Section
Global Investing
2574 posts
U.S. Economy and Bond Market Diary (October 4, 2010)
The Economy and Bond Market Diary (October 4, 2o1o) Treasury bonds rallied again this week sending yields lower,…
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...
Gold Market Diary (October 4, 2010)
Gold Market Diary (October 4, 2010) For the week, spot gold closed at $1,319.10 per ounce, up $23.15,…
Energy and Natural Resources Diary (October 4, 2010)
Energy and Natural Resources Market Strengths HSBC’s measure of China’s manufacturing Purchasing Manager’s Index (PMI) for September increased…
China: A World-Class Act (Mobius)
This article is a guest contribution by Mark Mobius, Vice-chairman, Franklin Templeton Investments. I attended a Franklin Templeton…
Tracking Performance of Base Metals
Base metal prices took a big hit from the financial crisis but many of the metals are now seeing their shine return. Since late 2008, copper has experienced the strongest rebound (up 137 percent through mid-September) followed by nickel and lead.
The o...
Hedge Fund Titan David Tepper Weighs in on Economy, Markets, and his Strategy
Transcript (BEGIN VIDEOTAPE) KERNEN: My entire body has chills right now because of this guy that I'm going…
Is China's Yuan Intervention Coming To An End?
This article is a guest contribution by James Pressler, Northern Trust. Currency intervention is a funny thing, particularly…
The Shocking Cost of Regulation
I saw some shocking numbers this week on the costs of regulation by the U.S. government.
An article in the online Wall Street Journal pegs the cost of federal regulations in the U.S. at close to $2 trillion in 2008 – the equivalent of 14 percent ...
“Rules are Rules?!” (An email from Grandma)
“Rules are Rules?!” (An email from Grandma) by Jeffrey Saut, Chief Investment Strategist, Raymond James September 27, 2010…
Postcard from India: Delhi Prepares for the Commonwealth Games
This article is a guest contribution by Sunil Asnani, Research Analyst, Matthews Asia During my recent trip to…
Redefining Decoupling (Matthews Asia)
"To the great benefit of most people, Asia and the West remain linked both by trade in goods,…
Gold Market Diary (September 27, 2010)
Gold Market Diary (Sepetember 26, 2010) Spot gold closed at $1,295.95 per ounce, up $21.65, or 1.70 percent…
Emerging Markets Diary (September 27, 2010)
Emerging Markets Diary (September 26, 2010) Strengths According to EPFR Global, equity funds tracked by the firm took…
MIT's Andy Lo: Markets are Adaptive, Not Efficient
WealthTrack's Connie Mack interviewed MIT's Andy Lo. Here for your review are the video and transcript. Lo discusses…
Can Japan Make a Comeback? (Mobius)
This article is a guest contribution by Mark Mobius, Vice-chairman, Franklin Templeton Investments. On a recent trip to…
