The Potential European Debt Crisis You Are Not Hearing About
The European sovereign debt crisis has been occupying a disproportionate amount of investor mindshare over these past many months. Yet there is another potential debt crisis in Europe that is receiving...
View ArticleFelix Zulauf Revisits His Predictions, Sees More Trouble Ahead
Last May, at the 64th CFA Institute Annual Conference in Edinburgh, Scotland, veteran investor Felix Zulauf laid out a number of bearish predictions that have largely proved to be on the money. Now...
View ArticleFelix W. Zulauf and European Investment Opportunities
Felix W. Zulauf of Zulauf Asset Management has avoided some of the worst economic collapses of the past two years. At the Fifth Annual European Investment Conference, he will look at investment...
View ArticleEurope’s Economy and the Way Forward
Economist Anatole Kaletsky downplays the real economic importance of Europe to the global economy and believes there is a chance that Germany might even leave the eurozone to ensure the euro’s survival...
View ArticleFelix Zulauf: Eurozone on Track to Be the Shortest Currency Union in History
Felix Zulauf, president of Zulauf Asset Management AG, highlighted slowing growth in China and believes the eurozone is on track to be the shortest currency union in history. Read more →
View ArticleWhither the Euro? Seeking Resolutions for the Eurozone
Unsurprisingly, a major theme of the Fifth Annual CFA Institute European Investment Conference was the prospect for the euro. While speakers put forward different arguments, ultimately it seems the...
View ArticleJames Montier Applies His Seven Immutable Laws of Investing to Europe
Noted behavioralist and value investor James Montier addressed the prospect of investing in European stocks through the framework of his Seven Immutable Laws of Investing — a set of common sense,...
View ArticleLinkfest: Italy Downbeat; China Figures Questioned; Lucky 2013
Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear...
View ArticleLinkfest: Iceland Wins Icesave Case; Fed Debate; Sequester Looms
Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear...
View ArticleLinkfest: Currency Wars; Tesla v. NYT; Einhorn v. Apple; Moody’s Downgrades...
Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear...
View ArticleChecking the Math on Global Equity Prices, China Growth, the French Economy,...
Portfolio manager Grant Williams used mathematical proofs to explain four key disconnects between financial markets and the global economy. Read more
View ArticleThe Potential European Debt Crisis You Are Not Hearing About
The European sovereign debt crisis has been occupying a disproportionate amount of investor mindshare over these past many months. Yet there is another potential debt crisis in Europe that is receiving...
View Article“Heart Breaking” and the Future of the Eurozone: Kai A. Konrad on European...
Kai A. Konrad’s work studying political economy and public economics has given him some unique insights into the ways that individuals and groups interact to achieve their desired objectives. Read more
View ArticleJ.P. Morgan Strategist: World More Balanced Despite Policymaker Actions, Not...
The route to recovery in Europe is so long that there will be plenty of growth opportunities to be captured by investors along the way, says David Kelly, CFA. Read more
View ArticlePoll: What Do the Latest European Parliament Elections Mean for the Region’s...
Amid austerity and a weak economic recovery, the electoral gains made by anti-EU parties (nicknamed the "Eurosceptic earthquake") in the European Parliament elections in May have caused much...
View ArticleTurning Points: Credit Spreads Historically Tight, Interest Rates Low
Low rates on sovereign bonds have pushed many investors farther and farther out on the risk spectrum into equities, junk bonds, and other more speculative investments — including the central banks...
View ArticleTurning Points: The Status Quo Is Changing
The status quo is changing markedly. Oil prices are heading south as the United States ramps up production and OPEC refuses to cut to compensate. Moreover, global demand is looking sluggish with...
View ArticleThe Swiss Franc: Markets 1, Central Banks 0
This week, when the Swiss National Bank broke the Swiss franc's cap to the euro, it demonstrated that the SNB had conceded central bank power to market power. Read more
View ArticleTop Five Articles from January: Oil Prices, Bitcoins, Swiss Francs, and Charts
Top articles from January explore the recent oil price plunge, the fundamental utility of bitcoins, what the recent moves by the Swiss National Bank (SNB) mean for the interplay between central banks...
View ArticleWealth Manager Strategies for Uncertainty: Jean Brunel on Meeting Client Goals
Understanding client goals is the key to effective wealth management, according to Jean Brunel, CFA. In times of unexpected market chaos, that understanding becomes even more important. Read more
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