Section
Global Investing
2570 posts
Donald Coxe: Have Commodities Started to Outperform?
Although we have anxiously awaited a new issue of Basic Points from Donald Coxe, since he announced his…
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...
What are the Gurus Buying Now?
Where are the investing world's gliterati investing in today's financial climate. WSJ.com's Eleanor Laise, has written a timely…
Is Wall Street Responsible for 2008's Oil Bubble?
Back in late June, we [GreenLightAdvisor.com] interviewed Stephen Briese, a seasoned commodities trader, who, based on CoT (Commitments…
Jim O'Neill Discusses World, BRICs
Jim O'Neill, Chief Economist, Goldman Sachs , who invented the "BRICs" asset class is interviewed by FT.com's David…
George Soros: The New Paradigm For Financial Markets
George Soros appeared in an MIT World interview where he spoke candidly for 1 hour and 23 minutes…
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
World Markets Snapshot (12/10/2008)
Below is the World Markets Snapshot published by The Economist, Year-to-Date to December 10, 2008. Among the notable…
The Mother of All Bear Market Rallies?
Barton Biggs at Traxis Partners believes that equities could be setting up for ‘the mother of all bear…
Jeremy Grantham: Alan Greenspan is My Nemesis, and More
Here is the first at-length TV interview we have ever seen GMO’s Jeremy Grantham do. We could not…
Mark Mobius Talks Brazil, Emerging Markets
Mark Mobius, the emerging market specialist from Templeton Asset Management reckons that Brazil offers a great opportunity for…
Heebner and Holmes on Emerging Markets
Ken Heebner, CGM Funds, and Frank Holmes, US Global Investors, discuss emerging markets in the context of the Fed's 50 bps…
Deleveraging Forces Liquidation
"When investors are in trouble, they sell what they can, not what they would like to." The current…
BRICs Lay Foundation Stability: Merrill Lynch
Alex Patelis, Head of Global Economics, Merrill Lynch discusses the strength of BRIC (Brazil, Russia, India, China) countries…
Resurgent Yen a Global Destabilizer
Once again, volatility favouring the Japanese Yen is having a pronounced effect on what happens in the stock…
Mobius: Brazil will Lead Recovery
In a webcast interview with Times Online UK, Mark Mobius discusses why he believes Brazil will lead the…
