Emerging Markets

November 03, 2016

/ /
Posted By
/
Comment0
/
Market Summary Buy Volatility and Buy Gold If You Are a Long-Term Investor U.S. stocks are getting cheaper: is a short-term market bottom near? The key event this week was the strong rise of volatility and of gold after political...
Read More →

October 27, 2016

Market Summary The key to global stock markets is the U.S. dollar and U.S. interest rates.  We have all seen U.S. interest rates rise, and that is potentially difficult for developed and emerging markets.  Developed markets will be impacted as...
Read More →

September 29, 2016

/ /
Posted By
/
Comment0
/
The Case for Emerging-Market Assets We are getting more bullish on EM. We have been bullish on certain emerging-market assets since earlier this year, particularly Brazilian bonds.  We viewed them as a reversion-to-the-mean trade as commodity prices stabilized and Brazil...
Read More →

May 13, 2016

Executive Summary 1. Critically important to your investments:  popular revolts against corruption around the world.  This trend will last for decades, and upset many of the patterns we think we know.  Corruption and cronyism have existed throughout human history, and...
Read More →

January 30, 2014

Investment Summary U.S. stock market earnings and growth prospects remain positive. The U.S. market is having a normal correction, and we will use this opportunity to spend some of the cash we have raised to buy stocks at a discount. The U.S....
Read More →

January 23, 2014

Investment Summary The four emerging trends mentioned above are all significant parts of understanding the investment picture for 2014 and for the remainder of the decade. Trend #1: With large banks curtailing commodity trading businesses, there should be less risk of...
Read More →

November 27, 2013

Japan: The Market Still Driven by the Yen and Monetary Policy Since last year’s elections that brought Shinzo Abe to power in Japan, analysts have been consistent in one message: ultimately, the success or failure of Abe’s attempt to bring Japan...
Read More →

October 17, 2013

Global Economics Provides Reasons to Be Bullish, But Politics Poses Downside Risk As we write this, Capitol Hill’s partisan bickering and rancor have reached the conclusion we anticipated. We don’t believe that the conflict which monopolized headlines for the past two weeks...
Read More →
Privacy PolicySEC Filing / ADVLegal Notice/DisclaimerPolicy for Global Market Commentary Subscribers