via BBG Its gains for the year, the voices saying it may be the start of a deeper selloff are growing louder. “Risk factors such as the Iran deal have emerged on top of an already weak environment for emerging …
via Daniel Lacalle: As global fiat flareups continue to intensify, worries are growing that we’re about to hear a ‘whoosh’ of capital fleeing emerging markets. If these riskiest outposts of yield-chasing fall prey to a mass exodus of capital back to …
via Zero Hedge The past month has seen a flurry of dramatic correlation shifts and changes across key US and global assets – traditionally an indication that a major market transition is upon us – with the most notable move …
by Frank Holmes, CEO, U.S. Global Investors With volatility returning to domestic equities, it might be time for investors to consider increasing their exposure to foreign markets, specifically emerging Europe. As I shared with you in January, emerging Europe countries, as measured …
Emerging markets are up 53%. That is huge and will severely impact long term returns as the higher is the price you pay for a stock the higher is the risk, such is the stock market. I discuss the MSCI …
by Dana Lyons After a 24-year wait, Thailand’s benchmark stock index has finally returned to all-time highs. While U.S. stocks are off to a blistering start in 2018, it isn’t the only market seeing noteworthy gains. For example, over the past …
by Umar Farooq Writer, Rob Marstrand analyzed a 2012 paper by Robert J. Gordon for the Centre for Economic Policy Research. He’s a professor at Northwestern University in the USA. The paper, called “Is US economic growth over?” Gordon’s …