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Global Investing

Global Markets

Time for More Double-Digit Gains from "the Country of the Future"

"Boom and Bust" Brazil's long political drama is reaching a fever pitch. Yesterday morning, the Brazilian Federal Senate voted to impeach President Dilma Rousseff. While the Senate still has to convict her, she'll be suspended from office until her trial ends.

Rousseff stands accused of being at the very heart of a vast web of corruption that's brought South America's biggest, most diverse economy into a biting recession.

Rousseff and her many supporters call the impeachment proceedings "a coup," while her opponents call it "justice." Brazil's divided society has taken to the streets with near-daily demonstrations and violence between the two sides.

What's more, all of this is taking place against a backdrop of plunging commodities, double-digit inflation and interest rates, a collapsing real, and, yes, even the dreaded Zika virus.

In other words, conditions are perfect for what could be the contrarian play of the year.

Remember, the United States has seen low growth, political gridlock, and social upheaval, all while its stock market went stratospheric. The effect in Brazil is likely to be stronger and more lucrative; GDP shrank 3.95% last year, but Brazilian stocks have surged 35% in the past three months alone, and they've historically shot up by more than 1,000% at times like these.

There's always opportunity in chaos, if you go where the growth is. And we're going to get huge exposure to that growth, with almost none of the downside, on this play...

Global Markets

The Top 5 Ways ISIS Makes Money

You already know one of the ways ISIS makes money is through its oil operations.

But did you know that there are four other HUGE revenue sources for the terrorist organization?

You'll be shocked to learn exactly how ISIS funds its terrorist campaigns, especially considering some of the financial support comes from within the United States...

Global markets

This "Contrarian Dream" Market Is All Upside Right Now

For decades, Argentina was radioactive for investors – a black hole for capital.

But a complete political shift has happened, and a brand-new president has instituted investor-friendly market reforms in a bid to return his country to its former economic glory.

This contrarian dream market is about to go on a bull run for the history books.

Global marekts

The Next Wave of Stimulus Brings Us This Multitrillion-Dollar Opportunity

Eight long years of excruciatingly accommodative monetary policy have done a lot to inflate asset prices and concentrate some $112 trillion in wealth in the hands of just 34 million people… but it hasn't come anywhere close to the goal of stimulating broader economic growth.

Now instead of admitting the mistake and trying structural reforms, politicians and bureaucrats have come up with yet another crackpot idea to spend their way to growth.

That means there's likely some serious "helicopter money" headed our way.

It might not achieve growth, either, but it is going to be a powerful profit catalyst for the investment I'm about to show you...

China

How the China Yuan Devaluation Is Dragging Down the Markets

Countless factors influence the global financial markets, but right now the biggest one is China's yuan devaluation.

Ever since August, when the Chinese central bank shocked the markets with a steep yuan devaluation, the Chinese currency has exerted a powerful – and mostly downward – pull on stocks.

Here's why the yuan carries so much weight - and what will happen next...

Global Markets

The Best Investments in Japan's Changing Economy

I spent last week in Tokyo, and I want to share what I found on my trip to Japan.

It's proof positive that we're on the right track and, once again, we may beat a lot of people to the best investments, just like we did in September 2011.

That's when I told subscribers to short the yen a full six months and 150% ahead of George Soros and other big names who would subsequently make headlines for doing the same thing.

This time around the profits could be even bigger - if you understand what's happening and why. Here's what you need to know...

Global Markets

What Today's ECB Decision to Cut Rates Means for Investors

The European Central Bank announced a number of monetary policy changes Thursday in attempts to spur anemic growth and fend off slack inflation.

Disappointed investors sent stocks lower in early trading.

Here's what the ECB decision means for investors...

China

Chinese Yuan Could Give the IMF "a Shock It Isn't Prepared For"

On Monday, the Chinese yuan joined one of the most elite clubs on the planet: the International Monetary Fund's Special Drawing Rights basket of reserve currencies.

IMF Managing Director Christine Lagarde said the yuan's inclusion was based on a clear indication of the reforms China has carried out.

Of course, the IMF could be dead wrong.

From a practical position, the IMF expects China will have to make its currency more freely tradable than it is – which, along with being a major exporter, is the other criteria the IMF considers in conferring reserve status on a currency, Money Morning Capital Wave Strategist Shah Gilani said on Monday. But there's a possibility the IMF jumped the gun on this.

Dark horizons lay ahead if the Chinese yuan isn't stable enough to deserve its new global reserve status...

Global Markets

Putin vs. Obama – Calling Each Other Out in the UN Meeting Today

The 70th annual session of the United Nations General Assembly kicked off today in New York City. The gathering pitted Putin vs. Obama in their first face-to-face meeting in nearly a year.

Over the last 12 months, the decimation of the ruble, record-low oil prices, and Western sanctions have crippled Russian wealth.

But despite President Obama's stated "desire not to return to the Cold War," the two leaders made clear today that's exactly where this relationship - and the Russian economy - is headed...

Global Economy

Greek Stocks Are Up 19% – but Don't Fall for the Rally

Recently, a chorus of voices have deemed the Greek stock market undervalued.

And while they looked to have bottomed out, Greece's new government is starting to renegotiate its debts with the Eurozone. Everything is way too fragile for Greece, and this sudden rally in Greek stocks is unwarranted.

Here's what you need to know about Greece right now, and why it's not worth your money...