Inflation has been the story…
The International Monetary Fund's prediction…
One of the top themes for 2010 in economics, politics, and diplomacy was the damage being done to the U.S. economy by an undervalued Chinese yuan. As the yuan began…
Randall W. Forsyth points to two recent developments as part of a broader change in the global monetary system: The new world monetary order continued to evolve with two…
Conventional wisdom is that the Fed wants the U.S. dollar lower, so it must drop. But the dollar seems to be lacking proper obedience to the Fed's grand commands. Before…
If you want to delve into the case against the future of US Treasury bonds in all its glory, take a look at the November/December issue of Foreign Affairs, the…
Any doubts that it is a huge screaming buy should have been dispelled when news came out that China had displaced Germany as the world’s largest exporter. The Middle Kingdom…
Now that we have figured out that Vietnam is a great place to invest, take a look at the Van Eck Groups Vietnam Index Fund (VNM). The venture will invest…
When do two diametrically opposed economists, one from the left and one from the right, agree? Answer: When the subject of the euro comes up. So it is that Paul…
Equity mutual funds that incorporate environmental, social and governance (ESG) analysis are outperforming their more traditional peers, according to analysis by Trucost and RLP Capital. Seven out of eight responsibly-managed…
After the Dow’s impressive 250 point blast off to the upside yesterday, my phone started ringing off the hook. Fundamental and technical analysts around the world were screaming at me…
Any doubts that China’s Yuan is a huge screaming buy should have been dispelled when news came out that it had displaced Germany as the world’s largest exporter. The Middle…
Big jumps in yields on U.S. Treasury bonds over the past week. Check out the one-year Treasury. Yields are up 30% since November 8. To their highest level since early…
Jeremy Grantham, of the esteemed Boston money management firm, GMO, LLC, is not a person who suffers fools gladly (click here for their site). I learned this the hard way,…
The call that a turn in the dollar was imminent by Brown Brothers Harriman’s Mark Chandler is looking more prescient by the day. September and October was all about pricing…
It's not going to be another Lehman. A failure of a bank or major corporation won't cut it anymore. Governments globally have shown they're willing to step in and bail…
Ben Bernanke’s unprecedented announcement that he is buying $600 billion in medium dated Treasury securities is tantamount to the government ordering you to pour all of your money into emerging…
It's official. The Bank of Japan today announced specifics for direct purchasing of Japanese exchange traded funds (ETFs) and real estate trusts (J-REITs). As part of a 35 trillion yen…
The U.S. bond market is murky these days. Yields have been plummeting. But some of the action is almost certainly due to the Federal Reserve once again buying Treasuries. Since…
Answer: both were quoted in the keynote speech last week by U.S. Commodity Futures Trading Commission (CFTC) commissioner Scott O'Malia, at the 13th Annual Energy and Commodities Conference in Houston.…
Who said quantitative easing wouldn’t work? The only problem is that you have to speak Bahasa, eat nasi goreng, and live South of the equator, to take full advantage of…
The US obsession with the Chinese exchange rate is a classic example of blaming foreigners for domestic woes. And we’ve been here before. In the 1980s, the US government –…