Tags: emerging markets

Uncertain Economy and Uncertain Fed

October 13th, 2015
in contributors

In February when we wrote the March 2015 Macro Strategy Review (MSR), we predicted that there would be very little acceleration in average hourly earnings in coming months from the 2.2% annual increase that had prevailed since the spring of 2010. more »

These "Unstoppable Trends" Are Creating Ever-Stronger Profit Opportunities

March 11th, 2015
in contributors

As my Total Wealth readers know, when I started that newsletter I highlighted six "Unstoppable Trends" - each of which is backed by trillions of dollars - and promised that we'd check in on them from time to time in the pursuit of profits. more »

A Secret Gem Hidden Among Emerging Markets in 2014

April 8th, 2014
in contributors

Money Morning Article of the Weekby Garrett Baldwin Emerging markets have experienced record outflows so far this year, as global capital sailed back to safer markets. Just in the first five weeks of 2014, $18.6 billion fled emerging markets - a… more »

Uncertainty in Emerging Markets Creating Certainty in Only One Market

February 12th, 2014
in contributors

Fasten your seatbelt, dear reader. We're in for a global financial crisis, a currency fiasco, and a stock market collapse all in the same year! I'm being too bearish? Not after you read this... more »

Best Assets for Your 2014 Portfolio

December 20th, 2013
in contributors, syndication

The S&P 500 has been on fire this year; in fact it has been on fire since March 2009. In the process, it has beaten every single major asset class, bonds, managed futures, hedge funds, commodities as well as other equity indices, European, Asian, Emerging Markets as well as Frontier markets. more »

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