Emerging Money 2013 EM vs. DM Trade Update
We have spent a lot of time on EmergingMoney.com arguing for emerging markets (EM) outperformance to domestic markets (DM). This has been the right call...
Category : Home
The Worst Inflation in My Lifetime
Shortly after we took this family photo in 1951, Dad decided to buy a second home in Brazil, where we experienced the worst inflation of...
Economic Outlook: Where are we?
Once again we are nearing a political event horizon that could significantly impact the economy - and we can't see beyond the horizon. My baseline...
Inflation Update – Are Prices Turning up?
Today’s BLS reading on the CPI showed...nother benign price increase. Econoday has... good breakdown: “Excluding food...nd energy, the CPI rose 0.1 percent, following... boost...
How to Buy Gold and Silver Bullion Coins
Let’s face facts: The world is in the midst of the biggest monetary bubble in history. It’s not just localized to the United States; it’s...
Apple Inc. (AAPL) Low R&D As % Revenue Make It King: CLSA
Apple Inc. (NASDAQ:AAPL) to buy or not to buy? CLSA is out with a report today that looks at Apple Inc. (NASDAQ:AAPL) and Samsung Electronics...
Is Brazil Ready to Rebound in 2013?
Part of Brazil’s growth dynamic is rooted in the record low interest rates that have resulted from a combination of aggressive Central Bank policy, and...
Today’s FOMC Meeting: A Step Towards Elastic Deficit Targeting….
Lots of people are talking about how today’s change in FOMC guidance is a move towards NGDP Targeting. They might be right. And while I...
Quantitative Easing and the Price Of Gold
The term “QE4″ is what most business writers appear to be calling what will be announced today when the Federal Reserve’s policy committee adjourns and...
Read of the Day: Are You Brilliant or Just Lucky?
I’m really on a Michael Mauboussin kick here with all the press he’s doing for his new book. Combined with some good insights from Jason Zweig,...