• How the BRICs Came Down to Earth

    The popularity of the acronym “BRICs” — which stands for the fast-growth economies of Brazil, Russia, India and China — spread like wildfire in the post-financial-crisis world. Coined by ex-Goldman Sachs economist Jim O’Neill in 2003, the BRICs came to | Read More »

  • Why This May Be the Best Week of the Year to Pile into Stocks

    What a week it has been… During the course of the past five sessions, the S&P 500 has corrected by 10%. Yesterday, it suffered its worst day of trading since 2011. And the Shanghai stock market tumbled 19% during the past | Read More »

  • Profit from the Cable-Cutting Mega Trend

    The way in which Americans are consuming media is undergoing a revolution. Early 2015 marked the first time in history that the number of pay-TV subscribers in the United States dropped. During Q2, 566,000 customers “cut the cord” to pay | Read More »

  • Is the Bull Run in Biotech over?

    In a bull market that’s six-plus years old, bull runs in hot sectors become increasingly scarce commodities.

  • What’s That Got to Do with the Price of a Big Mac in China?

    I’ve written about The Economist magazine’s “Big Mac Index” many times in The Global Guru. But if you’re new to this quick and dirty but useful method of measuring the relative values of global currencies, then here’s the basic idea. | Read More »

  • 2015: How to Make Money in this Lousy Year

    It is turning out to be a tough 2015 for stock market investors. The U.S. S&P 500 is trading where it was back on March 31. Fundstrat’s Thomas Lee recently noted that this has been only the second time since | Read More »

  • The ‘Soft Power’ of Donald Trump

    **************************************** Note from the Publisher For all of you dividend fans out there, I am thrilled to announce that we have added www.DividendInvestor.com to the Eagle family of products. With screening tools, an all-star ranking of dividend stocks, the best | Read More »

  • The Global Market First-Half Scorecard

    We are now just past the halfway mark of 2015. And as the French say: “plus ça change, plus c’est la même chose.” Loosely translated, this means “the more things change, the more things stay the same.” And looking at | Read More »

  • Investing in the Jewel of Southeast Asia

    I can’t say what made me fall in love with Vietnam — that a woman’s voice can drug you; that everything is so intense. The colors, the taste, even the rain. Nothing like the filthy rain in London. –Graham Greene, | Read More »

  • Why I’m Chomping at the Bit to Buy this Market

    Well, it took long enough. After six months of markets locked in a narrow trading range, U.S. investors finally have awoken from their apathetic slumber. Global stock markets sold off sharply yesterday in response to the unfolding crisis in Greece. | Read More »

  • Two Ways George Soros Could Profit from Greece

    Master speculator George Soros’ most famous trade was the one that “broke the Bank of England.” That was when the British pound exited the European Exchange Rate mechanism in September 1992. Soros reportedly made $1 billion that day after encouraging his | Read More »

  • Profit from the Stock Market’s Newest Red-Hot Tech Sector

    The “Internet of Everything” offers incalculable benefits as millions of devices become connected across the planet. At the same time, the explosion in connectedness has introduced the world to a new word in our vocabulary — “cybercrime.” Ironically, this also | Read More »

  • The World’s Most Expensive (and Cheapest) Stock Markets

    As an investor, you generally want to avoid expensive stocks and invest in cheap stocks. That’s not good news if you’re an average U.S. investor who has most of your money invested in the U.S. stock market. According to a | Read More »

  • China: Year of the Sheep, Year of the Bubble

    If you’ve been long in Chinese stocks this year, congratulations. You’ve made a lot of money in the Chinese “Year of the Sheep.” So far in 2015, stocks in the benchmark iShares China Large-Cap (FXI) have delivered anything but sheepish returns, with | Read More »

  • Four S&P 500-Beating Income Investments in 2015

    It has been a tough time to be an income investor over the past half decade. Start with the Fed’s zero interest rate policy (ZIRP). While helping pump up asset prices, the policy has punished savers and retirees who depend | Read More »

  • Investing in the French ‘Socialist Paradise’

    As I write this, I am on the Eurostar train whizzing back from Lyon, France’s “second city,” to London. I’ve just spent a few days touring Bourgogne (Burgundy) — arguably the center of the most exclusive wine region in the | Read More »

  • A Golden ‘Catch-Up’ Opportunity

    This week, I want to share with you the insights of a seasoned global investor and friend, Carl T. Delfeld of Blackthread. Carl has a unique “boots on the ground” perspective on the investment opportunities in Asia and has led | Read More »

  • Why ‘Smarter’ is Always Better

    Some things just get better with age. Other predictions prove prescient, confirmed with the benefit of 20:20 hindsight. Both of these clichés apply to my views on the recent explosion in “smart-beta” exchange-traded funds (ETFs). First, over the past several | Read More »

  • Why Investing in Japan is Still a No Brainer

    The gains in the Japanese stock market have been particularly robust, with Japanese stocks near the top of the 46 global stock markets I monitor daily.

  • Big Gains Come in All Sorts of Packages

    Investing is a harsh taskmaster. Each day, cold, hard numbers tell you what you got right and what you got wrong. If you’ve been bullish on a country’s stock market and that country lights up the scoreboard with big gains, | Read More »