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Markets
25697 posts
Jeremy Grantham: Everything You Need to Know About Global Warming in 5 Minutes
Jeremy Grantham, who has long had investments in Timber and Natural Resources, puts a surprising smackdown on the…
Japan: Land of the Rising Debt
This post is a guest contribution by Vitaliy Katsenelson, portfolio manager/director of research at Investment Management Associates in…
International Market Snapshot (July 22, 2010)
This note is a guest contribution by Bespoke Investment Group. The S&P 500 has made a nice move…
Chairman Bernankeās Testimony Sticks to Main Message of Minutes, But Q&A is More Insightful
by Asha Bangalore, Northern Trust Chairman Bernanke's prepared testimony largely echoed the message of the minutes of June…
Jeremy Siegel: Why Stocks Are Undervalued
Jeremy Siegel, Russell Palmer Professor of Finance, Wharton School of Business, discusses why he believes stocks are undervalued…
What Happened to Top Line Weakness?
This article is a guest contribution from Bespoke Investment Group. the investment world was up in arms about…
Howard Marks: "It's Greek to Me"
Howard Marks of Oaktreeās latest follows, with an excerpt first: As I mentioned above, debt isnāt the problem,…
Jeffrey Saut: "Don't Bet the Farm"
by Jeffrey Saut, Chief Investment Strategist, Raymond James āIn 1965 Steve McQueen starred in The Cincinnati Kid, the…
Mobius: Comments on Brazil, India, and Emerging Markets
This article is a guest contribution from Mark Mobius, Vice-chairman, Franklin Templeton Investments. Here are my responses to…
China's Currency Move a Success
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. When the Chinese government changed its currency…
James Paulsen: Double-Dip or Soft Patch???
Double-Dip or Soft Patch??? by James Paulsen, Chief Investment Officer, Wells Capital Management. July 16, 2010 Consecutive monthly…
A Kindler Gentler View of Outsourcing
Forget the conventional notion of job outsourcing to emerging markets as just exploiting the worldās most economically vulnerable…
Brazil Feeds the World
Cheap labor and a good climate for crops have positioned Brazil to make gains in agriculture. This week…
The Case for Emerging Markets
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors One of the best selling points for…
Hussman: Don't Take the Bait
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds Breaking News: Philly Fed Survey…