Author : Emerging Money

Casual observers and investors in EM occasionally jump in and out of themes and often this is exactly how to trade EM successfully.  Those of...

Emerging Money Daily Audio Call June 26 - Headlines from the Supreme Court on church and state, and the travel ban do not calm the...

China bashing gets a little tiresome for me.  While there is so much to attack in terms of the quality(and accuracy) of information flow and...

Emerging Money Daily Audio Call June 23 - We recap the weeks events and discuss the good and the bad of the world macro. It...

On today's call we discuss the continued focus on the retail sector in light of Amazons relentless onslaught.  Despite the obvious impact of Amazon on...

Yesterday afternoon China got a (well-deserved?) vote of support from the MSCI after three years of being rebuffed by the governing body of “passive flow”...

Emerging Money Daily Audio Call  June 20 - On today's call we discuss the move in oil and the potential broader impact on markets which...

Emerging Money Daily Audio Call June 16 - Amazon's deal for Whole Foods brings attention back to sector specific tactical investing. Consumer Staples remain under...

Emerging Money Daily Audio Call June 15 - The day after the Fed markets are wrestling with weaker macro, a delicate oil market, and a...

Emerging Money Daily Audio Call June 13 - US equities go back to the future as financials, industrials, and even retail rallying today despite a...