Section
Global Investing
2501 posts
China, The Countervailing Force
If the by-products of the western credit crisis - tight credit, stimulus and quantitative easing, zero-percent interest rates, …
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...
The Economy and Bond Market Highlights
The Economy and Bond Market In a surprise move this week, the Federal Reserve raised the discount rate…
Gold Market Highlights
Gold Market For the week, spot gold closed at $1,119.20 per ounce, up $25.82, or 2.36 percent. Gold…
Energy and Natural Resources Markets Highlights
Energy and Natural Resources Market Strengths Despite a severe recession in 2009, the World Bureau of Metals Statistics…
Emerging Markets Highlights
Emerging Markets Strengths Overseas worker remittance to The Philippines in December reached an all-time high of $1.57 billion,…
March Is A Good Month for Energy
By Frank Holmes CEO and Chief Investment Officer We are entering a time of year that in recent…
David Rosenberg: "My Take on the Fed"
WHILE YOU WERE SLEEPING The U.S. consumer price data is hot off the press and while the headline…
IMF Gold Sales v. the Alchemy of Gold Futures – What’s the Impact on Gold Prices?
This article is a guest contribution by J.S. Kim, of SmartKnowledgeU™. The recently announced IMF sale of 191.3…
China Cuts Its Holdings in Treasuries?
It appears that China is doing its best to keep the dollar from strengthening, employing a strategy of…
The Economy and Bond Market Highlights (week ending 2/15/2010)
The Economy and Bond Market Treasury yields moved higher this week on the back of large Treasury auctions…
Emerging Markets Highlights (week ending 2/15/2010)
Emerging Markets Highlights (week ending 2/15/2010) Strengths China’s passenger car sales continued to surge by 113 percent in…
China: Social Stability Through Economic Prosperity
By Frank Holmes CEO and Chief Investment Officer China sees a bubble ahead and is trying to avoid…
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…
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,…