Global Investing
« Previous EntriesGrowing, Growing… Gone?
Friday, August 13th, 2010The UN Food and Agriculture Organization (FAO) and the Organization for Economic Co-operation and Development (OECD) recently released a joint report, Agricultural Outlook 2010-’19. They conclude that global Ag output will likely slow over the next 10 years. But the industry globally is on track to meet expected world food demands.
Plant This Seed in Your Portfolio and Watch it Grow!
Thursday, August 12th, 2010A major breakout is under way in the distressed grain sector.
Corn, wheat and soybeans have been pounded over the last 12 months, following record harvests in many countries.
The 5 Rules of Investing in Wine
Thursday, July 29th, 2010Though prices for fine wine ebb and flow as with any other asset class, this niche market typically increases over time. That’s because ongoing consumption regularly reduces the supply of the wines that consumers and collectors most covet.
A Silver Lining at $20.78 an Ounce!
Monday, July 26th, 2010My forecast (ever since 2002) continues to peg silver hitting at least $75 an ounce in this bull market.
The Grapes of Math
Friday, July 23rd, 2010To give you an example of what individual wine prices can do over time, consider the 1961 Chateau Latour. Back in the day, you could have bought a case for £25. Today, 50 years on, that same case fetches, at the low end, £35,000.
Bankers, Bucks, and Beer:
Thursday, July 22nd, 2010The Fed stopped buying up the most toxic “assets” at the end of March. So banks that are still stuck with poorly performing loan portfolios will have problems in the months and years ahead.
Arriba!
Thursday, July 15th, 2010Foreign institutional investors drive local stock exchanges at the margin. Local demand from pensions, insurance companies, mutual funds and other professional players provides the base of stability.
Large-Cap Dividends a Value Trap?
Tuesday, July 13th, 2010The economic backdrop has deteriorated markedly over the past eight weeks with unemployment stubbornly high, bond yields triggering a sell signal for risk assets and Treasury Inflation-Protected Securities’ (TIPS) break-even rates crashing to levels unseen since the depths of the credit crisis in late 2008.
New Trade Deal Between China, Taiwan Means Good News for Stock Buyers
Thursday, July 8th, 2010The ECFA is a free-trade agreement between Taiwan and mainland China. It covers some 800 Taiwanese products — from airplane parts and medical supplies, to banking services, petrochemicals and certain agricultural products.
On Strike in China: Demands for Better Pay Mean Better Profits for Investors
Tuesday, July 6th, 2010I’m looking at all of this news and thinking: Wow, now’s a great time to look at Chinese consumer staple and discretionary stocks that trade on the Hong Kong exchange (which is easily tradable from the U.S. by way of several online brokers).
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