Ben Felix: The Most Controversial Paper in Finance
Investing includes the art of asset allocation. That means investors shouldn’t just look for a diversified portfolio of stocks. Rather, they should own a variety
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EXPLORE A PERSPECTIVE
International Investing
Beyond the Charts: The China Bull Market May Have Only Just Begun
For the past two years, large-cap tech stocks have dominated stock market returns. And the top tech stocks are also domiciled in the United States.
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Heresy Financial: China, the Fed and the Middle East War – ALL Pushing Prices Higher
The inflation story is dead, even after inching slightly up in this week's latest data. Yes, inflation isn’t quite down to the Federal
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QTR’s Fringe Finance: George Gammon Explains the Yen Carry Trade Chaos
The market’s slump over the past two weeks has largely been driven by traders exiting the yen carry trade. Simply put, traders sell short the
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Heresy Financial: Rumors of the Dollar’s Demise Have Been Greatly Exaggerated
The past few weeks have seen a number of rumors about the role of the U.S. dollar in international trading. Russia announced it was ending
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Michael Snyder’s Substack: The Truth About What Is Happening To the Petrodollar
The past few weeks have seen a number of stories about the death of the petrodollar. Essentially, the petrodollar is a deal struck between the U.
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Lead-Lag Report: From Nord Stream to Taiwan: Brandon Weichert on Global Flashpoints
The stock market is having a strong year. So far, the only thing that has derailed the market rally has been some geopolitical fears back in
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Kitco: Gold Has New Momentum as its Utility Grows in Global Trade
Investors have many reasons to make gold a core portfolio holding. Over time, gold tends to hold its purchasing power against inflation. Investors who buy gold
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A Wealth of Common Sense: Finding a Bottom in China
International investing is a popular strategy. By investing internationally, there’s the possibility of increased growth. And it helps reduce the risk of simply investing in
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DIY Investor: Outlook 2024: Equity Strategy
2022 saw a classic bear market as interest rates started to rise. While rates continued higher in 2023, stocks recovered from their 2022 lows, and ended
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Data Driven Investor: Six Key Learnings From the BlackRock 2023 Midyear Outlook
Investors looking to beat the market have a variety of options. One of the best ways is to find an institution with a history of beating
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Robeco: Be Patient, EM Fundamentals Will Pay Off
U.S.-based investors tend to be biased to their home country. The U.S. is a developed country, with strong rules for its capital markets.
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