Section
Global Investing
2570 posts
Central Banks Giveth, Central Banks Taketh Away
Two articles published within a few weeks tell a compelling story of cause and effect. The first by…
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...
A Reversal in CAD in Synch with Reversal in Markets
Canadian central banker, Mark Carney's concerns about the strong Loonie are well known. It threatens Canada's economic recovery.…
Hugh Hendry: Stocks and Gold are crowded - "All one way, all one trade"
Some of the best commentary on CNBC happens at 2:00 a.m. Hugh Hendry, the CIO and founding partner…
WealthTrack: "One Investment" Recommendation - Transcript
Earlier this week, we featured Consuelo Mack's interview with Bob Doll, Tom Petrie, and John Montgomery. Today, we…
Barton Biggs: Better a Pig, than a Bull or a Bear
Barton Biggs visits CNBC to discuss the market - Biggs says its better to be a pig in…
Carl Icahn: Market is "Schizophrenic"
Earlier in the week, we discussed the divergent behaviour of stocks and bonds. Bonds are calling deflation, stocks…
Goldman Recommends Companies with High Sales Exposure to BRICs
Goldman Sachs recently put out a report, and continue to follow it up, in which they aggressively recommend…
Canada's IMF Upgrade an Important Sign Post
Canada's GDP growth outlook got an upgrade from the IMF this week thanks in part to the outlook…
Mobius, Rogers, and IMF Love China
China is getting a great deal of attention upon its 60th anniversary. This is great news for the…
Canada on the Cusp of Something Big - Forget about inflation for now
Canada is on the cusp of something big. A boom in commodities means Canada will outperform the US…
Doug Casey on Gold
Doug Casey is an American free-market market economist, financial author and entrepreneur. He has been writing a monthly…
Canada's Universal Appeal and Advantage
The Lehman Bros. bust, one year ago this week, was a watershed moment and event that many would…
Gold: Due for Rally or Selloff?
Once again gold, inflation and the greenback are making a great number of headlines, and investors are viewing…
Ken Fisher: V-shaped market recovery not a sucker rally
Ken Fisher, billionaire fund manager at Fisher Investments, son of Buffett mentor and legend, Phil Fisher, says the…
Jim Chanos vs. Ken Fisher on China
Jim Chanos, CEO, Kynikos, the markets' biggest short seller, says his skepticism about the China miracle is growing,…
