Recent globalinvesting's Commentaries
Virtue Rewarded?
Superficially, the two leading English-speaking financial center countries are pursuing vastly different policies. Yet both the Pound Sterling and the US Dollar are falling fast. This requires an explanation. To start with our own money, the dollar is off because thanks to the barely credible de...
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Tags: bcs | bdraf | brggy | cch | cksw | dlgrf | global-investing-newsletter | gsk | rbgpy | rdy | tef
Southern Cross, Golden Cross
Every vote counts in the British Airways Face of Opportunity Contest, whose voting period was extended to November 19. There is still time for her friends, enemies, customers, colleagues, and relatives to vote to send Vivian to Australia to find a local stringer (reporter). Up to 250 companies s...
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Tags: acndf | bdraf | brgpy | cx | czz | ec | fbrwy | global-investing-newsletter | kpely | rbgpy | sbs | slb | teva
The Gingham Dog and the Calico Cat
As countries to to force down their currencies with quantitative easing or intervention on foreign exchange markets-- or even inflation busting rate increases—I am reminded of how futile it can be. Here are extracts from a poem by Eugene Field I learned as a kid: The gingham dog went "Bow-wow-wo...
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Tags: acmdf | bdraf | bns | global-investing-newsletter | gsk | iag | jmply | kf | mlnx | pkx | teva
Insidious Insiders
A buddy, Sylvie, in Paris now, writes: “Paris is rather stressful at the moment, my revolutionary ardor seems to have left me...” I think she is reacting to the "pagaille" being led by high school students who are younger than we were in May 1968, the last time French youths took to the streets....
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Tags: bcs | bdraf | cksw | global-investing-newsletter | glppy-glpgf | mlnx | smgkf | stlef | vit | xin
Readers Question our Safety and Allocation
I replied to questions from NA of New Mexico, being shared with you: Writing as Global Investing's editor, you get the editorial we:1) We do not focus particularly on emerging markets; we focus on anything from outside the USA which you can trade through a USA brokerage, meaning a) all American...
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Tags: bdraf | bns | cksw | global-investing-newsletter | glpgf | gsk | iag | mlnx | pkx | rig | smgky | stlef | teva | xin
Shooting Stars and Common Sense
Sometimes the fun of technical analysis is the terminology. Today we are told that “a shooting star formation” is why gold is modestly on the skids. Like the “Hindenburg blimp” and the “Death Cross” this sounds more exciting than poring over charts. Common-sense from an experienced investor (lik...
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Tags: global-investing-newsletter
Currency Wars
Send me really far away, to Australia. Your editor is trying to find a new Australian reporter and you can help. Her submission in the British Airways 2010 Face of Opportunity Contest for small businesses is now live. Wisit the contest voting page to view and share her submission now. Voting end...
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Tags: arvcf | bcs | cmsqy | global-investing-newsletter | gsk | hk-1666-ec | iaply | ischf | rbgpf | rdy | stlef | vwdry
Trading Alert
As is normal with our service, only paid subscribers get the trading alerts.
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Tags: global-investing-newsletter | qbeif
Trading Alert
I feel the need for more exposure to Australia and here's how. We will buy back QBE, the insurance and reinsurance leader there. As I wrote yesterday to SR, I do not think the Australians have let the insurance sector turn into a casino like AIG. The time to buy QBEIF and any firm heavily into re...
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Tags: global-investing-newsletter
Ninth Decile and DR Help
\ A good name is hard to keep or lose. Therightside@moneyweek.com has emerged on the internet from the UK to push foreign exchange and penny stock trading. It is not related to our former bankrupt and disgraced partner which disappeared offshore two years ago owing me and my subscribers money. Th...
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Tags: btim | bwtaf | ch | cmsqf | ctsh | cx | ec | global-investing-newsletter | glpgy-f | mlnx-lt-bcs | qbeif | sqm
Fingerspitzengefuehl Forecasting Wins
Mark Robinson writes in The Investors Chronicle today: The Chinese State Reserves Bureau is supposedly sitting on a $1.5bn paper profit after it bought heavily in physical copper reserves after the metal's price slumped in the wake of the financial crisis. Last week's copper price at $8,347 per [...
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Tags: blx | cx | fbrwy | global-investing-newsletter | iaplf | kpely | tef | teva | tscdy | vit | wbk
Trading Alert
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Tags: global-investing-newsletter
The Economic Outlook: Oy Vey
The economic outlook: Oy vey. Stanley Fischer, the governor of the Israeli Central Bank, was interviewed by Institutional Investor. He thinks the world faces many problems: “We have taken the major structural steps in terms of the various measures that have been proposed through the Basel Commit...
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Tags: cx | gfszy | global-investing-newsletter | glpgy-glpgf | hocpy | kncrf | mlnx | pkx | smgkf | suc-de-007292005 | vit | wbk
Columbus, Machiavelli, and Ponzi
Happy Columbus Day. I want to write about another Italian, Machiavelli, today, specifically about conspiracy theories regarding the stock market not just in Rome, but in New York. Many Americans believe their brokers are cheating them, their fund managers are crooked, their investment advisors a...
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Tags: cksw-lt-imasf | cny | dgrlf | global-investing-newsletter | iaply | ischf | kncrf-lt-npsny | saxpf | smglkf | teva | wbk
Ladies Who Lunch, from The Queen Bee
Your editor had lunch Thurs. with a much more powerful counterpart, Yanqing Yang, PhD, the deputy editor of China Business News, of Shanghai, one of the two top business magazines in China. (The other is 21st Century Business; each has about 200,000 readers.) Ms. Yang was on one of the two forei...
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Tags: bcs | bdraf | bns | ccih | ccj | cksw | ec | fco | global-investing-newsletter | iaply | pkx | rdy | slb | sqm | tef | ve | wbk
