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Global Investing
2574 posts
Confessions of a Bull.
This article is a guest contribution from John Thomas, madhedgefundtrader.biz, via ZeroHedge.com Confessions of a Bull. Barton Biggs,…
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...
Yuan "Unlikely to Rise," says Wen
Three weeks ago I wrote that China was taking advantage of softness in the market t0 'talk' tightening.…
Energy and Natural Resources Market Highlights
Energy and Natural Resources Market Strengths Nickel prices continue to trend higher, having increased by 5.8 percent on…
Emerging Markets Highlights (March 7, 2010)
Emerging Markets Strengths South Korea’s exports increased by a higher-than-expected 31 percent in February (year-over-year), a fourth month…
10 Surprisingly Unhealthy Kids' Foods,
and other Weekend Reads
Here are this weekend's reading diversions. Here's to better health, happiness, and love. Have a great weekend! Change…
Gold Market Highlights (February 28, 2010)
Gold Market For the week, spot gold closed at $1,117.60 per ounce down $1.60 or 0.14 percent. Gold…
Energy and Natural Resources Market Highlights (February 28, 2010)
Energy and Natural Resources Market Strengths The Baker Hughes weekly rig count climbed by 28 rigs in the…
Emerging Markets Highlights (February 28, 2010)
Emerging Markets Strengths Taiwan’s GDP grew 9.2 percent year-over-year in the fourth quarter of 2009, exiting a recession…
Changing as Markets Change
By Frank Holmes CEO and Chief Investment Officer I had the chance to listen to a prominent MIT…
India - Markets give thumbs up to Budget 2010
Markets give thumbs up to Budget 2010 Courtesy of Equitymaster.com The Union Budget 2010 brought some cheers to…
Barry Ritholtz Sticks with Stocks, Especially Emerging Markets
“As long as the Fed is going to make money free … it’s hard to find a short,”…
WSJ: India Joins China in Global Hunt for Commodities
This article is a guest contribution by TraderMark, of Fund My Mutual Fund Blog. A few weeks ago…
Carry Trade Withdrawal Gives China Safe Opportunity to 'Talk' Tightening
Chinese stocks, commodities, and global markets, for that matter, are not correcting due to the anticipation of reduced…
China, The Countervailing Force
If the by-products of the western credit crisis - tight credit, stimulus and quantitative easing, zero-percent interest rates, …
