By Martin HutchinsonContributing Editor I have to admit it: When it comes to investing in such emerging markets as Latin America, I’m generally a cynic. It’s partly because of my experiences as a young banker there in 1979-82. But I’m just as troubled by the mad optimism that goes around Wall Street every time some […]
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Profit Opportunities From the New Cold War
By Martin HutchinsonContributing Editor Like it or not, with the invasion of Georgia, we have a new Cold War – as well as the profit opportunities that accompany such a conflict. International investors were able to make a lot of money during the “first” Cold War, so if any more politicians or TV commentators tell […]
Special Report: Hit the BRICs for a Global-Investing Double Play
Editor’s Note: This special report – the First Installment of a Two-Part Story – originally ran Friday. But since many subscribers were unable to access the story due to a technical problem, we’ve included it again as part of today’s broadcast. Part II will run tomorrow (Tuesday). By Martin HutchinsonContributing Editor If you’re a global […]
The Best Ways to Profit From the Growing Pension Fund Crisis
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By Martin HutchinsonContributing Editor Welcome to the latest offshoot of the subprime-mortgage debacle: A burgeoning U.S. pension-fund crisis. Since the global financial crisis struck last fall, the largest 1,500 U.S. public companies have lost a combined $280 billion from their pension funds. Assuming the stock market doesn't move much from here, a typical U.S. company […]
Merrill Lynch: Emerging Market Infrastructure Spending Will Surge 80% in the Next Three Years
By Jason SimpkinsAssociate Editor Merrill Lynch & Co. Inc. (MER) has raised its annual infrastructure-spending estimate for emerging markets by 80%, as developing countries try to keep pace with fast-growing economies and large cash reserves, BusinessWeek reported. Investment in infrastructure, which the firm sees as the long-term solution to inflation, will rise from $1.25 trillion […]
Cashing in on Commodities: Three Ways to Profit From Record Meat and Dairy Prices
Editor's Note: This is the eighth installment of a new Money Morning series highlighting investment opportunities in the global bull market for commodities. By Jennifer Yousfi Managing Editor Although meat-and-dairy prices are expected to zoom even higher from their current record levels, this slice of the commodities boom won't be a slam-dunk profit play for […]
How to Survive Stagflation – With a Profit in Your Pocket
<body By Martin HutchinsonContributing Editor Increasingly in recent weeks commentators have begun speculating about the dreaded "S-word"- stagflation- and whether or not such a protracted period featuring both high prices and high unemployment would blight the U.S. economy. The stagflation debate arose anew on Friday when a worse-than-expected employment report and a record single-day surge […]
Special Report: Six Ways to Profit From the One-Two Punch of Soaring Oil Prices and Zooming Inflation
By William Patalon IIIAnd Jason Simpkins Money Morning Editors Oil prices have resumed their northward climb. And inflation has returned to the American lexicon for the first time in decades. For U.S. consumers, there's no way to dodge the financial fallout of that economic one-two punch. But for U.S investors willing to make some shrewd […]
Cashing in on Commodities: Life’s Little Luxuries are Costing More than Ever Before
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Editor's Note: This is the fifth installment of a new Money Morning series highlighting investment opportunities in the global bull market in commodities. By Jennifer Yousfi Managing Editor Soaring prices of grains, dairy and meat have been grabbing global headlines. But other commodities have been on the rise as well. I'm not talking about the […]
Popular Stock Indicator Tells Investors to Hit the BRICs
By Jennifer Yousfi Managing Editor Global investors seeking undervalued markets might want to look at Russia, China, India, Malaysia, South Korea or Brazil. And if they want to avoid overvalued markets, they'd be best to eschew Italy, the United States, Japan, Canada, Switzerland, or Germany. What's tipping us off? The so-called Price/Earnings-to- Growth ratio, better […]
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