Section
Global Investing
2574 posts
Risk and Recovery in Russia
Russia has a lot of upside, and a big part of why is the risk trade. Russia was…
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...
Goldman Explains Why It Is "QE2 Or Bust" For Stocks Today (August 10)
This article is a guest contribution by ZeroHedge.com. Just in case you missed Goldman's economic team shift to…
Gold Market Diary (August 9, 2010)
Gold Market Diary (August 9, 2010) For the week, spot gold closed at $1,205.40 per ounce, up $24.40,…
Emerging Markets Diary (August 9, 2010)
Emerging Markets Diary (August 9, 2010) Strengths China’s official non-manufacturing Purchasing Managers’ Index (PMI) climbed to 60.1 in…
Energy and Natural Resources Market Diary (August 9, 2010)
Energy and Natural Resources Market Diary (August 9, 2010) Strengths Wheat prices continue to climb higher with the…
Ready, Set, Gold: Best Months Are Just Ahead
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. Global economic conditions are now favorable for…
Home Prices on the Move
The U.S. housing market is still sputtering, but other places in the world are zooming.
CNBC.com recently did a slideshow showing 20 countries where home prices are rising. Many of the strongest markets are in western Europe, despite the region’s...
Risk and Recovery in Russia
Russia has a lot of upside, and a big part of why is the risk trade.
Russia was one of the top emerging markets in July, rising 10.3 percent as risk tolerance came back into the market.
And we think this upward trend can continue – Russia has a l...
China is Winning the Energy Race (Casey Research)
This article is a guest contribution by Marin Katusa of Casey's Energy Opportunities. China Is Winning the Energy…
The Emerging Markets IPO Frenzy (Mobius)
This article is a guest contribution from Mark Mobius, Vice-chairman, Franklin Templeton Investments. Privatization of state-owned enterprises has…
Back to Zero: Deflation Fears Emerge (Sonders)
This article is a guest contribution by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab…
Hersh Cohen: "There's a powerful opportunity that is generally being ignored"
This article/transcript is a guest contribution from Consuelo Mack's Wealthtrack, of last week's interview with legendary fund manager,…
The Next Big Emerging Markets?
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. When countries get grouped together for economic…
Energy and Natural Resources Market Diary (August 2, 2010)
Energy and Natural Resources Market Diary (August 2, 2010) Strengths Indonesia, the largest coal exporter in the world,…
Emerging Markets Diary (August 2, 2010)
Emerging Markets Diary (August 2, 2010) Strengths South Korea’s GDP expanded by a faster than expected 1.5 percent…
