Section
Global Investing
2571 posts
Down the Home Stretch (Sonders)
Schwab Market Perspective: Down the Home Stretch Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Anticipating Volatility and the Rise of Emerging Markets
Anticipating Volatility and the Rise of Emerging Markets By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Economy and Bond Market (November 15, 2010)
The Economy and Bond Market (November 15, 2010) Economic news flow was relatively light after an action-packed week…
Gold Market Diary (November 15, 2010)
Gold Market Diary (November 15, 2010) For the week, spot gold closed at $1,368.75 per ounce, down $24.90,…
Energy and Natural Resources Market (November 15, 2010)
Energy and Natural Resources Market (November 15, 2010) Strengths West Texas Intermediate (WTI) oil prices climbed to their…
Emerging Markets Diary (November 15, 2010)
Emerging Markets Diary (November 15, 2010) Strengths China’s passenger car sales rose 27 percent year-over-year to 1.2 million…
Chinese Markets with Worst Day in Over a Year as Bernanke's "Success" in Herding Risk Capital Overseas & Into Commodities Bears Fruit
by Trader Mark Preface: Take all the data below with many tablets of salt. China would have us…
Leadership Changes in Latin America (Mobius)
by Dr. Mark Mobius, Vice-Chairman, Franklin Templeton Investments While Latin America has come a long way in the…
Monetary Spigots and the Reflation Trade
Alfred Lee, CFA, DMS Investment Strategist, BMO ETFs Global Structured Investments Email: alfred.lee[at]bmo.com Although the year started with…
Everybody’s Happy!?
“Everybody’s Happy!?” by Jeffrey Saut, Chief Strategist, Raymond James November 8, 2010 ... “Money managers are unhappy because…
China: The Mother of All Grey Swans
by Vitaliy Katsenelson, Investment Management Associates, Inc. I had the pleasure of presenting my thesis on China and…
On QE and Supply - A dated perspective
by Bruce Krasting In December of 1974 I was kid on an FX desk for a Swiss Bank…
Diwali, Dollars and Gold
Diwali, Dollars and Gold By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Today marks the…
Gold Market Diary (November 8, 2010)
Gold Market Diary (November 8, 2010) For the week, spot gold closed at $1,393.65 per ounce, up $34.25,…
Energy and Natural Resources Market Diary (November 8, 2010)
Energy and Natural Resources Market Diary (November 8, 2010) This chart shows a sharp rise in the supertanker…
