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The Folly of Peer Group Analysis
This article is a guest contribution by John West, Research Affiliates. Email this article | Print this article…
Index Summary and U.S. Equity Market Diary
Index Summary The major market indices were higher this week. The Dow Jones Industrial Index rose 1.10 percent.…
How will an RMB revaluation affect China, the US, and the world?
by Michael Pettis, author of China Financial Markets blog, and professor at Peking University's Guanghua School of Management.…
Index Summary and U.S. Equity Market Highlights (3/15/2010)
Index Summary The major market indices were higher this week. The Dow Jones Industrial Index (1) rose 0.55…
Sovereign Debt: Emerging Markets Advantage
By Frank Holmes, CEO and Chief Investment Officer It’s not a good time to be a developed economy.…
Index Summary and U.S. Equity Market Highlights (March 7, 2010)
Index Summary The major market indices were higher this week. The Dow Jones Industrial Index rose 2.33 percent.…
Gold Market Highlights (March 7 , 2010)
Gold Market For the week, spot gold closed at $1,134.65 per ounce up $17.05 or 1.53 percent. Gold…
Emerging Markets Highlights (March 7, 2010)
Emerging Markets Strengths South Korea’s exports increased by a higher-than-expected 31 percent in February (year-over-year), a fourth month…
Robert Arnott: Lessons from the "Naughties"
By Robert Arnott and John West - Research Affiliates ROBERT ARNOTT, Chairman and Founder of Research Affiliates, LLC.…
Index Summary and U.S. Equity Highlights
Index Summary The major market indices were mixed this week. The Dow Jones Industrial Index fell 0.74 percent.…
Emerging Markets Highlights (February 28, 2010)
Emerging Markets Strengths Taiwan’s GDP grew 9.2 percent year-over-year in the fourth quarter of 2009, exiting a recession…
David Darst - Robert Kessler - Interview Transcript (Feb. 19)
Connie Mack recently interviewed David Darst, chief investment strategist for Morgan Stanley Smith Barney, and Robert Kessler, head…
The Problem of Persistence
By Michael Nairne, Tacita Capital On January 1, 2000, Jim Smith invested with Manager X. Jim had done…
David Rosenberg: "My Take on the Fed"
WHILE YOU WERE SLEEPING The U.S. consumer price data is hot off the press and while the headline…
Index Summary and Domestic Equity Market (week ending 2/15/2010)
Index Summary The major market indices were higher this week. The Dow Jones Industrial Index rose 0.87 percent.…
