Browsing Category
Emerging Markets
413 posts
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…
March 16, 2009
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,…
February 23, 2009
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…
February 16, 2009
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…
February 11, 2009
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…
February 1, 2009
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…
January 20, 2009
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…
January 14, 2009
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…
January 11, 2009
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
December 30, 2008
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…
December 13, 2008
The Mother of All Bear Market Rallies?
Barton Biggs at Traxis Partners believes that equities could be setting up for ‘the mother of all bear…
November 26, 2008
Jeremy Grantham: Alan Greenspan is My Nemesis, and More
Here is the first at-length TV interview we have ever seen GMO’s Jeremy Grantham do. We could not…
November 24, 2008
Mark Mobius Talks Brazil, Emerging Markets
Mark Mobius, the emerging market specialist from Templeton Asset Management reckons that Brazil offers a great opportunity for…
November 21, 2008
Heebner and Holmes on Emerging Markets
Ken Heebner, CGM Funds, and Frank Holmes, US Global Investors, discuss emerging markets in the context of the Fed's 50 bps…
November 1, 2008
Deleveraging Forces Liquidation
"When investors are in trouble, they sell what they can, not what they would like to." The current…
October 31, 2008
