Recent Articles
Emerging Markets: A Hotbed for Vice Plays
May. 17, 2013, 9:00 am EDT – Global consumption of (pricier) alcohol and tobacco products tends to go up right alongside increased incomes. These stocks naturally stand to reap the rewards. More
The Greenback Is the One-Eyed King
Apr. 29, 2013, 6:30 am EDT – Gold prices might have further to fall given relative global currency trends -- namely, the continued strength of the U.S. dollar. More
Russian Stocks: Cheap, and Staying That Way
Apr. 11, 2013, 7:00 am EDT – Russian equities will continue to be dead weight as long as the economy is so closely tied with the eurozone mess and so leveraged to commodity prices. More
South Korea: Look North … and West
Apr. 5, 2013, 7:00 am EDT – Korea is a reunification story still waiting to be told -- and it's one with substantial, but nebulous, long-term potential. More
Google’s Great, But Don’t Count Apple Out
Mar. 18, 2013, 6:00 am EDT – While the divergent paths of Google and Apple stock might help to tell a story of Android dominance, don't bet against the Colossus of Cupertino. More
Berlusconi’s Pressure Cooker Effect
Feb. 25, 2013, 7:00 am EDT – If Berlusconi wins in Italy, I suspect the stabilization in eurozone sovereign debt markets helped by the ECB will come to an end. More
Japan Repeats the Past — Again
Feb. 4, 2013, 7:00 am EDT – Shinzo Abe's new stimulus plan is the same as the country's old stimulus plans -- and it shows Japan hasn't learned any lessons yet. More
When mREITs Yield More Than CCC Bonds
Jan. 31, 2013, 7:00 am EDT – A seasoned bond trader turns a critical eye on the mortgage REIT sector. More
Shinzo Abe’s Kamikaze Politics
Dec. 26, 2012, 11:23 am EDT – The new prime minister promises to reflate the economy to end Japan's stagnation. Too bad that will only add to Tokyo's crushing debt burden. More
‘Command Capitalism’ Is an Oxymoron — Even in China
Dec. 14, 2012, 7:30 am EDT – The Chinese are between a rock and a hard place right now. Bottom fishers should only cast their lines in the largest of Chinese ADRs. More
