Section
Global Investing
2435 posts
China: Profit Margins Recovery Should Help Stocks
BCA Research has published the following analysis on the strong general corporate earnings recovery in China, May 8,…
Big money poll - the long view (Barron's)
Barrron's magazine has published the results of its Big Money Poll of sentiment among money managers. Here is…
Country ETFs Overbought
This is a guest post from Bespoke Investment Group: From our daily ETF Trends report at below we…
Jim Rogers isn’t buying a US stock recovery (Barron's)
“Legendary investor Jim Rogers is skeptical of the latest rally in equities - as well the health of…
Emerging Markets Versus G7
BCA Research has published the following daily note about the relative strength of Emerging Markets versus G7 equity…
Jim O'Neil and Nouriel Roubini: FT.com Interview
April 6, 2009: Nouriel Roubini of New York University and Jim O'Neil, Chief Economist at Goldman Sachs, talk…
George Soros: Interview
Maria Bartiromo interviews George Soros about the IMFs plan to make available as much as $750-billion in SDRs…
Global Banking: The Changing of the Guard
Ten years ago, the list of the world’s largest financial institutions was dominated by banks from the US…
Why Bother with Bonds?
*The following article is a guest post from John Mauldin. Investors, we are told, demand a risk premium…
The Quiet Coup: How Wall Street Captured Government
*The following is an excerpt from The Quiet Coup, by Simon Johnson, Atlantic Magazine, May 2009. Simon Johnson,…
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
David Swensen: How to Sleep Soundly
Yale's Alumni Magazine for March/April 2009, features Marc Gunther's interview with Yale Endowment's Super-Investor, David Swensen, and details…
Richard Russell (Dow Theory Letters): Potential buyers of gold?
The following is an excerpt from Richard Russell's Dow Theory Letters, February 18, 2009. “Here are some figures,…
Donald Coxe: A Difference of Opinion on the Stimulus Program? (February 13, 2009)
Donald Coxe, Chief Investment Strategist, Coxe Advisors LLC's, weekly conference call is an excellent source of outlook and…
