I mentioned this morning that major snow storms in China could place additional pressure on domestic Chinese food prices. I have since received several inquiries about which companies could benefit from this developing pricing dynamic pricing, and here is one answer: Let me take you back to this article on RealMoney, I published on October […]
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Equity Markets
China’s ’50-year’ snow storm could cause more than just delays in the country; the last time the country was hit with a similar storm food inflation spiked. In the past Chinese food prices have had significant influence over the country’s CPI. It is still too early to measure the full and long-term impact of the […]
Back in October I mentioned I had a rather bullish view on the tech sector going into 2010, but the only name I mentioned at the time was Apple (APPL). Recently, I’ve been speaking with quite a few money managers and one name in the sector has been coming up more than most others, and […]
Today I wanted to quickly highlight the performance of my equity based trading strategies around my global macro economic investment thesis. Emerging markets: I continue to believe that emerging-market growth and equity performance — especially in countries with a strong consumer base — will continue to outpace developed nations in 2010. Therefore, you should still […]
Here is an excerpt from my Real Money column being published this morning: In 1909 the completion of the Metropolitan Life Building—the world’s tallest building—coincided with the beginning of a two year recession in the US. Between 1929 and 1931 40 Wall Street, the Empire State Building, and the Chrysler Building were all erected in […]
An excerpt from today’s column on RealMoney… “In tune with the Thanksgiving spirit–eating–I want to discuss a budding topic that’s garnering more attention lately from a growing number of my clients: food, or more specifically, agriculture. There are many ways to tackle this topic, but what I wanted to highlight today is the growing caloric […]
Here is another article by Andy Xie–always an interesting read–former Morgan Stanley economist, who predicted the credit crisis well before it came to fruition. In this article Andy highlights how money supply growth is supporting a boom in asset prices, which in turn is bolstering the economy. He goes on to compare central banks supplying […]
-Strong domestic demand for Japanese government bonds has permitted Japan to keep interest rates at or near 0 despite significant increases to the government’s debt burden, with no significant currency depreciation, and almost no economic growth. But, this model may be coming to an end -An aging Japanese population will have several negative effects on […]
In a monthly investment strategy letter written by Eric Sprott and David Franklin of Sprott Asset Management titled ‘Surreality Check… Dead Government Walking’ they convey their concerns over the US government’s ability to finance its growing burden. In the letter they clearly state: The United States Government is on a trajectory to default on their […]
This is a very short global macro overview of today’s markets. I do not recommend any of the trades mentioned in this report, but hope they help reinforce your own view or help you generate some news ideas. Monetary policy around the globe remains easy, providing ample liquidity and room for credit growth. Additionally, fiscal […]