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Markets
25356 posts
Energy and Natural Resources Market Cheat Sheet (October 3, 2011)
Energy and Natural Resources Market Cheat Sheet (October 3, 2011) Strengths The Global Resources Fund performed well this…
October 2, 2011
Emerging Markets Cheat Sheet (October 3, 2011)
Emerging Markets Cheat Sheet (October 3, 2011) Strengths In China, industrial companiesâ profit rose 28.2 percent in the…
October 2, 2011
Inter-Market Analysis in Guiding Cross-Asset Allocation
Inter-Market Analysis in Guiding Cross-Asset Allocation Monthly Strategy Report September 2011 Alfred Lee, CFA, DMS, Vice President &…
October 2, 2011
30 Truths Iâve Learned In 30 Years, and other Weekend Reads
Here are this week's reading diversions for your personal enlightenment. Have an inspiring and restful weekend! 30 Truths…
September 30, 2011
Goldman Sachs: 40% Chance of "Great Stagnation" in Developed Markets
Interesting tidbit on the CNBC site: Having analyzed 150 years of macroeconomic data, Goldman has found 20 examples…
September 30, 2011
QE and the âCrowding Outâ of the Bond Market Vigilante
Submitted by Global Macro Monitor QE and the âCrowding Outâ of the Bond Market Vigilante Weâve updated our…
September 30, 2011
China - The Great Stabilizer
For the past ten years, whenever global base metals demand dissipated, Chinaâs voracious appetite stepped in to gobble…
September 30, 2011
Not All Interest Rates Are Falling (Bespoke)
by Bespoke Investment Group While the purpose of the Fed's Operation Twist program is to lower long term…
September 30, 2011
ECRI's Lakshman Achuthan Makes the Call: Recession
Two weeks ago ECRI's Lakshman Achuthan told NPR he would be able to make a definitive call on…
September 30, 2011
Jeffrey Gundlach: âWeâre in a Recession Right Nowâ
by Trader Mark, Fund My Mutual Fund My posts today seem to have a Negative Nelly tone -…
September 30, 2011
Gary Shilling: Bearish-er... Still
via Paul Kedrosky, Infectious Greed Channeling a decent number of my views, here is Gary Shilling on Bloomberg…
September 29, 2011
Fairholme's Bruce Berkowitz discusses His Large Investments in Beaten Down Financial Stocks
A rare television interview with Morningstarâs Fund Manager of the Decade. Consuelo talks to Fairholme Fundâs Bruce Berkowitz…
September 29, 2011
Weeden's Charles Maxwell: Where to Invest for Secure Energy Returns
The man Barronâs calls the Dean of Energy Analysts discusses the outlook for oil prices, supplies and stocks.…
September 29, 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