Section
Infrastructure
238 posts
Gold Market Cheat Sheet (October 24, 2011)
Muammar Gaddafi's golden gun Gold Market Cheat Sheet (October 24, 2011) For the week, spot gold closed at…
Repeating the Future (Kashkari)
Repeating the Future by Neel Kashkari, PIMCO For long-term investors, meaning those prepared to stay invested for three,…
Emerging Markets Cheat Sheet (October 11, 2011)
Emerging Markets Cheat Sheet (October 11, 2011) Strengths China will spend roughly 4 trillion RMB in the next…
10 Things To Stop Caring About Today, and other (Long) Weekend Reads
Here are this weekend's reading diversions for your personal enlightenment. Have a happy, long Thanksgiving weekend. How Parents…
Perception vs. Reality (Sonders)
Perception vs. Reality September 30, 2011 Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co.,…
Greatest Moral Hazard, Says Paul McCulley, Is Austerity Here And Now (Mauldin)
Greatest Moral Hazard, Says Paul McCulley, Is Austerity Here And Now via John Mauldin, Outside the Box October…
Extreme Divergence Between Coal Rocks and Stocks Unwarranted
Extreme Divergence Between Coal Rocks and Stocks Unwarranted By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Emerging Markets Cheat Sheet (October 3, 2011)
Emerging Markets Cheat Sheet (October 3, 2011) Strengths In China, industrial companies’ profit rose 28.2 percent in the…
News That Matters (September 29, 2011)
via The Trader, thetrader.se Ft.com Asian shares and commodities fell on Thursday, Reuters reports, on growing worries that…
Energy and Natural Resources Market Cheat Sheet (September 26, 2011)
Energy and Natural Resources Market Cheat Sheet (September 26, 2011) Strengths The latest South Korean oil demand numbers…
World Running Low on its “Energy Drink”
September 21, 2011 Did you know that China’s energy demand is set to grow so dramatically over the…
Daniel Yergin and Peak Oil - Prophet or Mere Historian?
Daniel Yergin and Peak Oil - Prophet or Mere Historian? by John C.K. Daly of Oil Price On…
Perfect Storm Creates Tidal Wave of Gold Demand
Perfect Storm Creates Tidal Wave of Gold Demand By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Emerging Markets Cheat Sheet (September 12, 2011)
Emerging Markets Cheat Sheet (September 12, 2011) Strengths China’s consumer price index (CPI) in August dropped to 6.2…
News That Matters (September 9, 2011)
Ft.com Regulators are nearing a settlement with Fannie Mae and Freddie Mac after a three-year investigation into whether…
