The majority of investors who failed to realize good returns this year were the perma-bear types who spent another year “on guard.” Read More
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We’ve entered that part of the calendar when Asian markets perform best—specifically, the November-to-January stretch. Read More
North Korea finally went ahead with its nuclear test, reminding the world there remains a problem that must be addressed (hopefully through clear-headed negotiating strategies). Read More
Shinzo Abe was elected Prime Minister of Japan on September 26...The new administration has begun to reveal its goals, and it’s time to take a closer look at developments in Japan. Read More
New readers, please note that this is a long-only portfolio. I imposed this restriction in order to fairly compare performance against benchmarks, and all major market indexes are also long-only. Read More
It’s been a little more than four months since my last visit to this fine city, and my long-held view that London is a stimulating international investment environment is being reinforced this week. Read More
Maybe this is the time. The reference is, of course, to the global selling in equities that commenced at the end of last week and continues today. Read More
There's been a lot of talk regarding global economic imbalances (e.g., current account deficits, extreme debt levels) and other potentially harmful problems the world faces and must resolve. Read More
On February 24, the Fed released the results of the Survey of Consumer Finances, a study the Fed conducts every three years of “the balance sheet, pension, income, and other demographic characteristics of U.S. families.” Read More
The premise of this advisory is economic change. The idea here is that the world is moving to a more multipolar system... Read More