investing

Niels Jensen clears up a number of common misconceptions about the macroo environment which whave great importance for investing.

Jim Rogers is bullish on Asia. In a twenty-minute interview with the BBC, he explains why? Hat tip Paul Kedrosky. Like Paul, "I find many of his rhetorical tricks maddening" but it is an informative interview nonetheless. Videos below

While the tightening of global financial conditions is likely in part a trigger for the recent unwind of positioning, the de-leveraging of this extended positioning in equities, commodities and currencies, therefore, is the likely the cause…

This note from Andy Lee shows a potentially bearish trend developing in the US stock market, with the S&P500 breaking down below it’s long-term trendline since the Federal Reserve started its second campaign of quantitative easing.

The relationship between oil and currencies is no more stable that the relationship between the S&P 500 and currencies. As we noted yesterday in our look at the correlation between a handful of currencies and the S&P 500, it is not…

Jim Chanos sees a slowdown in residential property sales coupled with declining prices. Real estate companies are starting to close down. He argued on CNBC yesterday that this means the first signs of a Chinese slowdown are showing. Video…

So, the data are weakening. What does that portend for the rest of the year? Lakshman Achuthan of the ECRI thinks it means a serious global slowdown. Below is a recent interview he did on Yahoo's Tech Ticker explaining why.

Many medium term investors are interested in the relationship between currencies and the equity market. There is also a sense among many observers that the market is moving in waves of risk on and risk off. To help shed light on the issue,…

People who are staring at a tsunami of demand for commodities from the developing world and predicting a doomsday of $400 oil and $4000 gold are missing the longer-term retreating tide of demand as citizens of the developed world actually…

Arguably the 30 year US bull market in bonds is at a close. What's clear is that yields are exceedingly low and real yields are now negative. In effect bondholders are often paying the US government to lend funds when inflation is taking…