As I wrote last week, the central bankers of the world are staging a monetary arms race to see who can pump more liquidity into the world economy. ECB President Mario Draghi and Fed Chairman Ben Bernanke have each taken turns upstaging the other. Now, it’s Japan’s turn. The world’s third-most-powerful central bank has joined the...Read More
As I wrote late last week, we are in the midst of a monetary arms race in which Fed Chairman Ben Bernanke and ECB President Mario Draghi are tripping over themselves to see who can inject more liquidity into the financial markets. The result will be a bull run in just about everything: stocks, non-treasury bonds,...Read More
Listen to Charles Sizemore discuss the U.S. presidential election, the Chinese slowdown, and opportunities in emerging markets on Mike Robertson’s Straight Talk About Money. If you are unable to use the embedded audio player, please click here.Read More
In case you had any concerns about the safety of Russian stocks, you can now set those fears aside. By Kremlin decree, Russian stocks will now start paying higher dividends. As the Financial Times reported this week, “One of the reasons why Russian companies trade at a discount to their global peers is their historically low...Read More
