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Infrastructure
234 posts
Perception vs. Reality (Sonders)
Perception vs. Reality September 30, 2011 Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co.,…
October 5, 2011
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…
October 4, 2011
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…
October 2, 2011
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…
October 2, 2011
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…
September 29, 2011
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…
September 24, 2011
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…
September 23, 2011
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…
September 21, 2011
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…
September 18, 2011
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…
September 11, 2011
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…
September 9, 2011
Chart of the Week: Can Russia Stay #1
Siberia’s western oil fields have been a mainstay of Russia’s economic growth for decades, but the world’s largest…
September 9, 2011
News That Matters (September 6, 2011)
FT.com Investment vehicle NBNK is discussing the takeover of National Australia Bank’s UK assets, the Telegraph reports, in…
September 6, 2011
Nouriel Roubini: Is Capitalism Doomed?
via Trader Mark, Fund My Mutual Fund Pretty interesting piece below coming on Labor Day: Nouriel Roubini has…
September 6, 2011
News That Matters (September 1, 2011)
via thetrader.se FT.com Wednesday 18:45 BST. Global stock markets continued to rally on hopes that the US Federal…
September 1, 2011