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Hedge Your Investment Portfolio with Bonds
- Emerging Market Speculator
- August 19, 2010
Exchange-traded funds offer easy exposure to Treasury notes and emerging market bonds.
The Fed Isn't Stupid
- Emerging Market Speculator
- August 12, 2010
The world’s central bankers have the knowledge, the skills and the nominal authority to do what’s necessary to right the global economy. The question is of political power.
Cyclicals Lead the Rally, Propel the Silk Portfolio
- Emerging Market Speculator
- August 5, 2010
The Silk Road Investor Portfolio is well positioned to profit from a rally that will pick up steam early this fall.
The Path to Profits Runs from China to Europe
- Emerging Market Speculator
- July 22, 2010
Premier Wen Jiabao suggests China’s policymakers have the economy well in hand, while Europe is starting to look good, too.
Profit from International Banking
- Alert
- July 15, 2010
Although most Western banks have stagnated in the wake of the credit crisis, banks in developing markets are well capitalized and eager to take advantage in the wake of the financial crisis.
Enjoy the Summer: Stocks Will Rally into Year's End
- Alert
- July 8, 2010
China isn't going to dump its Treasury holdings, now or anytime soon. The Middle Kingdom's health is tied to the well-being of the US.
Deflation Fears
- Alert
- July 1, 2010
The world’s developed economies are staring down an enemy identified here long ago. We’ve also identified the best ways for investors to protect their portfolios from this outcome.
China Revalues Its Currency
- Alert
- June 24, 2010
The move generated a bevy of headlines, but the renminbi’s revaluation is essentially a side-show. But it’s not in US politicians’ interest to tell the truth about long-term global economic trends.
No Double Dip
- Alert
- June 17, 2010
The biggest fear investors have regarding the direction of the market, is the potential of a double-dip style recession in the US and the global economy. This is a fashionable view to hold these days, and can also be supported by parts of the economic data.
Goin' Nuclear...Again
- Alert
- June 10, 2010
In the Global ETF Profits advisory that I co-edit with Benjamin Shepherd, we have exposure to the sector through the best available ETF. Here are Ben’s macro thoughts on nuclear power, as well as a recommendation.
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