• Good News: The Deficit is Falling

    Deficits have been shrinking since 2009, when we hit the bottom of the Great Recession.

  • Brazil Features Consumer-Sector Growth

    Brazil has the highest gross domestic product (GDP) in South America, whether measured nominally or by purchasing power parity. In effect, the Brazilian consumer is poised to buy.

  • These ETFs are Rocking as the Market Rolls over

    The fall of European equities, as well as the recent downtrend in U.S. markets, might make you think that the bear has invaded the entire globe. Well, if you thought that, then you haven’t been looking far enough to the east.

  • What Market Sentiment Tells Me about Today’s Market

    In a world awash and bedazzled by complex financial models, gauging market sentiment doesn’t seem as legitimate, as, say, fundamental or even technical analysis.

  • Trust in the Investment Process

    If you’ve been a longtime investor or even if you’re just a novice, you and I have many things in common, including wanting to generate profits.

  • Latest Gross Domestic Product Growth Shows Value of Using Gross Output

    As a champion of the federal government’s decision to begin reporting the Gross Output (GO) statistic on a quarterly basis earlier this year, I consider the latest variation of the GDP reading from the first quarter to the second quarter as evidence of the value of having an alternative indicator for economic growth.

  • Eyeing Brazilian Small Caps

    I thought it would be fruitful to once again focus on Brazil. But this time, we will feature a smaller component of the country’s stock market: small caps.

  • The Fed Tapers While GDP Surges

    I think what today’s GDP print tells us is that the Federal Reserve will almost certainly continue the taper of its bond-buying program.

  • Why You Should Give a Hoot About Global Currencies

    The relevance of global currency movements is tough for most American investors to get their heads around.

  • Follow the Money — to Options

    As you sit back and sift through the data, you’ll also notice that even though the stock market is setting new highs, the S&P 500 is up only 7.5% year to date.

  • If the Stock Market Is any Gauge, Obama Has Been Great!

    I received a note the other day from a social Democrat, who wrote about how Obama’s terms have coincided with gains in the stock market.

  • Take a Close Look at China

    We featured FXI, a general Chinese exchange-traded fund (ETF), a little more than a month ago, and that fund’s upward climb warrants us looking at other ETFs focused on that huge emerging market.

  • Innovation: Another Reason to Choose ETFs

    These days, there’s an ETF for just about every flavor of investor, not just the ones who like the taste of vanilla.

  • Are You Crazy to Invest in Russia?

    “Are you crazy…?” was the reaction I got from a London investor I spoke with at a recent summer drinks party.

  • Investing Resembles Moviemaking More than Photo Taking

    I’ve received more than a few questions about what should be done in between the pre-trade and post-trade analysis. To answer that, let’s consider the difference between a movie and a photograph.

  • Even Investment Bulls Can Get a Good Idea from the Bears

    I am bullish on the stock market, but I heard something from a couple of investment bears at the annual FreedomFest conference last week that may point to a new opportunity to earn precious profits.

  • Asia Offers Regional Emerging Market Opportunity

    The mix of frontier, emerging and developed economies in Asia creates a geographic region with an enticing combination of raw materials, markets to sell goods and both cheap and skilled labor.

  • Sorting out Your Situation with ETFs

    I think that now is as good a time as any to make sure you fine-tune your focus for the second half of what has so far been a most unusual year.

  • Double-Digit Percentage Gains on the ‘Final Frontier’

    There is a way to boost your returns even more than in emerging markets by investing in so-called “frontier markets” — developing markets that are even smaller and more illiquid than their emerging market cousins.

  • Lack of Gold Standard Hurts U.S. Economic Growth, Forbes Says

    The absence of a gold standard in the United States is hindering economic growth and leading to ill-fated monetary policies, former Republican presidential candidate Steve Forbes told more than 1,000 attendees during his FreedomFest keynote address.