Section
Global Investing
2574 posts
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...
Energy and Natural Resources Diary (November 1, 2010)
Energy and Natural Resources Market Diary (November 1, 2010) Strengths China’s imports of copper concentrate climbed to a…
October 30, 2010
Emerging Markets Diary (November 1, 2010)
Emerging Markets Diary (November 1, 2010) Strengths Singapore’s unemployment rate fell to a better-than-expected 2.1 percent in the…
October 30, 2010
Debt Bubbles and the Bull Market for Commodities
The “World’s Greatest Investment Event,” the 2010 New Orleans Investment Conference kicked off on Wednesday as gold and natural resources investors descended on the Crescent City for answers to today’s market questions.
The list...
October 28, 2010
Emerging Markets Now Lead Energy Demand
Global energy consumption fell for the first time in nearly three decades last year as slowed manufacturing and idled factories drove consumption lower. Overall, global energy consumption fell 1.1 percent in 2009, the largest decline since Ronald Reaga...
October 27, 2010
Eric Sprott: Investment Outlook (November 2010)
Bonfire of the Currencies Investment Outlook (November 2010) by Eric Sprott, Sprott Asset Management World governments just can’t…
October 26, 2010
The Death of Equities = The Birth of a New Bull?
The Fundamentals of Recoveries (October 2010) Commentary on the health of equity markets today and the perils of…
October 26, 2010
Brazil: Let's Try Some Old-Fashioned "Capital Control" First
Brazil: Let's Try Some Old-Fashioned "Capital Control" First October 22, 2010 by Richard Thies, Northern Trust With the…
October 26, 2010
Does QE = Quantitative Exuberance?
Does QE = Quantitative Exuberance? David Andrews CFA, Private Client Strategist, Richardson GMP Unless you have been living…
October 25, 2010
“Janitor’s Job!?”
“Janitor’s Job!?” by Jeffrey Saut, Chief Investment Strategist, Raymond James October 25, 2010 “The most enduring lesson I’ve…
October 25, 2010
Evolution of the Asian Bond Market
"A well-developed domestic capital market is the ultimate democratization of financial control. It gives investors the ability to…
October 24, 2010
Rob Arnott: Tried and True Strategies (Transcript)
Consuelo Mack WealthTrack - October 15, 2010 CONSUELO MACK: This week on WealthTrack, Financial Thought Leader and Great…
October 24, 2010
The Economy and Bond Market Diary (October 25, 2010)
The Economy and Bond Market Diary (October 25, 2010) Treasury bond yields were little changed this week as…
October 23, 2010
Gold Market Diary (October 25, 2010)
Gold Market Diary (October 25, 2010) For the week, spot gold closed at $1,328.45 per ounce, down $39.95,…
October 23, 2010
Energy and Natural Resources Market Diary (October 25, 2010)
Energy and Natural Resources Market Diary (October 25, 2010) Strengths China's total coal imports surged 15 percent sequentially…
October 23, 2010