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Why the World Needs the US Economy to Struggle
by John Mauldin of Mauldin Economics, 1/4/15
In this weeks letter, my associate Worth Wray explores what a rising dollar means for emerging markets and what central banks are likely to do in response. Can they smooth the ride, or will it be the worlds scariest roller coaster? This letter will print long because of the number of fabulous charts Worth provides. I might make a brief comment or two at the end. Heres Worth.

Where Will All the Workers Go?
by Nouriel Roubini of Project Syndicate, 1/2/15
In the years ahead, technological improvements in robotics and automation will boost productivity and efficiency, implying significant economic gains for companies. Yet, unless the proper policies to nurture job growth are put in place, it remains uncertain whether demand for labor will continue to grow as technology marches forward.

Structural Reforms in Asia
by Sharat Shroff of Matthews Asia, 12/31/14
The global investment community continues to deliberate about the impact of quantitative easing stemming from Europe, and more recently from Japan, as a means to revive domestic demand. Meanwhile, several Asian economies are embarking on a different kind of stimulus, aimed at boosting long-term productivity and investment spending, through structural changes to the underlying economies.

The 10 Most-Read Articles of 2014
by Various, 12/30/14
As is our custom, we conclude the year by reflecting on the 10 most-read articles over the past 12 months.

Unsettling Interplay of Leading Indicators
by Alexander Giryavets of Dynamika Capital L.L.C., 12/29/14
We review in details where we stand in terms of the US and World leading indicators and point to some of the unsettling recent developments which should be watched carefully over the coming months.

Adam Smith or Jerry Goodman
by Jeffrey Saut of Raymond James, 12/29/14
I met Jerry Goodman, whose nom de plume was Adam Smith, late in my career. He was working at my friend Craig Drills money management firm along with another icon in this business, from an era gone by, namely Al Wojnilower. I have had many conversations with all three of these Wall Street legends around the conference table at Drill Capital Management. Jerry wrote The Money Game (1968), Powers of Mind (1975), Paper Money (1981), and The Roaring 80s (1988), but unfortunately we lost his wisdom on January 3rd of this year .

Epic Price Reversal for Commodities in 2014
by Frank Holmes of U.S. Global Investors, 12/27/14
If you want to know what happened in 2014 with regard to gold and oil, it?s important to appreciate the inverse relationship between the U.S. dollar and commodities.

Early Look: Who is the Author?
by Keith McCullough of Hedgeye Risk Management, 12/24/14
While I can try to explain why the SP500 can drop 103 points in a straight line (in 7 days), then ramp 106 points in 4 days, I dont think thats where I add value. There are legions of pundits on the #OldWall that use 1-factor moving averages than can help you with that.

Growth Headwinds Continue to Blow Through Asia in 2015
by Adam Bowe, Tomoya Masanao, Robert Mead of PIMCO, 12/23/14
This commentary discusses the conclusions from PIMCOs quarterly Cyclical Forum in December 2014 and how they influence our Asian outlook and investment strategy.

The Second Wind of Abenomics?
by Sachin Gupta, Tomoya Masanao of PIMCO, 12/21/14
Mr. Abe now has up to four more years in power. While investors are likely to be patient in the near term, unless Abenomics gains a second wind the way a tired athlete finds the will to pick up the pace and finish strong there is a risk that this post-election market euphoria could be short-lived. The time for him to act is now.

The $330 Billion Global Tax Break
by Frank Holmes of U.S. Global Investors, 12/20/14
According to an article by Jon Markman titled The Saudi Stimulus, the global economy is looking to save hundreds of billions of dollars on an annual basis: "According to EIA data, consumption of crude oil during the latest 12 months was 6.9 billion barrels. So the price drop from $107/barrel at the June 2014 high to $59 today represents a total presumptive savings of $332 billion per year." In a time when China, the European Union and other major markets are trying to jumpstart their economies, a $330 billion tax break can only come as good news. It should help in stimu

Outlook for the Global Credit Markets in 2015
by Mark Kiesel of PIMCO, 12/19/14
The combination of fundamentals, technicals, valuations and global central bank policies drives our overall constructive outlook for global credit in 2015. Economic growth dynamics, including an improving outlook in the U.S., along with likely changes in global central bank policies, continued energy price volatility and the potential for more shareholder-friendly actions by companies inform our credit views and strategies.

