Daily Interest Rate Monitor – April 10
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View ArticleMasters Week: Place Your Bets
Here’s our picks. $100 on each player:Woods, Rose, Westwood, Donald, and Colsaerts19th Hole FodderFamed golf course architect and Augusta designer Alister MacKenzie died before the grass had been...
View ArticleJapan ETFs Battle For Inflows: EWJ vs. DXJ
Interest in foreign equity ETFs has been on the rise as more and more investors have come around to embrace the ease-of-use and cost-efficiency benefits offered through the exchange-traded product...
View ArticleDollar Heavy, Poised for More Losses
The US dollar continues to trade with a heavier bias, though largely within recent ranges against the major currencies and emerging market currencies. Among the majors, to note is that sterling and...
View ArticleIt's War Between Bitcoin's True Believers And Speculators
After spending all weekend absorbed in obscure forum postings about cryptography and digital signatures, and feeling a bit like the Javier Bardem character from the latest Bond film, I bought some...
View ArticleHow Global Is Your Global ETF?
The opening up of international funds through ETFs and other investing tools has allowed for investors to build portfolios entirely out of funds from countries they may have never physically been to....
View ArticleDisplaced JGB Investors
(written with my Tokyo-based colleague Masashi Murata)What the Bank of Japan is doing is not unprecedented. Rather it is the pace of its asset purchases that is striking. It will do in two years what...
View ArticleThis Stock Market Rally Looks Very Familiar
Previously, I’ve shown that the current bull market in the S&P 500 since 2009 through 2013 so far has tracked a virtually identical course as the prior one from 2003-2007. Indeed, they both fit on...
View Article7 Articles ETF Investors Must Read: 4/11
After several back-and-forth sessions last week, bullish momentum finally reemerged on Wall Street, boosted by encouraging economic data from China and Europe. Meanwhile, investors digested the latest...
View ArticleWhat has Changed in the Emerigng Markets?
(from my colleague Ilan Solot ) 1) The Bank of Korea is becoming more independent 2) We expect the Brazilian Central Bank to start hiking by 25 bp in May 3) Israel intervened to weaken the shekel for...
View ArticleA colossal (and temporary) buying opportunity
April 11, 2013 London, England[Editor's note: Tim Price, Director of Investment at PFP Wealth Management and frequent Sovereign Man contributor is filling in while Simon is viewing agricultural...
View ArticleDaily Interest Rate Monitor – April 11
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View ArticleDaily ETF Roundup: Stocks Log In Fresh Closing Highs
Bullish momentum continued on Wall Street today, with the S&P 500 closing near the 1600 level and the Dow Jones Industrial Average inching towards 15,000. Boosting equities was an encouraging labor...
View ArticlePeak Oil Demand is Already a Huge Problem
We in the United States, the Euro-zone, and Japan are already past peak oil demand. Oil demand has to do with how much oil we can afford. Many of the developed nations are not able to outbid the...
View ArticleMasters Week: El Niño!
Wow, 32 players shoot under par. Spain’s IBEX rallied in anticipation of Sergio’s 66 today. Efficient markets, no? Should have bet on the Baby Bull!Hmmmm… El Niño is to Baby Bull as Liquidity...
View ArticleThe US Looks More Like Tax Haven Than Tax Hell
Eurozone countries are falling like dominos.But bailouts—funded by taxpayers in other countries—keep banks from collapsing, governments from defaulting, and investors from incurring well-deserved...
View ArticleFriday’s ETF Chart To Watch: SPDR S&P Retail ETF (XRT)
The bull herd continued its stampede across Wall Street yesterday as upbeat economic data kept the bears from resurfacing. Domestic equity benchmarks extended gains into uncharted territory after...
View ArticleBlind Faith In The Fed Is Not Enough
The move of the S&P 500 into new all-time highs is based on neither the economy, nor earnings, nor value, but almost completely on the blind faith that the Fed can single-handedly flood the market...
View ArticleGOLDMAN: The Japanese Stock Market Will Surge Another 20%
In further evidence of growing exuberance over prospects for Japanese stocks, U.S. investment bank Goldman Sachs late Thursday upgraded its 12-month target for both Japanese benchmarks - the Nikkei and...
View ArticleAdjustment Ahead of the Weekend, Yen Bounces
Corrective forces are taking hold in the foreign exchange market. It appears to have begun with Tokyo's reluctance to push the dollar through JPY100; frustrating the yen bears and spurring some...
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