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Global Investing
2574 posts
The Chances of a Double Dip
This article is a guest contribution from John Mauldin's, Thoughts from the Frontline. The Chances of a Double…
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...
U.S. Government Debt: The Upward Spiral Continues (Boeckh)
This article is a guest contribution by Boeckh Investment Letter. The great reflation—a combination of various stimulus packages,…
Planning for Prosperity
Today I’ll be at the sixth annual Clinton Global Initiative event in New York, which brings together heads of state, business people and many others to discuss major issues affecting humankind and our planet.
I first got involved with the CGI thr...
Mr. Energy
Mr. Energy by Jeffrey Saut, Raymond James September 20, 2010 “Change of a long-term or secular nature is…
Gold Market Diary (September 20, 2010)
Gold Market Diary (September 20, 2010) For the week, spot gold closed at $1,274.30 per ounce, up $28.05,…
Energy and Natural Resources Market Diary (September 20, 2010)
Energy and Natural Resources Market Diary (September 20, 2010) Strengths According to data from the U.S. International Trade…
Emerging Markets Diary (September 20, 2010)
Emerging Markets Strengths Indonesia’s foreign exchange reserve reached $81.3 billion in August, representing an increase of $15 billion…
Gold, Oil, and China
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. It's been a lively year for both…
Forget China (Bespoke)
Talk about two divergent paths. China gets all the attention, but it's India that investors have actually been…
Bullish on Commodities
It’s no secret that we’re long-term bullish on commodities.
Our boiled-down viewpoint: there will likely be short-term volatility in the sector, but we believe the enduring strength of the global growth story being led by China and other ke...
Have Official Foreign Exchange Interventions Been Successful?
September 15, 2010 by Asha Bangalore, Northern Trust The Bank of Japan has intervened today, September 15, 2010,…
Emerging Markets Q & A (Mobius)
The paragraphs below come courtesy of Mark Mobius, emerging markets guru and executive chairman of Templeton Asset Management.…
Heavy Metal! (Andrews)
by David Andrews CFA, Private Client Strategist, Richardson GMP Ltd. Relax, the reference has nothing to do with…
Latest from China
More positive economic news is coming out of China – industrial production figures for August were up more than expected, and the latest retail numbers are also ahead of what the market was anticipating.
It appears that Beijing’s plan is wo...
Energy and Natural Resources Market Diary (September 13, 2010)
Energy and Natural Resources Market Diary (September 13, 2010) Strengths Steel prices on the Chinese domestic market rose…
