Section
Global Investing
2574 posts
Emerging Markets Diary (September 13, 2010)
Emerging Markets Diary (September 13, 2010) Jack Dzierwa, co-manager of the Global MegaTrends Fund (MEGAX) and Global Emerging…
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...
Nine Bullish Arguments for Gold
Dr. Martin Murenbeeld, chief economist for Dundee Wealth Economics and one of the smartest gold minds around, recently released his latest chart book – hundreds of useful visuals to help him tell the gold and commodity stories.
Dr. Murenbeeld als...
Learning from Past Crises (Mobius)
On the heels of the global financial crisis, as Europe discusses the implementation of painful austerity measures and…
Niels Jensen: "Beggar Thy Neighbour" (September 2010)
The Absolute Return Letter September 2010 Beggar thy Neighbour "I am deeply ashamed to know that I won't…
Defensive For Time Being (Alfred Lee)
Nobody said it was going to be easy. After surviving one of, if not the most catastrophic financial…
2010 Country Stock Markets Performance (Bespoke)
Below we highlight the year to date performance of the major stock market indices for 82 countries around…
China's Big Plans
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors “Global” is part of our company name,…
Gold Market Diary (September 7, 2010)
Gold Market Diary (September 7, 2010) For the week, spot gold closed at $1,246.75 per ounce, up $8.65,…
Energy and Natural Resources Market Diary (September 7, 2010)
Energy and Natural Resources Market Diary (September 7, 2010) Strengths Goldcorp outbid rival Eldorado for Australian miner Andean…
Emerging Markets Diary (September 7, 2010)
Emerging Markets Diary (September 7, 2010) Strengths India’s GDP expanded by 8.8 percent year-over-year in the second quarter,…
Infrastucture is India's Achilles Heel
Poor infrastructure continues to be an Achilles heel for India—if it were better, analysts say, the country could…
Perception vs. Reality (Sonders)
Key points Market volume continues its traditional August swoon, making it difficult to gauge much from stock market…
Gold Market Diary (August 30, 2010)
Gold Market For the week, spot gold closed at $1,238.01 per ounce, up $10.13, or 8.3 percent, for…
Energy and Natural Resources Market Diary (August 30, 2010)
Energy and Natural Resources Market Diary (August 30, 2010) Strengths Despite concerns over global growth, the price of…
Emerging Markets Diary (August 30, 2010)
Emerging Markets Diary (August 30, 2010) Strengths Thailand’s GDP expanded by a higher-than-expected 9.1 percent in the second…
