‘Irrational expectations’ are keeping commodity prices unsustainably low, warns Goldman

Investors counting on a softer global economy to pull commodity prices lower may instead be faced with scare supplies and […]

Farm Belt bankruptcies are soaring

A wave of bankruptcies is sweeping the U.S. Farm Belt as trade disputes add pain to the low commodity prices […]

Silver Shortage Promises to Boost Price in 2019

(Bloomberg) — Think of it as a potential silver lining for investors. A deepening shortage is promising to help boost […]

The end really is near: a play-by-play of the coming economic collapse

Since June, 2009, the pit of one of the biggest recessions in American history, the U.S. economy has been growing, slowly […]

Why Things Aren’t What They Used to Be in Emerging Markets

The prospect of stabilizing commodity prices and improving corporate earnings has helped rebuild investor interest in emerging markets over the […]

Financial Markets and the Cycle of Debt Release

By: Clif_Droke To many investors cycles are the holy grail of the financial market.  Many investors have devoted years to the […]

On the Winners and Losers of the Great Chinese Rebalance

by Bryce Coward of GaveKal Capital Change can be hard, but change can also be good. At this very moment […]

David Herro On His Evolution As An Investor, And Why He Is Avoiding Russia

Posted By: Clayton Browne In a recent interview with Value Investor Insight reviewed by ValueWalk, well-known fund manager David Herro of Harris Associates […]

Stanley Druckenmiller On China’s Future And Investing In The New Normal

From Goldman Sachs Stan Druckenmiller is Chairman and Chief Executive Officer of Duquesne Family Office. He founded Duquesne Capital Management […]

Oil, reforms make Nigeria top pick in frontier markets

(By EM) Frontier markets will benefit from the search for yield and, in sub-Saharan Africa, Nigeria is a good pick, […]