Chinese Market Volatility Is A Good Sign It's Time To Buy
China’s stock market was a roller coaster in 2012, and those investors with a weak stomach for unpredictability probably found the ride unpleasant. It’s true that by many measures last year’s weak...
View Article80% Of The French Think Their Country Is Bankrupt
NOTE: This post originally appeared on TheAutomaticEarth.com on January 30, 2013.US GDP came out today and it was a stinker: -0.1%. Enter a choir of 10,000 pundits who all figured out that all that bad...
View ArticleBlackRock Now Owns A Piece Of Manchester United (MANU)
LONDON (Reuters) - Asset manager BlackRock <BLK.N> has built a stake of more than 8 percent in the listed shares of British soccer club Manchester United <MANU.N>.The U.S. company owns 8.21...
View ArticleThe Eurozone's Biggest Bank Posts A Stunning $26 Billion Write-Down
Spanish bank Santander, the biggest in the eurozone by market value, said its net profit plunged in 2012 as it wrote off nearly 19 billion euros ($26 billion) on bad loans and property assets in...
View ArticleQuiet into Month End
A fragile calm hangs over the foreign exchange market. as the month winds down. There have been some sizable moves in the underlying asset markets, month-end portfolio and hedge adjustments seem...
View ArticleThe Senkaku Islands Dispute Is Forcing Japan To Rethink How It Trades With...
The escalating dispute between China and Japan over an archipelago of rocky islets known as Diaoyu in China and Senkaku in Japan has curbed Japanese exports into China, forcing Tokyo to fast-track...
View ArticleThere's No Way To Untangle Chesapeake And Its Departing CEO
Aubrey McClendon will no longer be running Chesapeake Energy Corpcome April 1. But he is likely to remain deeply entangled with the company he founded 24 years ago.America's second-largest natural-gas...
View Article3 Economic Charts Bears Love To Ignore
Since President Obama’s re-election the prevailing market sentiment on Wall Street has seemingly shifted from one of uncertainty to undeniable euphoria. With fiscal cliff drama off the table and...
View ArticleGreat Graphic: 2-Year Rate Differential and Euro
We constructed this Great Graphic on Bloomberg. It shows the collapse of the premium the US offered over Germany on two-year government obligations. It also shows how shifting interest rates weighed...
View ArticleDeutsche Bank Reported An Unexpected $3 Billion Loss
FRANKFURT, Germany (AP) — Reducing the value of assets and lawsuit expenses pushed Deutsche Bank into a big and unexpected fourth quarter loss of €2.15 billion ($2.91 billion).The net loss for the...
View ArticleChinese Brokerage Firms Are Evolving Into Shadow Banks
The Sinocism newsletter is compiled by Bill Bishop, and republished here with permission. Be Informed About China. The Sinocism China Newsletter. Free.Just links today:THE ESSENTIAL EIGHTChina’s...
View ArticleResponsible Investment at $13.6 Trillion; Over 20% of Developed-World AUM
By Kimberly Gladman, CFA, Ph.D., Director of Research and Risk AnalyticsThis week is an exciting one in the field of responsible investment: it marks the launch of the Global Sustainable Investment...
View ArticleEnergy ETFs: Watch Your Big Oil Weight
In the wide world of commodity investing, there is perhaps no corner of the market more popular than energy equities, as this volatile yet often rewarding sector has become a staple in many investors’...
View ArticleConstructive Paranoia
“Consider: If you’re a New Guinean living in the forest, and if you adopt the bad habit of sleeping under dead trees whose odds of falling on you that particular night are only 1 in 1,000, you’ll be...
View ArticleThe Next 6 Months Are Usually The Best For Energy Stocks
During the current commodity supercycle, there have been occasions—too many to count—when investor psyche has been damaged by reports about slowing U.S. growth, a hard landing in China or a debt crisis...
View ArticleMARC FABER: I Love This Market Because The Higher It Goes, The Bigger The Crash
The price of gold held onto most of yesterday's $15 jump at $1676 per ounce Thursday morning in London, ticking back as Asian and European stock markets fell after Wednesday's surprise drop in US...
View ArticleYou’ll be surprised at the most exciting places to be right now
January 31, 2013 Lima, PeruIt’s been a couple of years since I’ve been to Lima, and I’m amazed at the growth that has taken place in that time.The level of disposable income has risen dramatically as...
View ArticleThe Last 3 Crazy Jobless Claims Reports Demonstrate Why We Need To Look At...
This post is excerpted from the permanent Employment Charts page, which includes numerous additional charts and analysis on key employment metrics. The Labor Department reported that the seasonally...
View Article7 Articles ETF Investors Must Read
Bullish sentiment continues to dominate on Wall Street as upbeat corporate earnings are keeping confidence levels elevated. Major equity indexes have enjoyed a very green start to the new year amid the...
View Article7 Articles ETF Investors Must Read: 2/1
Bullish sentiment continues to dominate on Wall Street as upbeat corporate earnings are keeping confidence levels elevated. Major equity indexes have enjoyed a very green start to the new year amid the...
View Article