USD Outlook Hinges On Fed Policy, Euro Relief Rally Losing Steam
Market sentiment appears to be firming up ahead of the FOMC interest rate decision amid speculation that the central bank will take additional steps to strengthen the economic recovery, but the policy...
View ArticleGreat Graphic: Still Feels Like Recession
This Great Graphic comes from Pew Research Center in a post by Rakesh Kochhar. It raises an issue that seems to have been lost as policy makers and investors focus on the financial part, the...
View ArticleReplacements For Disappearing ETFs
No one can argue just how far the ETF industry has come since the debut of the first ever exchange-traded fund in 1993. The investment landscape now boasts a lineup of nearly 1,500 offerings, allowing...
View ArticleVC Inspired Reflections on QE3
As you know if you’ve been with us for a while, we believe there are multiple conceptual overlaps between trading, poker and investing – particularly venture capital investing. In all cases risk...
View ArticleGreat Graphic: $2 Million a Day into Solar Energy
My brilliant webmaster just found this great graphic on the boom in residential solar energy. According to Green Tech Media investors are putting over $2 million dollars a day into residential solar...
View ArticleChinese real estate prices expectation on the rise, says Credit Suisse
Credit Suisse has this Chinese Whispers Indices, which is derived pretty much like PMI (as a diffusion index). They surveyed people across the country in 61 cities and ask them about the sentiment,...
View ArticleGMI Ratings Governance Issue | Caterpillar Inc.
When China announced a plan this month to spend $157 billion on infrastructure, Richard Lavin, who oversees Caterpillar’s China operation, told a Reuters reporter at a conference in Russia that his...
View ArticleChromaDex: The Opportunity To Get In On The Ground Floor Of A Potential...
In my first post on Chromadex (CDXC), I laid out the enormous opportunity and potential challenges the company faces. Today, I want to take but a moment to delve a bit more into the story. I promise,...
View ArticleROUBINI: The Global Economy Will Soon Crash Into A Brick Wall
PARIS – Financial markets have rallied since July on the hope that the global economic and geopolitical outlook will not worsen, or, if it does, that central banks stand ready to backstop economies...
View ArticleAnother UK CEO Falls Victim to Say on Pay?
By Paul Hodgson – Chief Research Analyst Darty plc’s CEO, Thierry Falque-Pierrotin, will leave by “mutual consent” in December 2012. The press release announcing this makes no mention of the fact that...
View ArticleSomebody send this guy a fruit basket!
September 13, 2012 Johannesburg, South Africa The recent troubles in South Africa’s mining sector are unquestionably tragic. People have been shot. Others, jailed. Thousands of people are out of work....
View ArticleIs Romney a Habitual Liar? Or Is He Instead Something Even More Dangerous:...
At his press conference, Romney accused Obama of “having that embassy reiterate a statement effectively apologizing for the right of free speech.” Romney claimed that the embassy had said, in his...
View ArticleNew Research on Gender Diversity in the Boardroom
Kimberly Gladman, Ph.D., CFA, Director of Research The recent Credit Suisse report about women on boards (Gender diversity and corporate performance, August 2012) takes the discussion of gender and...
View ArticleUS Dollar Trades in a Tight Range in Anticipation of QE3
The dollar remained in pretty tight ranges yesterday as currency traders wait to see what Ben Bernanke and the rest of the FOMC will come up with. The markets are counting on a big stimulus project to...
View ArticleWe have QE III
The FOMC announces QE III !* To support a stronger economic recovery and to help ensure that inflation, over time, is at the rate most consistent with its dual mandate, the Committee agreed today to...
View ArticleFOMC extends zero rate guidance and buys mortgage backed securities
The Federal Reserve’s Federal Open Market Committee (FOMC) decides to extend zero rate guidance through to mid-2015, and to purchase US$40 billion of mortgage backed securities per month. The...
View ArticleThe Symbol of the Trader
“The symbol of all relationships among such men, the moral symbol of respect for human beings, is the trader. We, who live by values, not by loot are traders, both in manner and spirit. A trader is a...
View ArticleThe Power of Pork
Bacon. That’s been the secret to everything all along. If only we’d known! We would have told you sooner. More on the power of bacon shortly. Today’s Daily Reckoning reveals a simple answer to a...
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DEUTSCHE BANK: BRICs Are An Investment Disaster
Brazil, Russia, India and China – together termed BRICs have been an investment disaster and were a marketing-led concept, according to John-Paul Smith, emerging markets equity strategist at Deutsche...
View ArticleUranium Fundamentals Are at a Tipping Point: Alka Singh
The Energy Report: Alka, how robust is the global supply of uranium fuel? Alka Singh: There are 433 currently operating nuclear power reactors around the world. Annually, they consume 177 million...
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