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A Portfolio for Dollar BearsThu Nov 5th, 2009
Josh Lipton Perhaps the only real surprise from the Fed’s post-meeting statement yesterday, market pros note, is that there was no surprise at all.So says Dennis Gartman, editor of The Gartman Letter. As t |
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Markets Hit Reaction and Consolidation PhaseMon Nov 2nd, 2009
Prieur du Plessis 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 |
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Apocalypse Now: A Checklist for the FearfulWed Sep 16th, 2009
Ryan Goldberg It’s never been hard to find a small group of Cassandras, so-called “doomers” who see the apocalypse foreshadowed in Mayan calendars, Nostradamus writings, and the Terminator movies |
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Apocalypse Now: Where to EscapeWed Sep 16th, 2009
Ryan Goldberg Peripatetic author and professional international investor Doug Casey has, by his count, traveled to 175 countries and lived in 12. One of the last places he thinks is fitting to live now is the Unit |
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Insight Into the Economic Future: An Interview with John MauldinThu Sep 10th, 2009
Damien Hoffman John Mauldin coined the incredibly popular phrase “Muddle Through Economy.” If the next few years continue to drag along as we rebuild from the greatest credit bubble in history, then Joh |
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Reports of Economy's Recovery Have Been Greatly ExaggeratedMon Jun 22nd, 2009
John Mauldin This Time, It's DifferentBen Bernanke's career will be analyzed and written about for many years. But the one thing that's caused me the most pain is his bringing the term "green shoots" in |
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Prieur Perspective: New Appetite for RiskMon Jun 1st, 2009
Prieur du Plessis Government bonds dominated action on financial markets during the past holiday-shortened week, as angst about inflation and massive issuance propelled yields to 6-month highs in the US, Europe, and J |
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Prieur Perspective: Goodbye Safe Havens, Hello Risky AssetsMon May 4th, 2009
Prieur du Plessis “Goodbye safe havens, hello risky assets.” This was the investors’ theme song during the past week. Safe-haven assets were out of favor, as better-than-feared corporate earnings and |
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Swine Flu Could Mean Healthy TradesTue Apr 28th, 2009
Scott Reeves Before we short travel and hospitality stocks or go long in face masks, let’s take a minute to recall the great swine flu epidemic of 1976. It didn’t happen. But many of the same factors |
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Monday Morning Quarterback: When Pigs FlyMon Apr 27th, 2009
Todd Harrison It’s seasonably snazzy in the big city and the masses migrated from cramped quarters to enjoy the warm weekend weather. As cabin fever fades in the rear-view mirror, an outbreak of a different |






