Yesterday's post about diversity in emerging market selection prompted a reader to ask what my favorite ETFs are for the three countries mentioned (Brazil, China and Hungary).Unfortunately I am going...
There was an article in the FT this morning by Tim Brown from a firm called Jewson & Associates about emerging market GDP growth versus emerging market stock market appreciation.Toward the end...
Hurricanes are rolling thru the Atlantic and Gulf like so many errant bowling balls. Energy prices attempted some stabilization today as demand destruction takes precedence over storms for now.
Ospraie Management is closing its largest hedge fund after it has been down 38.6 percent this year as a result of bad bets on commodity stocks (see Bloomberg article, CNBC article). The fund got...
It turns out that as a result of surging oil profits and decreased violence in Iraq, the $2.7 billion of 5.8 percent Iraq bonds due in 2028 gained 45 percent since August 2007 (see Bloomberg...
The recent hullabaloo in Russia is a classic example of the caution investors need to exercise when thinking about exchange traded funds (ETFs) in both frontier and emerging markets. While many...
On August 20th I put up a post about Vietnam being in the middle of a stealth rally. Since then the stealthness has continued and, best as I can tell, it seems still that no one cares.Why bring this...
I'll keep this short but not so sweet. The light volume we are seeing on the market is a function of two things. First is the topic all media is talking about - the end of summer and final...
Money Magazine has an undercover financial planner. They call him the "Mole." And the Mole dispenses generic investment advice through popular publications and well-traveled web sites...
If you ever bought a second Jimmy Buffet disc (we've got four) you might recognize the title of this post.Key market bottoms are often very quiet, or at least happen without too much attention paid...
