First up is that discount brokerage Charles Schwab, where we custody client assets, is making meaningful progress with regard to accessing foreign stocks. Very soon, possibly this month, Schwab will make foreign ordinary shares available through the we...
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David Rosenberg is making some new noise about the US being in a depression. He is not alone in this line of thinking but of course he has the ear of much of the investing population. He has generally been on the right side of the trade for the last se...
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There has been a report floating around from State Street that included the following interesting nugget about correlation;When returns (utilizing US and non-US equity markets) are greater than one standard deviation above the mean, the correlation is ...
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At the start of the show Power Lunch yesterday Sue Herrera rhetorically asked "are we lost" as a tease for a discussion to be had later in the show (that I missed). She also noted something along the lines of many headlines expressing concern that we c...
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Yesterday was kind of an odd day around the ole blogosphere as Market Folly and ETFdatabase each ran almost the same post about how to invest in a deflationary environment. I did not see mention of a cross posting so I just chalk it up to coincidence.E...
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I don't know. Ok everybody, thanks for coming by!Just kidding. Yesterday I found a triple play of especially provocative woe is the investing world articles. Some of these articles are blatant marketing ploys while some, IMO the three yesterday, ask go...
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Of interest yesterday was news that as part of the austerity/bailout/repay package Greece is going to privatize and in some cases list shares in the railway, seaports, airports, real estate, the post office and casinos. The casinos? Don't the odds favo...
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The crew at ETF Database posted a useful topic yesterday pointing out three country funds that have low correlations to the S&P 500. The three ETFs were iShares Malaysia (EWM) with a 0.76 correlation to the S&P 500, the iShares Thailand (THD) 0.75 and the iShares Chile (ECH) 0.69. If those funds' correlations...
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We all know much more about sovereign debt solvency than we did a couple of years ago. We now understand some of the dynamics of insuring sovereign debt, we know a lot more about the debt loads of numerous countries than we maybe ever even thought abou...
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Jason Zweig put up an article on the WSJ the other day called Placing Your Investment Chips in the Right Countries. Well that sounds interesting especially as Zweig seems to be more of a broad based index believer.The article was not so much about coun...
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