Section
Infrastructure
242 posts
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,…
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...
Advisor Alert: Emerging Markets
The following summaries are part of the weekly Advisor Alert produced by US Global Funds for the week…
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…
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…
Advisor Alert - November 20, 2009
The following report is the advisor alert produced by US Global Investors, a comprehensive weekly alert providing SWOT…
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,…
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. …
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…
Reasons to be bullish the commodity complex
BCA Research published this note on commodities on April 28, 2009: There are a number of reasons to…
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
Is an 'Energy-Linked' Currency in the Cards?
This article is a guest contribution by Izabella Kaminska, FT.com Alphaville on Monday, April 6th, 2009. Izabella Kaminska,…
Howard Marks: Will it Work?
Howard Marks' letters to Oaktree Capital investors have become as highly renown and anticipated by the investment community as those of Warren…
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…
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…
20 Surprises for 2009: Doug Kass
Doug Kass, founder of Seabreeze Partners, a regular guest on CNBC, who is dubbed the anti-Cramer, as well…
