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Markets
26547 posts
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…
Deflation and Credit Crunch ā Possible Themes for Chairman Bernankeās Testimony
by Asha Bangalore, Northern Trust July 19, 2010 Chairman Bernanke is scheduled for the semi-annual testimony about the…
U.S. Equity Market Diary (July 19, 2010)
U.S. Equity Market Diary (July 19, 2010) The figure below shows the performance of each sector in the…
The Economy and Bond Market Diary (July 19, 2010)
The Economy and Bond Market Diary (July 19, 2010) Treasury bonds rallied this week as the low inflation…
Energy and Natural Resources Market Diary (July 19, 2010)
Energy and Natural Resources Market Diary (July 19, 2010) Strengths Chinaās crude oil imports reached a monthly record…