Archives:
The Big Picture

Macroeconomics, Socioeconomics, Geopolitics, Business and Government, Secular Trends and Big Picture Themes

EM INVESTMENT: Show of hands

(EM) Emerging nations are talking big about investing in each others’ currencies. But diversifying reserves out of traditional assets will […]

Dollar strengthens on positive US economic data

Dollar strengthens against euro, pound, yen on positive US economic data NEW YORK (AP) — A pair of better-than-expected U.S. […]

Mutual Fund Pioneer Jack Bogle: How to Fix Wall Street

By Rana Foroohar Jack Bogle, the founder of mutual fund giant Vanguard, and the man who popularized index funds, is […]

Priming the Liquidity Pump

By Mark Mobius,  http://mobius.blog.franklintempleton.com/2012/10/04/emerging-markets-inflation/#more-1820 The global economy is often like a line of dominos. One piece tumbles, causing others to […]

Slaying the Chinese Lending Dragons

By Daniel Bardsley,  From  The National, When Malcolm Li does freelance work in China, the money he earns is rarely […]

Visualizing Japan’s Debt Crisis

From the largest Japanese pension fund unwinding its JGB holdings to Kyle Bass’ infamous ‘debt-saturation Japan Trade’ and Dylan Grice’s […]

Oil Is In The Midst Of A Major Repricing

Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website, Peak Prosperity.com. Accordingly, […]

The Mitt Romney Stock Portfolio

Now that the presidential election campaigns are in full swing, some investors are looking at the investment portfolios of the […]

The President Barack Obama Stock Portfolio

There haven’t been many of the political ads on TV yet, but of course they will start appearing shortly. The […]

Power Struggles and Progress in Romania

Bordering the Black Sea in Southeastern Europe, Romania offers visitors a variety of beautiful and dramatic landscapes concentrated in a […]