This week’s review comes to you in a shortened format as I don’t have access to my normal research resources while on the road in Europe. Although very little commentary is provided, a fu

This week’s review comes to you in a shortened format as I’m about to leave Cape Town for a visit to the colder environs of Switzerland and Slovenia. Although reduced commentary is provid

Rewind the movie to before the stock market lows of March 9: stocks down, corporate bonds down, commodities and gold down, emerging-market currencies down, safe havens in fashion, including the US do

Risky assets remained in favor during the past week, generally helped along by fairly robust economic data and better-than-expected corporate earnings reports. A number of bourses, crude oil, inflati

King Dollar looks more and more like the court jester. The currency fell to a 14-month low last week. In fact, the US dollar index is now off more than 15% from its March high. More to the point, som

The yellow metal continues to shine, with everyone bearish on the dollar and bullish on gold. Australia yesterday jacked up its official rate by 25 bps to 3.25%, which investment pros think could be

After hitting its best levels of the year on Wednesday ahead of the Federal Open Market Committee’s (FOMC) communiqué, the S&P 500 Index ran into heavy weather on the realization tha

Marking the one-year anniversary of the Lehman Brothers demise, risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A reali

When it comes to portfolio construction, perhaps the most important and basic question investors must answer is this: Are we confronting an environment of rising or falling prices in the future? It&r

AK Steel Raises Prices for Carbon Steel Good news for steelmakers. AK Steel (AKS) said its raising prices for carbon steel products. The West Chester, Ohio-based company said today it will raise spot