Global Market Commentary, Analysis and Investments
I’d like to share one anecdote with you that says a lot about how the world is changing.
Last week, Caterpillar, the world’s biggest maker of earthmoving equipment, said it was boosting its production in Brazil and China. It’s building a new facility in Brazil to build things like backhoes. And it is quadrupling its output in China over the next four years. It also plans to base an executive in Asia for the first time.
[Read more...]America’s economic hegemony is fraying at the edges. The “Land of the Free” is shackling her citizens to multi-trillion dollar debts that neither they, nor their children, nor their children’s children, can repay. This inconvenient reality may not cause a big problem anytime soon, but it will burden the American growth engine for decades to come.
[Read more...]As I mentioned in yesterday’s edition of the Daily Reckoning, next year is going to be the most exciting one real estate investors have seen in a decade. I’ve got my eye on four spots, in particular – diverse opportunities around the globe, each of which represents an excellent value play.
[Read more...]Next year is going to be the most exciting one real estate investors have seen in a decade. I’ve got my eye on four spots, in particular – diverse opportunities around the globe, each of which represents an excellent value play.
First up, Brazil. I’ll show you a way to capitalize on that nation’s continuing boom, particularly along the Northeast coast. That region boasts some of the world’s most glorious beaches. With big infrastructure projects on the horizon, it’s an area where the already-increasing property prices are going to spike in the months to come.
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Emerging Market Update: Buy Brazil
I’ve been thinking about Brazil more and more as I study what’s going on in the world. More and more, I come the conclusion that Brazil will have a big hand to play. For investors, there will a variety of opportunities.
For instance, the cerrado: a vast savannah that is one of the most productive farming regions in Brazil. It produces 54% of Brazil’s soybeans, 28% of its corn and 59% of its coffee. It also supports 55% of Brazil’s beef industry.
[Read more...]