Why Investors Need to Know About Neodymium
by David Fessler, Investment U Senior Analyst
Monday, January 02, 2011
Why Investors Need to Know About Neodymium
January 2, 2012 By Leave a Comment
China Bulls: Know the Risks and Find Rewards
June 9, 2011 By Leave a Comment
China Bulls: Know the Risks and Find Rewards
by Carl Delfeld, Investment U’s Emerging Markets Expert
Thursday, June 9, 2011: Issue #1531
Betting on the Chinese Consumer
August 26, 2010 By Leave a Comment
Anthony Bolton is making a big bet on the Chinese consumer.
You may never have heard the name before, but Bolton was one of the UK's investing wizards. For 28 years, he racked up returns of 19.5% annualized. Since he had a long and superb track record and managed money for Fidelity, people called him “the Peter Lynch of Britain.� Lynch is a name you probably know. He also ran a Fidelity fund, Magellan, for many years, to spectacular success. (After he called it quits, he also co-wrote a couple of books that are now investing classics, One Up on Wall Street and Beating the Street.)
[Read more...]Another Milestone for the Chinese Economy
August 16, 2010 By Leave a Comment
Our coffee doesn't taste any different this morning. The sun still appeared on the horizon in the East. But today the world is different. Bean counters who care about these things say China has become the world's second largest economy, effective: immediately.
If numbers from the Far East can be trusted, China produced $1.3 trillion of economic activity in the second quarter. Japan, the erstwhile #2 economy on the planet, produced a mere $1.2 trillion.
[Read more...]Nomadic Stocks In Search of Recovery
July 13, 2010 By Leave a Comment
The markets produced little more than white noise yesterday. Major indexes in the US closed within a fraction of a percent from where they began.
Stocks have been lollygagging for most of this year, wandering hither and thither like a donkey in the desert, without so much as a map or a compass to guide them. On the one hand, they have the interventionalists – whose very careers depend on a faux recovery magically morphing into something tangible, something buyable – pulling them in one direction. Then, on the other hand, they have the unrelenting natural forces of the market, pushing down on prices and squeezing the bejeezus out of growth potential. One gets the feeling that, if something doesn't give way soon, this ass is going to die of thirst.
[Read more...]The Incredible Impact of the Words Made in China
July 10, 2010 By Leave a Comment
The “Dress code� section on the bar's website says it all:
“Come dressed glamorously: we love glam grunge, glam & groovy or haute glam couture, but leave the flip-flops and board shorts at the beach…â€?
Shanghai is not the kind of city most expect to see when they visit the world's largest “Emerging Market.�
[Read more...]Is China Really in a Bubble?
July 8, 2010 By Leave a Comment
Stocks rallied yesterday…hard. After only one session out of the previous eight in the black, we were beginning to wonder when we might see a “pop.â€? After all, nothing trends along an uninterrupted trajectory – neither up nor down – forever. Straight lines are for geometry classes, in other words, not stock markets.
[Read more...]Emerging Market Investing: Where the World’s Headed
July 6, 2010 By Leave a Comment
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...]
Lengthy Recession: The Real Contribution of Modern Economics
Why don't people borrow?
Because it's not a liquidity problem. It's a debt problem. A solvency problem. And it won't go away by making more cash and credit available. Instead, all those bad decisions, bad loans, and bad investments have to be cleaned up. And that takes time. And while the economy is de-leveraging, people are becoming more cautious…more risk-averse…more modest in their expectations.
[Read more...]