Yale Endowment's Super-Investor, David Swensen, and details…
Richard Russell (Dow Theory Letters): Potential buyers of gold?
The following is an excerpt from Richard Russell's Dow Theory Letters, February 18, 2009. “Here are some figures,…
Donald Coxe: A Difference of Opinion on the Stimulus Program? (February 13, 2009)
Donald Coxe, Chief Investment Strategist, Coxe Advisors LLC's, weekly conference call is an excellent source of outlook and…
Donald Coxe: Have Commodities Started to Outperform?
Although we have anxiously awaited a new issue of Basic Points from Donald Coxe, since he announced his…
What are the Gurus Buying Now?
Where are the investing world's gliterati investing in today's financial climate. WSJ.com's Eleanor Laise, has written a timely…
Is Wall Street Responsible for 2008's Oil Bubble?
Back in late June, we [GreenLightAdvisor.com] interviewed Stephen Briese, a seasoned commodities trader, who, based on CoT (Commitments…
Jim O'Neill Discusses World, BRICs
Jim O'Neill, Chief Economist, Goldman Sachs , who invented the "BRICs" asset class is interviewed by FT.com's David…
George Soros: The New Paradigm For Financial Markets
George Soros appeared in an MIT World interview where he spoke candidly for 1 hour and 23 minutes…
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
World Markets Snapshot (12/10/2008)
Below is the World Markets Snapshot published by The Economist, Year-to-Date to December 10, 2008. Among the notable…
