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Global Investing
2574 posts
The Economy and Bond Market Highlights
The Economy and Bond Market In a surprise move this week, the Federal Reserve raised the discount rate…
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...
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,…
David Rosenberg: "Risk Appetite Back on the Front Burner"
David Rosenberg writes today that with the Greece issue on the backburner again, benign economic news from China…
Hugh Hendry Recreates ABX, Discloses Mystery Trade With 1.5% Downside, 75% Upside
This article is a guest post from Tyler Durden, ZeroHedge.com. Hugh Hendry, always beautifully opinionated, nails it at…
