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BRIC Is Back
If investors in New York and London are seeing the first delicate signs of a recovery, their counterparts in developing countries say they are witnessing a full-on spring. After a crushing fall in the...
View ArticleTop Gun FP Client Note: Is Dubai The Canary In The Coal Mine?
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the...
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Emerging Market Stocks Lead The Rally
For the medium term, I’d avoid emerging markets because of the froth there. - Chris Zook, Chief Investment Officer, CAZ Investments What we’re living through now is something of epic proportions. -...
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Barron’s: Money Flowing Out of US Funds Into Emerging Markets
Source: “Wish You Were Here”, Barron’s, January 9
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BRICs Underperforming Since November
While US stock markets have punched through what appeared to be a double top made at the beginning of November (“Top Gun FP Client Note: Double Top”, originally sent November 22, 2010), BRIC stock...
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