Recent economic catalysts could convince…
Inflation has been the story…
The traditional Swiss finishing school taught young women etiquette and social graces, but international bank regulators are talking about something much tougher when they refer to a “Swiss finish” for…
I managed to catch an interesting interview on TV the other day with Tom Albanese of Rio Tinto (RTP), the planet’s second largest producer of iron ore. It is one…
OK, let’s say that if you don’t own bonds, but someone is holding a gun to your head, dangling you by your ankles outside a window on a high floor,…
Overnight, the Bank of Japan announced unprecedented monetary policy. The Japanese are going "all-in" on economic stimulus. Since the financial crisis, "monetary easing" has been a buzzword globally. For many…
I have long sat beside the table of Mckinsey & Co., the best management consulting company in Asia, hoping to catch some crumbs of wisdom. So, I jumped at the…
I managed to catch a few comments on TV yesterday in the distinct northern accent of Jim O’Neil, the fabled analyst who invented the “BRIC” term, and who has been…
THE ECONOMIST ADDS ELEVEN NEW SPEAKERS TO 2010 BUTTONWOOD GATHERING LINE-UP. Peter Orszag, Neal Wolin, Jeffrey Sachs, Robert Rubin, And Others To Join Discourse On Global Finance And Economy (NEW…
Big news out of Europe today. The European Parliament has endorsed the "EU financial supervision reform package". Basically, this is a series of principles aimed at creating a cohesive regulatory…
What will the Republicans winning in November mean for your portfolio? This is an easy call to make. Expect a dramatic roll back of the leftward policies the country has…
I am constantly asked where to find safe places to park cash by investors understandably unhappy with the risk/reward currently offered by the markets. Any reach for yield now carries…
There's certainly been no shortage of news to analyze lately. One of the biggest items being the Federal Reserve's announcement that the agency will restart its buying of U.S. Treasury…
Nobody knows the future, so the best we can do is strive for an open mind and flexibility in our thinking and responses. In 1904, the "fact-based" consensus was that…
Barton Biggs, founder of mega hedge fund Traxis Partners, spent an hour outlining his current investment strategy with me. Barton is a man of strong opinions, backed with intensive research,…
China's "nuclear option"--selling its vast stash of U.S. Treasuries to wreak havoc on the U.S. economy and interest rates--has been downgraded by the flood of U.S. investors who have exited…
The great thing about the Internet is that sometimes it gives you back more than you put into it. In response to my piece on South Africa (EZW) a few…
OK, maybe it hasn't really crashed yet. But the two day, 3 ½ point sell off in the futures for the 30 year Treasury bond (TBT), at the end of…
A high frequency trading firm based in Chicago is being investigated by the CME Group because back in February, it turned on an algo that in just 5 seconds, caused…
It looks like the smart money these days is found in China. While American investors have been scrambling over each other to buy more Treasury bonds at historically low yields,…
After speaking to a gaggle of economists, portfolio managers, and traders the last few days, I’ve had one of those “Eureka” moments, as the markets have shown their hands. Those…
We’re already eight years into what is probably a 20 year secular bull market for commodities. You can start with the traditional base commodities I just want to take a…