Imagine you wake up tomorrow from a three and a half-year coma. Everything that’s happened in the meantime—the election of Donald Trump, impeachment, Brexit and more—is a complete mystery to you.
The U.K. Just Said No to EU Socialism. Will U.S. Voters Do the Same in 2020? Read More »
In his letter to Berkshire Hathaway shareholders for fiscal year 2001, Warren Buffett made one of his now-famous pronouncements: “Predicting rain doesn’t count, building an ark does.”
Expecting a Market Downturn? Make Sure You’re Following the “Noah Rule” Read More »
“This is not QE. In no sense is this QE.”
That was Jerome Powell in early October, answering a reporter’s question on whether the Federal Reserve’s intervention in the overnight U.S. repo market constituted another round of quantitative easing (QE).
It’s the top of a new month, meaning we get to see the latest manufacturing purchasing manager’s index (PMI) readings. And if you follow both the Institute for Supply Management (ISM) and IHS Markit’s reports on U.S. factory activity, you may be getting some mixed signals.
Will the Real Manufacturing PMI Please Stand Up? Read More »
Another year, another Thanksgiving. I hope all of my American friends and readers had the chance to spend some quality time with family as we begin the busy holiday shopping season.
Need-to-Know Numbers You Might Have Missed Last Week Read More »
Flying in the face of negative economic news, U.S. factories picked up steam for the third straight month in November.
This Economic Indicator Is Proving the Naysayers Wrong Read More »
Quick! What do Hong Kong, Chile, Ecuador and Lebanon all have in common with one another?
What’s With All the Mass Protests? (Hint: It’s Not About Income Inequality) Read More »
It’s hard to believe now, but the very first Singles Day in 2009 generated only about $7 million for Chinese mega-retailer Alibaba. No one could have guessed then that, 10 years later, the 24-hour shopping event would see that sales figure surge to an all-time record of $38.4 billion, an unbelievable multiple of 5,471.
China’s Ultra Wealthy Are Dominating the Global Luxury Market Read More »
When Colorado-based Molycorp Inc. filed for bankruptcy in 2015, the U.S. lost its sole remaining miner and producer of rare earth elements (REEs)—those inconspicuous metals with unpronounceable names like praseodymium, yttrium and gadolinium.
Australia May Be the Saving Grace for the Rare Earth Metals Market Read More »
The U.S. stock market has been hitting new all-time highs thanks to lower rates, positive earnings surprises and optimism that a resolution to the U.S.-China trade war comes sooner rather than later. But don’t let that distract you from exciting things that are happening in overseas markets, specifically in Eastern and Emerging European countries.
3 Emerging Europe Stocks We’re Bullish On Right Now Read More »
