If Fed Chairman Ben Bernanke honestly believes what he said at Jackson Hole on Friday — that he can save the economy by printing more money and buying more bonds — he’s…
Tag: Money and Markets Newsletter
Why A Devaluation Wave Could Push Markets To March 2009 Lows
As I said in last week’s column, liquidity indicators and leading economic indicators have deteriorated quickly since March. At the same time sentiment indicators reached levels usually seen at stock market highs….
Play the Yield Curve with New ETNs
Many individual investors spend their time thinking about stocks. Which stocks are going up? How high are they going? Should I buy now? These can be important questions, but stocks aren’t the…
Two Ways to Prepare for “Tail-Events”
With bond yields and stock markets in the world’s major developed economies petering away, more people are asking: Where can we find investment returns? Wall Street’s answer: Emerging markets. The long-term growth…
Why M&A Activity Is Heating Up
The markets have been taking a beating over the past few weeks. Plunging existing home sales, disappointing jobless claims and weak manufacturing activity numbers are to blame. However, as you can see…
Six Ways to Brazil
Anyone familiar with international investing knows about Brazil. It’s hard to ignore the fifth largest country in the world by geography and population, the South American commodities powerhouse, and the largest economy…
The “Snowball” Scenario Sinks Sovereigns
A blockbuster draft report from the European Commission saw the light of day recently, thanks to some reporting from Bloomberg. It highlights an incredibly dangerous Catch-22 facing many sovereign nations — the…
Budget-Busting Bailouts in Europe to Drive Global Debt Burden Higher!
I’ve been out in Las Vegas this week for the MoneyShow. So naturally, I have gaming on the brain. My conclusion after reading the latest news out of Europe? The European Central…
Japan: The Sleeping Sovereign Debt Giant
Over the course of this year in my Money and Markets columns I’ve presented some compelling reasons why the euro zone and the euro were in for a life threatening crisis. And…
Europe WANTS a Lower Euro
The euro is in devaluation mode … in a sharp 17 percent decline against the dollar over the past five months. And I’ve written extensively on why, and why it still has…