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Infrastructure
234 posts
Art Cashin: Market Commentary - An Encore Presentation
From Art Cashin's Market Commentary, as distributed by UBS Financial Services, February 4 On this day (+2) in…
February 7, 2010
Emerging Markets Highlights
Emerging Markets Strengths China’s fourth quarter GDP came in better than expected at 10.7 percent year-over-year versus expectations…
January 24, 2010
The Case for Commodities in 2010 (And Beyond)
By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors, Inc. The biggest emerging economies have ambitious…
January 24, 2010
Emerging Markets in 2010
This article is a guest contribution by Frank Holmes, CEO, US Global Investors (www.usfunds.com). January 05, 2010 A…
January 10, 2010
Staggered Return to Global Growth
This report is a guest contribution by Paul Kasriel, Northern Trust. Staggered Return to Global Growth December 21,…
December 23, 2009
SWOT: Emerging Markets
Emerging Markets Strengths Singapore’s exports rose 8.7 percent year-over-year in November, the first increase in 19 months. The…
December 20, 2009
SWOT: Energy and Natural Resources
Energy and Natural Resources Market Strengths Natural gas futures rallied 12 percent this week on colder weather boosting…
December 20, 2009
China as a Nuclear Power Play
China as a Nuclear Power Play By Romeo Dator Co-manager, China Region Fund (USCOX) Like all major economies,…
December 13, 2009
Advisor Alert: Emerging Markets
The following summaries are part of the weekly Advisor Alert produced by US Global Funds for the week…
December 5, 2009
Dubai – floating on an island of debt
This post is a guest contribution by Dian Chu*, market analyst, trader and author of the Economic Forecasts…
November 30, 2009
Richard Karn: Nobody's Right When Everybody's Wrong (Chapter 2)
On Tuesday of this week we featured chapter 1 of Richard Karn's fascinating e-book, Credit and Credibility, about…
November 26, 2009
Advisor Alert - November 20, 2009
The following report is the advisor alert produced by US Global Investors, a comprehensive weekly alert providing SWOT…
November 21, 2009
Stephen Roach: Starting to Worry About China
In an FT.com editorial, "I’ve been an optimist on China. But I’m starting to worry," Stephen Roach, Chairman,…
July 31, 2009
Kass: 2009 Report Card and Surprises Update
Each year in late December, Doug Kass, CIO, Seabreeze Partners, publishes his 20 Surprises for the coming year. …
July 21, 2009
David Rosenberg: Mother of Jobless Recoveries Lies Ahead
David Rosenberg appeared on Fast Money yesterday at the end of the day to discuss the economy, employment…
July 1, 2009