Browsing Category
Global Investing
2324 posts
China: Social Stability Through Economic Prosperity
By Frank Holmes CEO and Chief Investment Officer China sees a bubble ahead and is trying to avoid…
February 14, 2010
Hugh Hendry: China Infatuation is Misguided
Hugh Hendry, CIO, Eclectica Asset Management, writes in the Telegraph UK today, cautioning investors that China's $1.4 trillion…
February 12, 2010
David Rosenberg: How to Play Inflation
Here is a reprise of David Rosenberg's thoughts on how to prepare for inflation, from Breakfast with Dave,…
February 11, 2010
David Rosenberg: "Risk Appetite Back on the Front Burner"
David Rosenberg writes today that with the Greece issue on the backburner again, benign economic news from China…
February 11, 2010
Hugh Hendry Recreates ABX, Discloses Mystery Trade With 1.5% Downside, 75% Upside
This article is a guest post from Tyler Durden, ZeroHedge.com. Hugh Hendry, always beautifully opinionated, nails it at…
February 8, 2010
Emerging Markets Highlights (week ending 02/07/10)
Emerging Markets Strengths Hong Kong’s retail sales rose 16 percent year-over-year in December, the fastest pace in 20…
February 7, 2010
Energy and Natural Resources Market Highlights (week ending 02/07/10)
Energy and Natural Resources Market Despite Concerns over the Global Economy, Leading Indicators & Global Industrial Production are…
February 7, 2010
Gold Market Highlights (week ending 02/07/10)
Gold Market For the week, spot gold closed at $1,065.85 per ounce down $15.00 or 1.39 percent. Gold…
February 7, 2010
Art Cashin Discusses The STUPIDs And The Global Dollar Margin Call
From UBS Financial Services: Cashin's Comments, February 5 early am Greece Fire Leads To Flight Into Dollar Resulting…
February 7, 2010
Art Cashin: Market Commentary - An Encore Presentation
From Art Cashin's Market Commentary, as distributed by UBS Financial Services, February 4 On this day (+2) in…
February 7, 2010
Last Year's Winners Unwinding Along With Dollar Carry Trades
The weakness in the Euro is causing a short-squeeze in the U.S. dollar funded carry trade. The short…
February 5, 2010
David Rosenberg: What a Difference a Year Makes
One year makes a quite a difference: A year ago, China was embarking on a massive fiscal and…
February 5, 2010
Emerging Markets Highlights
Emerging Markets Strengths Fitch raised Indonesia's long-term foreign and local currency credit ratings from BB to BB+, the…
February 1, 2010
Energy and Natural Resources Highlights
Energy and Natural Resources Market Despite forecasts for record grain supply over the 2009 and 2010 growing season,…
February 1, 2010
Gold Market Highlights
Gold Market For the week, spot gold closed at $1,081.28 per ounce, down $11.92, or 1.09 percent. Gold…
February 1, 2010