Section
Global Investing
2574 posts
Stocks like the Heat
by David Andrews CFA, Director, Investment Management & Research, Richardson GMP Limited. Searing heat and humidity engulfed much…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Emerging Markets Diary (July 12, 2010)
Emerging Markets Diary (July 12, 2010) Strengths Chinaās central bank indicated that its monetary policy would remain appropriate…
Gold Market Diary (July 12, 2010)
Gold Market Diary (July 12, 2010) For the week, spot gold closed at $1,211.60 per ounce down unchanged…
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…
