Macroeconomics
Oct 7th, 2010 |
By Chris Mayer |
Category: Featured, International, Investing Strategies, Macroeconomics
I’ve spent the last two weeks in Brazil on a four-city tour — in Campo Grande, Sao Paulo, Florianopolis and finally Rio de Janeiro. What can I say about the experience so far?
I can say the caipirinha — Brazil’s national drink — is a potent cocktail. Brazilian meats are very ...
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Tags: Brazil, BRIC, Penny stocks
Posted in Featured, International, Investing Strategies, Macroeconomics |
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Sep 27th, 2010 |
By Chris Mayer |
Category: Featured, International, Investing Strategies, Macroeconomics
I’m in Brazil with a group of readers. At least one has figured out what he thinks is the best investment idea of the trip so far.
In our meetings, we met an economist who got everyone’s attention when he started talking about Brazilian financial products and how he’s averaged 25% ...
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Tags: agriculture, Brazil, Commodities
Posted in Featured, International, Investing Strategies, Macroeconomics |
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Sep 20th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies, Macroeconomics
Sherlock Holmes sometimes solved great problems just by lolling around in his smoking jacket and puffing at his pipe for hours. In “The Man With the Twisted Lip,” Holmes solves the case with ease without leaving his flat.
An incredulous Mr. Bradstreet asks, “I wish I knew how you reach your ...
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Tags: bond bubble, bond yield, Bonds
Posted in Featured, Investing Strategies, Macroeconomics |
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Sep 14th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies, Macroeconomics
Earlier this week, I hopped on a train to NYC to check out Gabelli’s 16th Annual Aircraft Supplier Conference. I find these conferences are a great way to learn a lot about the leading companies in an industry in a short amount of time. Among the 14 companies presenting were ...
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Tags: China, Penny stocks, pink sheets stocks
Posted in Featured, Investing Strategies, Macroeconomics |
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Sep 13th, 2010 |
By Dan Amoss |
Category: Featured, Investing Strategies, Macroeconomics
As Europe returns from its summer vacations, we’ll have a better idea whether EU-branded duct tape and bailing wire will hold together the European banking system. Right now, that could mean big gains for investors who are willing to bet against Greece’s so-called recovery…
As I write, Greece is paralyzed by ...
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Tags: greek bond crisis, greek debt
Posted in Featured, Investing Strategies, Macroeconomics |
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Sep 8th, 2010 |
By Dan Amoss |
Category: Featured, Investing Strategies, Macroeconomics
The market rallied last week, the result of a “better than expected” monthly jobs report. But things are not quite what they appear to be – in reality, the jobs outlook is somewhat bleaker. Here’s my outlook on the market’s prospects for 2010 – along with what you can do ...
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Tags: earnings season, jobs report
Posted in Featured, Investing Strategies, Macroeconomics |
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Sep 7th, 2010 |
By Chris Mayer |
Category: Featured, Forex, Investing Strategies, Macroeconomics
We got three pieces of seemingly unrelated news last week. But they all underscore just how connected the world's markets have become. These trends will figure prominently in your investing scorecard for years to come.
Incidentally, all three point to the same conclusion I’ve been hammering home with my Capital & ...
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Tags: China, invest in China
Posted in Featured, Forex, Investing Strategies, Macroeconomics |
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Sep 1st, 2010 |
By Dan Amoss |
Category: Featured, Investing Strategies, Macroeconomics
With all of the focus on shifting investments from riskier assets – like stocks – to safer ones, resource companies have enjoyed increased attention and investment. That should come as little surprise right now: investors who are forced to keep their cash in the market are focusing on stocks that ...
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Tags: Natural Gas, natural gas investing, short
Posted in Featured, Investing Strategies, Macroeconomics |
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Aug 25th, 2010 |
By Chris Mayer |
Category: Featured, Investing Strategies, Macroeconomics
Anthony Bolton is making a big bet on investing in China.
You may never have heard the name before, but Bolton was one of the U.K.’s investing wizards. For 28 years, he racked up returns of 19.5% annualized. Since he had a long and superb track record and managed money for ...
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Tags: China, Chinese stocks, consumer stocks
Posted in Featured, Investing Strategies, Macroeconomics |
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Aug 19th, 2010 |
By Dan Amoss |
Category: Featured, Investing Strategies, Macroeconomics
They just don’t make earnings like they used to. In many industries, the quality of earnings has deteriorated in recent quarters.
Banks are among the worst offenders. On the downside of the biggest credit cycle in history, many banks are slowing the pace at which they’re provisioning for credit losses. Some ...
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Tags: earnings, earnings season, market crash
Posted in Featured, Investing Strategies, Macroeconomics |
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