Low expectations for the global economy accommodative government policies in China make for opportunity as we prepare for the last half of 2010. Read More

Premier Wen Jiabao suggests China’s policymakers have the economy well in hand, while Europe is starting to look good, too. Read More

Although most Western banks have stagnated in the wake of the credit crisis, banks in developing markets are well capitalized and eager to take advantage in the wake of the financial crisis. Read More

China isn't going to dump its Treasury holdings, now or anytime soon. The Middle Kingdom's health is tied to the well-being of the US. Read More

The world’s developed economies are staring down an enemy identified here long ago. We’ve also identified the best ways for investors to protect their portfolios from this outcome. Read More

The move generated a bevy of headlines, but the renminbi’s revaluation is essentially a side-show. But it’s not in US politicians’ interest to tell the truth about long-term global economic trends. Read More

The biggest fear investors have regarding the direction of the market, is the potential of a double-dip style recession in the US and the global economy. This is a fashionable view to hold these days, and can also be supported by parts of the economic data. Read More

In the Global ETF Profits  advisory that I co-edit with Benjamin Shepherd, we have exposure to the sector through the best available ETF. Here are Ben’s macro thoughts on nuclear power, as well as a recommendation. Read More