With negative sentiment toward China reaching an extreme in recent months, patient investors have been rewarded with recent news of improving data from the Asian giant. CLSA Sinology’s Andy Rothman reported that in...
Read MoreThis week, the U.S. received favorable news on the housing market. After four years of dismal performance, housing starts and building permits in September surged, climbing to the highest number since July 2008, according to...
Read MoreChina celebrated another achievement last week, as Mo Yan became the first Chinese citizen to win a Nobel Prize for literature. The selection of Mo was praised by a Chinese nationalist tabloid as a sign that mainstream China...
Read MoreWith a greater international exchange of ideas, goods, services, and talent today, our world has never been more wired and connected. Globalization has wholly transformed how people across continents absorb information and...
Read MoreThe world’s central bank leaders continue to spike the monetary punch bowl, with investors imbibing on gold once again. This flurry of gold buying prompts many curious investors and doubting media to ask me two questions:...
Read MoreCommodities are the necessary building blocks of the world. Glance around you–commodities are what the world needs to live and prosper and are everywhere you look. The world’s seven billion people need resources, and...
Read MoreNegativity persists among investors, as evidenced by the ongoing stream of money leaving equity funds into bond funds. It’s challenging to pinpoint the origin of the pessimism because it comes from all over the globe....
Read MoreIn a battle between the largest gold exchange traded fund and the biggest tech stock, which investment would get your vote? Would you choose gold because of the macroeconomic factors supporting the rise of the precious metal? Or...
Read MoreChief Justice John Marshall, in 1819, once described policymakers’ great influence, remarking, “The power to tax involves the power to destroy.” With rising fiscal deficits and a desperate need to raise...
Read MoreWith another syringe of quantitative easing being injected into the U.S. economy’s bloodstream, Ben Bernanke is giving the markets their liquidity fix. The Federal Reserve’s action reaffirmed my stance I’ve...
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