A Tale of Two Markets
by Scott Minerd of Guggenheim Investments, 12/18/14
A solid run of domestic data has set the United States apart from a beleaguered world.

Plunging Oil Prices Spark Fears of Global Recession
by Gary Halbert of Halbert Wealth Management, 12/17/14
Today, we touch on several bases. No doubt everyone reading this noticed that stocks tanked last week, and now seem to be moving in lockstep with oil prices. While consumers welcome cheaper gas and heating oil prices, there is a growing fear that the collapse in oil prices may be a harbinger of a global recession.

China Wants to Conduct the World's High-Speed Rail Market
by Frank Holmes of U.S. Global Investors, 12/13/14
The Chinese want to return to the railroad business. This time, however, they strive to become the world?s leading go-to provider of high-speed rail and exporter of mass transit technology.

Weekly Economic Commentary
by Carl Tannenbaum of Northern Trust, 12/13/14
The Fed prepares to take a "considerable" step. We could be in for another round of emerging market volatility.

Asia, Looking to 2015 and Beyond
by Robert Horrocks of Matthews Asia, 12/12/14
Over the next decade, I expect Asias econo-mies to continue to raise living standards and to narrow the income gap between its own citizens and those in the U.S. or Europe.

Oil, Roil, and Turmoil
by Scott Minerd of Guggenheim Investments, 12/12/14
The free fall in oil prices is roiling markets. There are near-term benefits of lower energy prices, but darker clouds are gathering for the global economy.

OPECs Thanksgiving
by Jonathan Waghorn of Guinness Atkinson Asset Management, 12/11/14
The Organization of the Petroleum Exporting Countries (OPEC) meeting ended on 11/27/14, Thanksgiving Day, with the decision to leave their production quota unchanged and no clarity on when a cut might be forthcoming. The lack of any quota cut, combined with little indication that OPEC were particularly focused in the short term on quota compliance, caught the market by surprise. Crude oil prices and energy equities fell sharply.

Whos Really in The Kingdoms Gun Sights?
by Doug Holt of AdvisorShares, 12/10/14
According to the EIA, U.S. crude oil imports averaged about 7.3 million barrels per day last week with Canadian barrels making up 3.2 million barrels of the total. U.S. commercial reserves increased by 1.9 million barrels week over week where total inventories fell 3.7 million barrels versus expectations of a build of 950,000.3 Are we at the beginnings of a rebalancing of the market? Possibly.

Dealing with Divergence
by Russ Koesterich of BlackRock, 12/10/14
From the Age of Recovery to the Age of Divergence, we look forward to 2015 with an overview of the investment world and explore the different themes that will matter in the New Year.

Hungary's PM: Madman or Geopolitical Genius?
by Kaisa Stucke of Confluence Investment Management, 12/9/14
Hungarys Prime Minister Viktor Orban is one of the first European leaders to turn friendly toward Russia, noting that geopolitics are changing and Eastern European countries should redefine their international policies according to these changes. This report explores the differences between the rules of the geopolitical game being played by Hungary, the West and Russia. We will describe the history of Hungarys balancing act between the powers of the East and West and how this history affects its current politics. We will discuss the most likely outcomes and their international si

Designing Balanced DC Menus: Considering Equity Investments
by Stacy Schaus, Ying Gao of PIMCO, 12/9/14
Defined contribution investment lineups typically provide numerous equity choices but still may lack adequate diversification and return potential. Participants may benefit by accessing high-growth markets such as emerging markets and tapping in to dividend-paying stocks. Retirement outcomes could improve further by including portfolios structured using fundamental measures rather than market capitalization.

Germany and France: Looking for Quality in the Eurozone
by Jim Harvey, Dilip Badlani of The Royce Funds, 12/9/14
While concerns over economic growth in Europe have been escalating, Royce International Micro-Cap Fund Portfolio Managers Jim Harvey and Dilip Badlani are finding small-cap opportunities with long-term benefits.

A Long-Term View for China
by Nick Niziolek of Calamos Investments, 12/8/14
When I meet with clients, one of the most frequent questions Im asked is, What do you think about China? With Chinas rate cut this past Friday helping to fuel a global equity rally, we were reminded of how relevant the China question is to the overall health of the global markets and economy. In this post, Ill discuss the lens through which we view China and how we interpret the daily flood of policy-related headlines coming out of the country to determine what is noise and what is actionable.

