Posts Tagged ‘emerging markets’
It’s Still a Dollar Story
Any way you slice it, it all still comes down to the dollar. We can talk about interest rates, the Yen, and inversions – there are all kinds of interesting relationships… But none of them may be as important as the impact the direction of the U.S.Dollar has on risk assets around the world. I…
Read MoreCommodities Just Did Something They’ve Only Done Twice Since 2008
Let me set the stage… Over the past 20 years, it’s been nearly impossible for any asset class to displace U.S Equities as the strongest asset class on a relative basis. So, is the U.S. Equities’ dominance over other global asset classes on the ropes? Maybe… it’s still a wait-and-see. But they’re certainly taking it…
Read MoreCountry Bias Could Cost You the Gold
In the spirit of the Olympics, let’s discuss the idea of home-country bias as it relates to investing – particularly here in the United States. As part of what I do here, I’m often asked to review prospective clients’ portfolio holdings and allocations to provide feedback… And I must admit, it’s been a long time…
Read MoreThe Best Defensive Sector?
In recent weeks, it’s been impossible to escape the headlines surrounding the strained relationship between the United States and China regarding trade. But today, I want to focus your attention on something the media has overlooked. Something investors may capitalize on… For the first time in more than two years, November 11, 2016 to be…
Read MoreHealthcare Moves Up…
For most investors, watching the S&P or the DJIA is the same as watching “the market.” But…we know that these indices rarely tell the whole story. Today, we’re going to pull back the curtain and take a closer look at one sector that’s not only helping push these indices to record highs, but is also…
Read MoreGot Money in International ETFs? You Need to Know This…
Does the resurgence of the greenback mean an end to International Equities dominance? Here’s what investors need to know… The direction of the U.S dollar has a big impact on how U.S. stocks perform relative to foreign stocks. As a rule, a strong dollar favors U.S. stocks, while a weak dollar favors foreign stocks. You…
Read MoreRelative Strength in Emerging Markets
The saying about Brazil is that it’s the country of the future — and always will be. Despite enormous natural resources, it has long shown the ability to waste its potential. But recently, the Brazilian economy has been on a tear. Despite political dysfunction and corruption scandals aplenty, the country has seen a boost from…
Read More2018: Year of the Blockchain Pivot
UBI Blockchain Internet (OTC:UBIA) is a Hong Kong-based company headed by executives who, prior to starting their “blockchain” enterprise, headed a company that manufactured an anti-bedwetting patch called the UrinStopper. UBIA has $15,406 dollars cash on hand, $6.3 million in debt, 18 employees, $0 revenue, a disconnected phone number… …and a market cap of $3.7…
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