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Eric Linser, CFA | Mar. 2, 2011
Answer: Political protests!
While each participant has different political agendas, the commonality I see is contagion, or the spread of unrest.
In the Mid-West, particularly Wisconsin, a battle rages over public sector finances. Elected officials are pushing to eliminate or weaken collective bargaining by government employees' unions with the more ...
Eric Linser, CFA | September 16, 2010
One of Green Valley’s broad-based investment themes is focused upon the growing global appetite for natural resources, be it energy, agriculture, or the metals and mining sectors.
Growing nations are starving for raw materials. Their newly-minted middle classes are ready to spend, they’re buying cars and they’re moving to the cities. New buildings demand copper for wiring and pipes; new cars call for more ...
Thematic Investing for 2010 and Beyond
Eric Linser, CFA | Jan. 25, 2010
If the crippling financial events of 2008 and 2009 proved one thing, it's that investors need to rethink the entire philosophy of "portfolio management."
Today, some of the best-performing managers around the world manage their portfolios more ...
When it comes to absolutely critical commodities, there's no question that clean water is at the top of the list. You need it. I need it. Every single person in the world needs it. It's without doubt the most precious commodity on the face of the planet. No matter what country you live in, or whether you're rich or poor, there is nothing more important to basic human survival. Whoever, controls water literally controls life on Earth. Therefore, investing in clean water -- a whopping more ...
There are many good reasons to consider investing in "agribusiness" and commodities positioned to benefit from rising global food consumption. Agricultural demand is (typically) fairly immune to the impact of broad economic cycles. In recent years there has been a proliferation of commodity-related investment vehicles that can create specifically focused plays on agricultural commodities in conjunction with agriculture-related companies.
First, there is continued global more ...
A decade-long rise in commodities prices — the so-called supercycle — is about to resume, market bulls say, driven by rising industrial demand, a weaker dollar and production constraints. If recent performance is any indication, the upturn may have already begun. While still in the midst of a deep recession, we've got oil near US $70 per barrel, up from around $32 late last year, and copper at $2.70 per pound, double its low at the end of last year. We see no sign that the more ...
recovery, interest rates, inflation, Muni bonds, global perspective & more
Eric Linser, CFA | Sept. 21, 2009
Here is our monthly perspective on events and trends affecting the economy, the financial markets, and investment management. First, let's take a look at an interesting chart and commentary from Morgan Stanley's chief European market strategist, Mr. Teun Draaisma, as to how much further the stock market could rally. We'll take a more ...
Phil Diamond, CFA | Aug. 17, 2009
Last Friday (August 14th), investors received news that the University of Michigan/Reuters Consumer Sentiment Index fell to 63.2 from 66.0 in July. The expectation was for a gain to 69.0. Surprise! This number likely caused our drop that day. Stocks turned in a very summer performance last week, shifting on an almost daily basis based on news. The recent upward trend is still in force, but it is starting to lose momentum. One more ...
Eric Linser, CFA | Aug. 12, 2009
Here, I show you various charts of multiple asset classes. Take my thoughts to heed and actively implement broader diversification into your portfolios.
Key:
Dow Jones Ind = Dow Jones Industrial Average (US large stock index)
S&P 500 = S&P 500 (US large stock index)
NASDAQ = NASDAQ (US mid-large stock index, no financials)
Russell 2000 = Russell 2000 more ...
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