European Markets Look Downright Scary
The European stock markets have broken beneath their long-term 200-day (40-week) moving averages. That is potentially ominous based on what usually happened in the past after similar...
China’s Market Finally Looks Like A Buy
Is China’s economy, the second largest in the world, a disaster coming down to a hard landing? Or is it merely slowing from unsustainable double-digit growth of...
Emerging Market Bond Funds
Emerging Markets Want Cake & Eat It Too
Since the end of 2010, the emerging markets (E.M.) have gotten absolutely obliterated (MSCI Emerging Markets index –25%) compared to a meteoric rise in U.S. stocks (S&P 500 index +60%) over the same period
China’s Command Economy: The Gift That Keeps on Giving
It's probably a good idea to continue to avoid companies tied to China as it persists in pretending it is not subject to the recessions and depressions which are part of capitalism.
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The Future of China's Markets
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The U.S.'s balance-of-trade concerns go well beyond simple currency valuation considerations. And the reality is that China is in big economic trouble, and is currently staving off the inevitable.
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Value Swings Ahead for Asia
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The accumulated shock from Western financial giants’ wounds reached a crescendo in the first quarter of this year. The relief of finding an apparent floor in consumer demand has led the markets to...