investing

I don't think people realize that the Chinese have just made a rather sizable shift in economic policy. The Chinese are moving on multiple fronts now toward a new economic paradigm that includes slower growth but more domestic consumption.…

It looks so easy. Risk on and risk off. When risk trades are being put on, equity market and commodities prices, like gold and oil, rise. The euro appreciates and the yen sells off. When risk trades come off, just the opposite takes place.…

The last time Ray Dalio conducted a major interview, the global economy seemed to be headed toward a major depression. This was in February 2009 when Barron's had a conversation with Bridgewater Associates' Ray Dalio. For his part, Dalio…

By Marin Katusa, Casey’s Energy Report The oil picture is always complex, but right now things are about as complicated as they can get. The unrest in Egypt has settled for the moment, but the future there is not yet clear as the…

The Absolute Return Letter, March 2011 By Niels Jensen “Experience is the name everyone gives to their mistakes” Oscar Wilde A remarkable month Two remarkable events unfolded during the month of February. One cleared…

By Win Thin Colombia surprised markets with a 25 bp hike to 3.25% late Friday, and marks the first hike of the tightening cycle as the central bank tries to get back ahead of the inflation curve. The deciding factor behind the hike was…

If you thought this year was off to a challenging start for investors, fasten your seatbelts. March could very well turn out to be the most important month of the year. This does not mean there is easy money to be made or low-hanging fruit…

Frederick J. Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession  (McGraw-Hill, 2009). Meredith Whitney has kicked up a storm with her 600-page,…

The US dollar is broadly stronger this morning as geopolitical tensions in Libya and the Middle East prompt demand for safe haven securities. Indeed, the dollar, yen and Swiss franc are all higher as the reboot of risk-off has driven a…

Here's more from the CNBC session with Kyle Bass, Managing Partner of Hayman Capital Management. David Faber introduced the topic as a discussion about tail risk and the "end of the world" trade. Bass took exception to that…