The economic cycles have turned negative on this attractive investment sector. Despite this sector... Read More
The economic cycles have turned negative on this attractive investment sector. Despite this sector having at one time been up by more than 16% this year, the signals are flashing that it is time to... Read More
As a former economist, I’ve always loved following the macro themes when looking for... Read More
As a former economist, I’ve always loved following the macro themes when looking for breakaway good buys in the stock market. Find the big picture forces like rates, currency impact and trade... Read More
Emerging markets were a brutal place to invest in 2014 and 2015. #-ad_banner-#While the S&P 500... Read More
Emerging markets were a brutal place to invest in 2014 and 2015. #-ad_banner-#While the S&P 500 gained more than 12% in that time, iShares Emerging Markets (NYSE: EEM) fell into a bear market,... Read More
Normally when investors think of stocks trading on the over-the-counter exchange, it’s only... Read More
Normally when investors think of stocks trading on the over-the-counter exchange, it’s only after reading the headline on some penny stock scam. Most OTC-traded companies are thinly-traded and... Read More
In a bit of a surprise move, our northerly neighbor, Canada, has joined the Asian Infrastructure... Read More
In a bit of a surprise move, our northerly neighbor, Canada, has joined the Asian Infrastructure Investment Bank (AIIB). The AIIB has garnered a bit of controversy, with naysayers arguing that the... Read More
My wife and I are planning to visit Europe soon. Deciding exactly where to go is proving difficult:... Read More
My wife and I are planning to visit Europe soon. Deciding exactly where to go is proving difficult: historic German castles and biergartens, quaint Irish country inns, moonlit Italian dining…... Read More
Emerging markets have had a tough few years. Slowing growth in China after the global financial... Read More
Emerging markets have had a tough few years. Slowing growth in China after the global financial crisis has meant reduced commodity demand and weaker investor sentiment for the group. Then the plunge... Read More
I recently announced a major shift in my premium newsletter, High-Yield Investing. To put it... Read More
I recently announced a major shift in my premium newsletter, High-Yield Investing. To put it simply, I’m going global. Now, a decent number of the current holdings in my premium newsletter,... Read More
Longtime readers know I’ve been bearish on China for a while now. Last summer, I warned that... Read More
Longtime readers know I’ve been bearish on China for a while now. Last summer, I warned that China’s currency was poised for a sharp devaluation. In February, I warned that the economic... Read More