Section
Infrastructure
238 posts
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…
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...
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…
Nouriel Roubini: Is Capitalism Doomed?
via Trader Mark, Fund My Mutual Fund Pretty interesting piece below coming on Labor Day: Nouriel Roubini has…
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…
Exploring for Oil in Brazil
Remote locations of Brazil’s Amazon have potentially large untapped oil and gas reserves, but lack of adequate infrastructure…
News That Matters (August 31, 2011)
FT.com US and European stock markets managed to overcome the bleak results of two keenly watched surveys, which…
Confidence Counts (Sonders)
Confidence Counts Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc., Brad Sorensen,…
News That Matters (August 26, 2011)
via thetrader.se FT.com Japan’s parliament passed two pieces of legislation that Prime Minister Naoto Kan said were conditions…
Expect the Unexpected (Capital International's Long View)
Expect the unexpected by Capital International Asset Management So far, 2011 has been marked by natural disasters in…
News That Matters (August 18, 2011)
Prepared by The Trader, thetrader.se FT.com Planned global regulatory overhauls for the insurance and banking industries threaten to…
Buy, Sell or Hold? Relax and Don't Panic
Buy, Sell or Hold? Relax and Don't Panic By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
U.S. Equity Market Cheat Sheet (August 15, 2011)
U.S. Equity Market Cheat Sheet (August 15, 2011) The domestic stock market was volatile this week with the…
Run, Ride or Buy? What Should Investors Do? Don’t Sell on Mondays!
There’s an old contrarian investing maxim from Baron Rothschild that says “the time to buy is when there’s…
Bloomberg: Bad Debts Beginning to Snare Banks in Brazil, China, and India
by Trader Mark, Fund My Mutual Fund You never quite know when the bad debt is going to…
Emerging Markets Cheat Sheet (August 2, 2011)
Emerging Markets Cheat Sheet (August 2, 2011) Strengths As part of fiscal stimulus in a generally tightening monetary…
