Section
Global Investing
2574 posts
China's Currency Move a Success
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. When the Chinese government changed its currency…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
A New Age of Energy
Five years ago, nearly every natural resource investor knew two things to be true. First, South Africa was the world’s largest producer of gold and second, that the U.S. used more energy than anyone else in the world. Titles both countries had he...
James Paulsen: Double-Dip or Soft Patch???
Double-Dip or Soft Patch??? by James Paulsen, Chief Investment Officer, Wells Capital Management. July 16, 2010 Consecutive monthly…
A Kindler Gentler View of Outsourcing
Forget the conventional notion of job outsourcing to emerging markets as just exploiting the worldâs most economically vulnerable…
Brazil Feeds the World
Cheap labor and a good climate for crops have positioned Brazil to make gains in agriculture. This week…
The Case for Emerging Markets
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors One of the best selling points for…
Hussman: Don't Take the Bait
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds Breaking News: Philly Fed Survey…
The Economy and Bond Market Diary (July 19, 2010)
The Economy and Bond Market Diary (July 19, 2010) Treasury bonds rallied this week as the low inflation…
Gold Market Diary (July 19, 2010)
Gold Market Diary (July 19, 2010) For the week, spot gold closed at $1,193.00 per ounce, down $18.80,…
Energy and Natural Resources Market Diary (July 19, 2010)
Energy and Natural Resources Market Diary (July 19, 2010) Strengths Chinaâs crude oil imports reached a monthly record…
Emerging Markets Diary (July 19, 2010)
Emerging Markets Diary (July 19, 2010) Strengths Chinaâs inflation rate for June came in at 2.9 percent versus…
George Magnus: Demographics, Destiny and Asset Markets
by George Magnus, Contributing Editor and Senior Economic Advisor, UBS Investment Bank, for Boeckh Investment Letter. As the…
Why Bullion is Outperforming Mining Stocks
Why Bullion is Outperforming Mining Stocks But it doesnât have to be an either/or decision As published in…
The Fundamental Trendline is Still Down (Rosenberg)
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff, Toronto. Intel enjoyed its…
China Has Been Covertly Funding A Housing Bubble Five Times Larger Than That Of The US: 65 Million Vacant Homes Uncovered
This article is a guest contribution by ZeroHedge.com. China just announced that its Q2 GDP came in at…