Macroeconomics Finally Gets Interesting
by John Mauldin of Mauldin Economics, 12/7/14
2015 may be the year that macroeconomics really becomes interesting again, if it hasnt already. After a long period of relatively coordinated central bank policies and remarkably low volatility, the macro scene is becoming more dynamic. Thats great for those who live and die by dramatic long-term shifts in global markets, but it should be terrifying for emerging-market policymakers, currency carry traders, Texas oil men, and, frankly, the average investor. King Volatility is back on his throne.

Dont Let Market Motion Sickness Keep You From Missing the Boat
by Frank Holmes of U.S. Global Investors, 12/6/14
Despite all of the good news, the recent threat of market volatility, which weve seen plenty of in commodities and emerging markets, seems to have pushed close-to-retirement folks away from equity securities. The August and October downturns, not to mention the decline in gold and oil prices, have understandably heightened consumer fears.

Will Two Key Sectors Survive Chinas Long Landing?
by Hayden Briscoe of AllianceBernstein, 12/6/14
Based on insights from our teams recent trip to China, we noted that the country is likely headed for a long economic landing. What does that mean for its infrastructure and commodity sectors?

Chinas Economy Gliding into Long Landing
by Hayden Briscoe of AllianceBernstein, 12/6/14
Chinas economy isnt headed for a hard or soft landinginstead, its more likely to be a long landing. Thats our perspective, based on our teams recent visit to China to get an up-close look at the economic landscape.

China's One-Child Policy
by Andy Rothman of Matthews Asia, 12/6/14
Last November, Chinas Communist Party announced that it would relax its famed one-child policyone of the most draconian examples of government social engineering ever seen. This is a significant political move, as it represents the Partys decision to withdraw from its citizens bedrooms, restoring a key element of personal freedom that should help rebuild peoples trust in the Party. But what some observers may not realize is that the steepest fall in Chinas total fertility rate (the average number of live births per woman) actually came be

Is the Oil Price Slump an Early Holiday Gift for Some Consumers?
by Virginie Maisonneuve, Ji Young Park, Mark Richards of PIMCO, 12/5/14
With 60% of global GDP driven by consumers, the impact that sustained lower oil prices will have on the global economy is an important factor for investors to take into account. The benefits of lower oil prices will not be evenly distributed and it is important to think about countries that stand to benefit more because of higher consumption and/or less economic dependence on oil exports.

A Mix of Central Bank Action and Oil
by Russ Koesterich of BlackRock, 12/5/14
Central bank action and plunging oil prices have been wielding big influence over market movements in recent months. Russ K explains why the impact is likely to continue.

Outlook 2015: Multi-Manager
by Marcus Brookes, Robin McDonald of Schroders Investment Management, 12/5/14
Investors need to prepare for lower returns in the next few years, with a focus on capital preservation appearing prudent in the current environment.

On The Economy, Oil Prices & Obama's Temper Tantrum
by Gary Halbert of Halbert Wealth Management, 12/3/14
Last Tuesday the Commerce Department raised its estimate of 3Q Gross Domestic Product to a 3.9% annual pace from the 3.5% rate reported last month, reflecting upward revisions to business investment and consumer spending and a smaller than previously reported decline in inventories. The pre-report consensus was for a slight cut to 3.3%, so the latest report was much better than expected.

Outlook 2015: Convertible Bonds
by Martin Kuehle of Schroders Investment Management, 12/3/14
The equity market is likely to be the main driver of convertibles in 2015, when diligent research will once again be crucial.

The Tooth-Fairy Economics of Jeff Madrick
by Laurence B. Siegel, 12/2/14
Incentives don't matter, tradeoffs don't exist and there are no limits to what the government can give you. Those who believe this dogma are likely to still have faith in the tooth fairy. In Seven Bad Ideas, a critique of the neoclassical revival in economics that surrounded Milton Friedman and that affected policy and politics worldwide for more than a generation, Jeff Madrick emerges as tooth-fairy economics' chief exponent.

The Return of Currency Wars
by Nouriel Roubini of Project Syndicate, 12/1/14
The recent decision by the Bank of Japan to increase the scope of its quantitative easing is a signal that another round of currency wars may be under way. The cause of the latest currency turmoil is clear: In an environment of public and private deleveraging, monetary policy has become the only available tool to boost demand.

Monetary Tectonics
by John Hathaway of Tocqueville Asset Management, 12/1/14
John Hathaway, manager of the Tocqueville Gold Fund (TGLDX), examines in his latest piece "the very meaningful difference between the dollars relative and absolute strength, and look(s) at the widening fissures beneath the faade of strength fissures that, as yet, appear to have had little impact upon the investment consensus."

