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Infrastructure
234 posts
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…
May 1, 2009
A Postcard from Mexico - Mark Mobius
This is is a guest contribution by Mark Mobius, Executive Chairman, Franklin Templeton. Whenever we visit Mexico, we…
April 9, 2009
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,…
April 8, 2009
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…
March 26, 2009
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…
February 16, 2009
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…
February 1, 2009
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…
January 1, 2009
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…
December 5, 2008
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…
November 9, 2008