Chinese FX outflows, often underreported…
The World Bank forecasts slower…
UK manufacturing has slipped back…
The old saying goes that just because you're paranoid doesn't mean everyone else isn't in on it. It's starting to feel that may be true in the bond market. For…
I just want to pass on some data forwarded to me from my extensive band of Chilean readers in response to my recent piece, “Chile is Looking Hot” (click here…
A major Norwegian pension fund has named oil producer BP its worst performing stock, with the fallout from the Gulf of Mexico spill crisis losing $1.7 billion for the fund.…
No, they are not donning a Stetson, cowboy boots, and a six gun to fight Indians in the Wild West, where I live. Their never ending reach for yield is…
I have always considered the US military to have one of the world’s greatest research organizations. The frustrating thing is that their “clients” only consist of the President and a…
With China’s (FXI) economy rocketing at 8%-13% quarterly growth rates, and Japan (EWJ) plodding away with meager 1%-2% rates, it was only a matter of time before the Middle Kingdom…
In July, I wrote an article titled ‘Is The Recovery An Illusion?’ With the additional evidence that has come in since there really is no doubt about it. Economic recovery…
The markets are currently stampeding for yield of any description, damn the risk. That’s why shipping stocks have suddenly come into focus, which offer some of the highest dividend yields…
Since I am a permabull on energy of all types, I am constantly trolling the markets for cheap energy plays, and ConocoPhillips (COP) popped up on my radar. The large…
If you are looking for another emerging market to add to your list of things to buy on dips, then take a look at Indonesia (IDX). The world’s largest Muslim…
Just finished a read of the fresh new "Minutes of the Meeting of the Treasury Borrowing Advisory Committee". The TBAC is a "meeting of the minds" amongst top U.S. officials…
Want to invest in an extremely well managed country with almost no debt, budget surpluses, an appreciating currency, and the price for its dominant export commodity going through the roof?…
I have always been an unfashionable person. I was still wearing my bell bottoms and mutton chop sideburns well into the eighties, and even today people laugh at my yellow…
Louise Yamada, one of the most widely followed technical analysts in the market, says the 29 year bull market in Treasury bonds is coming to a close. Looking at the…
Often while searching for a piece of data through Google, I stumble across something else, which is far more interesting. That is how I found the table below of international…
The July 26-August 1, 2010 print edition of Business Week magazine put out a brilliant piece entitled “Amber Waves of Pain” detailing how retail investors are getting fleeced when playing…
They are supposed to help states and cities that are short of cash build roads, schools and bridges. But Build America Bonds, part of President Obama’s economic stimulus plan, are…
While the United States and Europe fret over huge deficits and threats to a so-called recovery, this region has a surprise in store. Latin America, beset in the past…
A quick look at the world's top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh came in tops with a…
Global currency traders remain puzzled by the continuing strength of the yen (FXY), (YCS), which broke out of a ¥90-¥95 range a few weeks ago and insists on levitating around…