Active Investing: Opportunity in Gold
by Tim Gramatovich of AdvisorShares, 11/25/14
As active managers, we embrace both a top down and bottom up investment philosophy as we look for opportunities for investment. One such potential opportunity we are seeing from more of a top down, thematic approach is in gold.

On the Verge of Chaos
by John Mauldin of Mauldin Economics, 11/24/14
In this weeks letter were going to explore some of the ramifications of the currency war that Japan is precipitating. It is more than just Germany, Korea, and China having issues and needing to contemplate their own competitive devaluations. If the yen goes too far too fast, there will be geopolitical repercussions far beyond the obvious first-order connections.

Emerging Markets Equity Commentary: October 2014
by Team of Thomas White International, 11/24/14
Emerging market equity prices turned volatile during October as concerns about weak global growth and the impending close of bond purchases by the U.S. Federal Reserve unnerved investors. Still, some of the large emerging markets in Asia rebounded strongly during the second half of the month.

Global Economic Overview: October 2014
by Team of Thomas White International, 11/24/14
Regional growth trends diverged further during the month of October as data from the U.S. and China were positive, while activity in the Euro-zone remained subdued. The U.S. economy expanded faster than expected during the third quarter, helped by higher government spending.

Solar Energy Powers Record Silver Demand
by Frank Holmes of U.S. Global Investors, 11/22/14
Silver demand in the fabrication of solar panels is set to outpace photography, if it hasn?t already done so.

Asia's Deepening Capital Markets
by Robert Horrocks of Matthews Asia, 11/21/14
The drivers of economic growth, the region's small- and medium-sized enterprises, are finally gaining access to capital through alternative funding sources outside of just banks. Retail investors are accessing increasingly diverse products in which to store their savings and build wealth. Institutions are demanding long-dated assets to match their liabilities? Are we finally seeing more stable local demand in Asia's local capital markets?

Still A Winning Hand
by Scott Mather, Mark Kiesel, Mihir Worah of PIMCO, 11/21/14
The U.S. is finally enjoying a self-sustaining economic recovery, but slow global growth remains a concern and financial markets are bouncing up and down by the day. So what exactly does this U.S. recovery mean for investors?

Falling Gas Prices Fuel Holiday Cheer
by Scott Minerd of Guggenheim Investments, 11/21/14
Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.

Emerging Markets Opportunity Still Emerging
by Burt White of LPL Financial, 11/21/14
We believe emerging markets (EM) fundamental conditions are set for improvement in 2015, based on our outlooks for economic growth, earnings, and policy. Valuations are compelling and EM may be situated to recapture some of their relative losses from a technical perspective, particularly in Asian markets. However, somewhat mixed fundamental and technical pictures suggest a better opportunity may be forthcoming

Indonesian Optimism
by Tek Khoan Ong of Franklin Templeton Investments, 11/19/14
Southeast Asia represents one of the fastest-growing regions in the world today, and is one that we are excited about as investors. The Templeton Emerging Markets Group held our semiannual analyst conference in Jakarta in September, and one of the key reasons for choosing that location was to observe and discuss the changes and challenges on the ground with the new regime of President Joko Widodo. Ive invited my colleague Tek Khoan Ong to pen some thoughts on the outlook and investment opportunities in Indonesia today.

Has Europes Recovery Story Turned Back a Page?
by Heather Arnold of Franklin Templeton Investments, 11/18/14
The European economy at large had been moving forward in the wake of the 20072009 global financial crisis and subsequent sovereign debt crisis, spurred by European Central Bank (ECB) President Mario Draghis pledge to do whatever it takes to save the euro in 2012 and the implementation of austerity measures in the eurozone periphery. In recent months, the recovery seemed to have stalled, with some countries, including the eurozones engine of growth- Germany - flirting with recession.

Explore and Discover the Winners When Gas Prices Fall
by Frank Holmes of U.S. Global Investors, 11/15/14
West Texas Intermediate (WTI) oil for December delivery is currently priced at $75 per barrel, Brent for January delivery at $78 per barrel. Many investors, publications and news sources focus only on the drawbacks to falling oil and gas prices-don't get me wrong, there are many-but today we're going to give the spotlight to the biggest winners and beneficiaries.
Results 3,401–3,450 of 4,282 found.