Commodities
From Export to Import
England’s $325 Billion Problem
Europe to Enter Double Dip Recession that Hurts U.S. Investors
Current P/E Ratios May Be Misleading
As we came into earnings season, it seemed clear that analysts were far too pessimistic with their estimates for earnings. Yesterday, Bloomberg reported that 81% of corporations… Read more
Continuing to Find Opportunity in China
We’ve landed in
Bernanke’s Second Chance and Dr. Doom Returns
As if there had been any doubt, Fed Chief Ben Bernanke was nominated for a second term. This is a good move in my opinion. Especially now, switching horses… Read more
Weakening Dollar Good for Jobs, Bad for Your Household Budget
"The question is not whether the dollar will weaken over time, but how it will weaken…" That’s what the CEO of bond giant PIMCO, Mohamed El-Erian, had to… Read more
Even Wal-Mart is Having Trouble
Last week’s better-than-expected payroll data is being offset by new jobless claims today. 558,000 people filed new claims for unemployment benefits. That was more than the median estimate of… Read more