Gold Stocks Today » emerging markets

When Emerging Markets Shape the Developed World

Bill Bonner — Tue, 07 Feb 2012 22:00:56 +0000

“America is back,” said the President of all the Americans, “Anyone who tells you America is in decline or that our influence has waned, doesn’t know what they’re talking about.” Well, Dear Reader, we’re here to tell you: America is in decline. We can give it to you straight because we’re not running for public [...]

When Emerging Markets Shape the Developed World originally appeared in the Daily Reckoning. The Daily Reckoning, published by Agora Financial provides over 400,000 global readers economic news, market analysis, and contrarian investment ideas.

It May Take a Dragon to Breathe Fire Into Markets

Frank Holmes — Tue, 24 Jan 2012 13:59:47 +0000

At the Cambridge House’s Vancouver Resource Investment Conference this week, I am part of a special debate on whether China will boom or bust with bestselling author Gordon G. Chang. The title of Chang’s book, The Coming Collapse of China, states his position quite clearly and I look forward to the intellectual challenge of convincing [...]

It May Take a Dragon to Breathe Fire Into Markets originally appeared in the Daily Reckoning. The Daily Reckoning, published by Agora Financial provides over 400,000 global readers economic news, market analysis, and contrarian investment ideas.

Do Investors Pay Attention To Ratings Agencies?

Chuck Butler — Wed, 18 Jan 2012 16:37:03 +0000

Both Germany and the IMF have cut their growth forecasts for this year. Germany for Germany, and the IMF for global growth… But both are cutting their forecasts because of the same thing… Eurozone weakness, due to the debt problems, which are pushing austerity measures, which will cut growth for certain! But the IMF did [...]

Do Investors Pay Attention To Ratings Agencies? originally appeared in the Daily Reckoning. The Daily Reckoning, published by Agora Financial provides over 400,000 global readers economic news, market analysis, and contrarian investment ideas.

China’s Cinderella Story

Chris Mayer — Tue, 17 Jan 2012 18:15:13 +0000

Everyone knows that when the clock strikes midnight for Cinderella, the carriage turns back into a pumpkin, the horse into mice and the jeweled gown into rags. The spell is broken and reality returns. I keep thinking of China in this context. One of the big questions of the year is whether China blows up [...]

China’s Cinderella Story originally appeared in the Daily Reckoning. The Daily Reckoning, published by Agora Financial provides over 400,000 global readers economic news, market analysis, and contrarian investment ideas.

The Importance of “Ground Truth”

Chris Mayer — Tue, 20 Dec 2011 22:30:49 +0000

GlobalPost is an online news organization dedicated to the idea of “ground truth.” It’s a simple concept. Say you have a satellite image. And then you send a person there to verify it. The latter is ground truth. It is a person on the ground, making a firsthand observation. GlobalPost has adopted this concept as [...]

The Importance of “Ground Truth” originally appeared in the Daily Reckoning. The Daily Reckoning is published by Agora Financial and provides over 400,000 readers economic news, market analysis, and contrarian investment ideas.

US Markets are Relatively Stagnant Despite Bursts of Volatility

Eric Fry — Mon, 12 Dec 2011 21:21:40 +0000

The financial markets are serving up more static than an AM radio station along some forlorn stretch of Route 66. Every once in a while, you think you can discern something recognizable…you think you can make out something that sounds vaguely familiar. A moment later, it’s all static again. For several months, the major trend [...]

US Markets are Relatively Stagnant Despite Bursts of Volatility originally appeared in the Daily Reckoning. The Daily Reckoning is published by Agora Financial and provides over 400,000 readers economic news, market analysis, and contrarian investment ideas.

Time to Take the “Emerging” Out of Emerging Markets

Jason Jenkins — Thu, 01 Dec 2011 16:55:34 +0000

Last week, in a speech at the Confederation of British Industry's employers' conference in London, Mr. O'Neill stated that it was now time to stop categorizing some of these nations as "emerging." Over the past decade, O'Neill said that China alone saw its gross domestic product rise by over $5 trillion. "The phrase I use is growth markets," he said...Time to Take the “Emerging” Out of Emerging Markets... >>

Water – Still Blue Gold

Chris Mayer — Mon, 28 Nov 2011 21:00:37 +0000

I was in Bangkok while the floods were raging. I also visited Cambodia. The floods were in the news there as well. Though it did not affect Phnom Penh, where I was, the remote villages were dealing with a lot of water. That’s the curious thing about water. There always seems to be either too [...]

Water – Still Blue Gold originally appeared in the Daily Reckoning. The Daily Reckoning provides over 400,000 readers economic news, market analysis, and contrarian investment ideas.

Thailand: 7,500 Miles From Greece…and Loving It!

Chris Mayer — Tue, 08 Nov 2011 22:45:23 +0000

I almost cancelled my trip to Bangkok. I’m glad I didn’t. As most folks are probably aware, Bangkok has been under a deluge. Floodwaters engulfed the place and brought everyday life and commerce to a halt. A local contact here in Bangkok warned me not to come. But I went anyway… I arrived at the [...]

Thailand: 7,500 Miles From Greece…and Loving It! originally appeared in the Daily Reckoning. The Daily Reckoning provides over 400,000 readers economic news, market analysis, and contrarian investment ideas.

Winning Ideas in a Losing Market

Chris Mayer — Thu, 03 Nov 2011 20:06:39 +0000

We both reached for the check. “No, no, I invited you,” I said. “I’ll pay.” But then my guest made an offer I couldn’t refuse. “Come on, we’re in markets. Let’s flip for it.” Well, how could I resist that? Everyone in markets — from careful investor to highflying speculator — learns to live with [...]

Winning Ideas in a Losing Market originally appeared in the Daily Reckoning. The Daily Reckoning provides over 400,000 readers economic news, market analysis, and contrarian investment ideas.