More on Related Themes
2012-03-27 Our Current Perspective on the Global Economic Outlook by American Century Investments (Article)
As we proceed through the first quarter of 2012, the U.S. economy continues to drift— not in recession, but far from the level of growth and dynamism we would like to have. Meanwhile, global economic growth has slowed as the world anticipates a solution to the European sovereign debt crisis. In short, we are in a period of uncertainty, not only about how key events will unfold, but about the timing associated with their future progress and resolution.
2011-06-07 Why Jim Rogers is Bullish on Gold (Video) by Dan Richards (Article)
The veteran investor Jim Rogers explains why he is bullish on gold and the US dollar, and offers his thoughts on Asian economies why he chose to move his family to Singapore. This is the video of the interview.
2011-04-19 Blinded by the Light (of Data) by Mariko Gordon (Article)
When analyzing data, 'seeing the light' can take time and patience. But as with viewing art, it's time well spent in getting to the heart of the matter. In response to a reader question, let's examine the concept of standard deviation and how it can mislead those who rush to a conclusion.
2011-01-11 Sushi with Dave by David A. Rosenberg of Gluskin Sheff
Consider the charts below the equivalent of 10,000 words explaining why the U.S. post-bubble economic and financial backdrop is looking more and more like the Japanese experience of the past two-decades.
2010-08-03 Richard Koo: Lessons from Japan’s Decline (Video) by Dan Richards (Article)
Richard Koo is the Chief Economist of Nomura Research Institute, and has served as an advisor to the Japanese government. In this interview with Dan Richards, Koo explains why Japan's recovery was thwarted by inadequate stimulus spending. This is a video of the interview.
2010-07-26 Who Cheats More? by Dan Ariely of Predictably Irrational
Dan Ariely provides a video of a short talk on cheating he gave on July 7 in San Francisco. While most people think that citizens of other countries cheat more than Americans do, Ariely's research has found that people from Israel, Italy, China and the U.S. all cheat about the same amount. Ariely has also found that bankers cheat twice as often as politicians do.
2010-05-27 World Markets: Revised Update by Doug Short of Doug Short
Doug Short provides provides a an overlay chart of world markets since March 9, 2009. The chart, he writes, illustrates the synchronous behavior of international stock indices. The question going forward is whether the correction to date is a long-term low or an interim low with more downside to come. Short also provides a chart of the Shanghai Composite Index since 2000, which includes a classic market bubble.
2010-05-26 Emerging Market Vs. G7 Debt Levels by Team of Bespoke Investment Group
Bespoke provides tables comparing debt levels in G7 and emerging market countries. The average level of public debt to GDP among G7 countries is 94 percent. Two countries, Japan and Italy, have levels of debt that are in excess of 100 percent of GDP. Compared to the other six countries on the list, the U.S. debt level of 52.9 percent seems downright thrifty. Meanwhile, the average level of debt in emerging market countries is just 37.4 percent. If concerns over debt are the major issue behind the correction, emerging market countries should thus rebound the strongest in any recovery.
2010-02-02 Letter to the Editor by Various (Article)
In a letter to the Editor, a reader responds to a commentary recently posted on our site.
2009-05-12 The Well-Meaning by Michael Lewitt (Article)
We are once again privileged to publish the latest version of the HCM Market Letter, edited by Michael Lewitt. Lewitt's analysis and writing are a cut above virtually everything else we see, and you will enjoy reading his latest thoughts. You can also subscribe directly to his newsletter using the link at the beginning of the article.
2009-04-28 Forecasting 100 Years Ahead by Robert Huebscher (Article)
George Friedman is CEO of the private intelligence and forecasting firm STRATFOR and advises clients on the important trends in geopolitics and their impact on world economies. Friedman spoke at the recent Altegris Strategic Investment Conference about the important trends for investors over the next 100 years.
