Section
Global Investing
2498 posts
Emerging Markets Diary (July 12, 2010)
Emerging Markets Diary (July 12, 2010) Strengths Chinaās central bank indicated that its monetary policy would remain appropriate…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Energy and Natural Resources Market Diary (July 12, 2010)
Energy and Natural Resources Market Diary (July 12, 2010) Strengths Crude oil futures (NYMEX) gained over 5 percent…
Chart of the Week: Emerging Europe
Weakness in the euro is a strength for Emerging Europe.
A strong currency tends to make exports more expensive, but Germany (the world’s #2 exporter behind China) remained globally competitive even as the euro’s value climbed to record high...
Wall Street Earnings Expectations Ignore Economic Divergences
This article is a guest contribution by Bill Hester, CFA, Hussman Funds July 2010 This week brings the…
Eric Sprott: "Wither Green Shoots"
This article is a guest contribution by Eric Sprott & David Franklin, Sprott Asset Management With the summer…
The Prototype for a Major New Energy Industry
by Dr. Kent Moors , OilandEnergyInvestor.com. An otherwise overlooked announcement last week may hold the key to a…
Postcard from India (Matthews)
This article is a guest contribution by Sharat Shroff, CFA, Portfolio Manager, Matthews International Capital Management, LLC. There…
Stuck in a Turnaround
Remember this scene in Austin Powers when the worldās wittiest spy couldnāt manage to get his cart turned…
China Helps Itself, No One Else (John Taylor)
China Helps Itself, No One Else By John Taylor, CIO, F/X Concepts, via ZeroHedge.com. When China announced that…
China Concentrating on Gold
This article is a guest contribution by Frank Holmes, Chief Investment Strategist, U.S. Global Investors. You can add…
Contemplating Capital Controls
A guard stands before a Thai bank This article is a guest contribution from Dr. Robert Horrocks, Matthews…
Hussman: Implications of a Likely Economic Downturn
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds. A week ago, we accumulated…
The Shipping Index has Fallen 50% - What Does it Mean?
This article is a guest contribution by John Stepek, MoneyWeek.com. Stock markets have had a rough week or…
Focus on China: the Renminbi, Commodities and Real Estate
This article is a guest contribution by Mark Mobius, Vice-chairman, Franklin Templeton Investments. Developments over the last few…