Archives:
October 2012

Sector-Focused Hedge Fund Sees Bubble in its Sector

Deerfield Management is a long-short, bottom-up hedge fund that invests in the healthcare sector only. It manages about 3 billion […]

China’s Real Estate Slowdown but Business Climate is Good and Offers Reasons for Optimism

By Global Investor Spotlight (www.globalinvestorspotlight.com) In the last few years Chinese cities recorded an increase in property prices. Indeed property […]

The Economic Singularity, Part II

By John Mauldin, From Daily Reckoning, In our analogy, the event horizon is relatively easy to pinpoint. It is what […]

When Outsourcing Backfires

As the global economic downturn grinds on, more companies are acknowledging that labor costs aren’t always the most important factor […]

S&P 500 gets housing lift, but IBM reins in the Dow

NEW YORK (Reuters) – The S&P 500 rose for the third consecutive day on Wednesday after housing starts hit a […]

Does 3-D Printing Have a Future in Your Home?

My opinion on 3-D printing can best be described as “evolving.” I consider this a good approach when dealing with […]

UK gets out of recession with a bang

(EM) The world’s fifth-largest trading nation posted the highest quarterly economic growth in 5 years, on the back of the […]

Vladimir Putin: The New Global Shah of Oil

By Marin Katusa, Casey’s Research Exxon Mobil is no longer the world’s number-one oil producer. As of yesterday, that title […]

The ABCs of China’s Share Markets

By Mark Mobius, http://mobius.blog.franklintempleton.com/2012/10/16/the-abcs-of-chinas-share-markets/#more-1866 A shares, B shares, H shares. Chinese equity listings can be confusing to global investors. I’m […]

The Greatest Risk of All

My series on risk has sought to outline and categorize many of the risks faced by investors.  As I have tried […]

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