Section
Infrastructure
238 posts
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, "Iāve been an optimist on China. But Iām 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.Ā …
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 toĀ OaktreeĀ CapitalĀ investors have become asĀ 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…
Baltic Dry Index: A Valuable Leading Indicator?
The Baltic Dry Index is a very important indicator of the health of trade globally, as it measures…
China Unveils $586-billion Economic Stimulus Plan
China's stunning $586-billion (4-trillion Yuan) economic stimulus package, unveiled Sunday evening, aims to give the country's domestic demand…