I look at dozens of sources a day on global macroeconomics, but one source I go to every day is my good friends at Gavekal. The Gavekal partnership – father Charles Gave, son Louis-Vincent Gave, and noted economist and journalist Anatole Kaletsky – spans three continents: Charles is based...
........But first a word from our sponsor....... Strike while the metal's hot and the market risk none Growing demand for gold, silver and platinum attracts many of today's leading investors. Is fear of market volatility and high costs keeping you from adding precious metals to your portfolio...
Time for a Reality Check World Trade Is Falling Off a Cliff European Bank Losses Dwarf Those in the US Geithner: "You Can't Handle the Truth" Earnings Will Get Even Worse Orlando, Colorado Springs, New York, and Las Vegas It is not just the US that is in recession. The world is slowing...
Thoughts From The Frontline
Filed under: Filed under: China, Japan, Globalization, Europe, GDP, Earnings, Debt, Euro, Russia, Economic Crisis, Forecast, TARP, Obama, Stimulus, World Trade, Tim Geithner, Leading Economic Indicators, Bank Losses, Exports
Welcome back to part 2 of How to Trade in 2009. After discussing some macro economic scenarios in part 1, it’s time to look at how to take advantage of those trends. China is perhaps the best emerging market play for 2009. After dropping 60% in 2008, the market could be in for a significant bounce...
Global Emerging Markets (GEMs)
Filed under: Filed under: China, Brazil, FXI, RSX, EWJ, Russia, Japan, GFI, Petrobas, South Africa, PBR
.........But First, A Word From Our Sponsor.......... New 5-currency Index CD from EverBank®. Apply today. The new Debt-Free Index CD is comprised of equal parts Singapore dollar, Japanese yen, Swiss franc, Australian dollar and Brazilian real. Why these currencies? All 5 economies have a strong...
Introduction I probably get as many questions about gold as I do any subject. The fascination with the yellow metal permeates all levels of investors, and opinions can be quite strong. But few are more informed than those of good friend and trader extraordinaire, Greg Weldon. Greg has written a new book...
John Mauldin's Outside the Box
Filed under: Filed under: China, Credit, Japan, Greg Weldon, Yield Curve, John Mauldin, U.S. Dollar, Investing Strategies, Russia, Global Economy, Macro-Markets, Gold