Markets

Market upside was driven by massive global liquidity that is reversing to global tightening, de facto in the US through the end of QE2, proactively ……Read More

In 2010, I owned a number of the Engineering & Construction companies. The bull case was simple: global recovery will lead to improving business conditions ……Read More

"I have discovered in 20 years of moving around a ballpark, that the knowledge of the game is usually in inverse proportion to the price ……Read More

What would you do if you were a property developer or businessperson in China and needed to borrow money—but because loan demand was so strong ……Read More

In a speech to a Reno, Nevada town hall on April 21, President Obama blamed speculators for the surging price of oil and said that ……Read More

One good thing about having a contrarian view is that you frequently see what others are missing. Today’s example of Microsoft acquiring internet phone service ……Read More