Emerging Markets

There’s No Such Thing as a Stable State

Jan 2nd, 2012 | By Jeffrey Tucker | Category: Emerging Markets, Featured, Macro Economics, Politics

Twenty years ago, and much to the shock of just about everyone, the mighty Soviet Union, the very embodiment of Hegel’s view of the state as the divine on Earth, dissolved and disappeared. The malicious foe of the U.S., the deadly grizzly that was said to wander the world seeking ...read more

Posted in Emerging Markets, Featured, Macro Economics, Politics | 9 comments

Nicaragua and the Cold War Political Theater

Jan 2nd, 2012 | By Jeffrey Tucker | Category: Emerging Markets, Featured, Personal Investing

Some friends and co-workers spent their holidays at Rancho Santana in Nicaragua, where you can live like a king on a pauper’s salary. The beaches are among the best in the world, and the people are nuts for Americans. There is every amenity and consumer product, even better stuff than ...read more

Posted in Emerging Markets, Featured, Personal Investing | No Comments »

Emerging Technologies in a Post Post-Modern World

Dec 16th, 2009 | By Linda Brady Traynham | Category: Emerging Markets, Featured, Morning Whiskey

I'm not about to challenge our fabulous Byron King for it, but I figure he won't begrudge me the title of Go-To Gal On Emerging Technologies of the XIV Dynasty through the Late XVIII Century; call me Low-Tech Linda for short...and note that the first premise is to stake out ...read more

Tags: agrarian, deindustrialized world, James Wesley Rawles, long-term employment, Patriot, profit
Posted in Emerging Markets, Featured, Morning Whiskey | 18 comments

Math of Subprime Mortgage Default

Mar 24th, 2009 | By Whiskey Contributor | Category: Emerging Markets, Energy, Featured, Housing, Macro Economics

This article tentatively accepts the proposition that the default of sub prime mortgages and the subsequent decline of housing prices have been the cause of critical problems in the banking system and collapse of credit markets world wide. Letís do some housing math. Last fall there were about one million delinquent ...read more

Tags: defaults, real estate market, sub prime mortgages
Posted in Emerging Markets, Energy, Featured, Housing, Macro Economics | 6 comments

Falling Commodities and Inflation in the Wings

Nov 5th, 2008 | By Dan Denning | Category: Commodities, Emerging Markets, Macro Economics, Politics

Now to the big subject of the day: Inflation. You’d think evidence of even bigger deficits in the U.S. is clearly inflationary. But not everyone thinks so. The new prophet of doom, Dr. Nouriel Roubini, says at least four factors are setting up what he calls “Stag Deflation” (as opposed ...read more

Tags: Bigger Deficits in the US, Commodities, commodity prices, Debt Deflation with Inflation, Emerging Markets, Fed getting Credit Flowing, US Deficit
Posted in Commodities, Emerging Markets, Macro Economics, Politics | No Comments »

Gold Versus the World’s Top 10 Currencies

Nov 3rd, 2008 | By Adrian Ash | Category: Economics, Emerging Markets, Gold, Macro Economics

“...Take a look at this chart of gold prices measured in the top 10 most important world currencies...” So the spot gold price sank in October, dropping right back to 13-month lows at $683 an ounce. After failing to breach $930, this collapse marked the third step lower from March’s all-time high ...read more

Tags: Emerging-market debt, global currency crisis, gold at highs, Gold Price Sank, Volatility in gold
Posted in Economics, Emerging Markets, Gold, Macro Economics | 2 comments

Asian Infrastructure

Sep 15th, 2008 | By Chris Mayer | Category: Commodities, Emerging Markets, International

Frank Holmes is the CEO of U.S. Global Investors, a money management firm honed in on the commodity bull market. I had dinner with him recently at the Blue Water Cafe in Vancouver. Over salmon and flying squid, as well as an excellent local ale, we again hashed out the ...read more

Tags: Asian Infrastructure, Asian retail sales, infrastructure materials, infrastructure megatrend
Posted in Commodities, Emerging Markets, International | No Comments »

Small-Cap Vaccines

Aug 23rd, 2008 | By Whiskey Contributor | Category: Emerging Markets

The media have dubbed it “the new age of epidemics.” From SARS to cancer, diabetes to the flu, we live in a world of increasingly powerful germs and diseases. Drug companies large and small have renewed their interest in one specific health care sector. It’s a true form of preventative medicine ...read more

Tags: Big Pharma, drug companies, George Soros, small-cap vaccines, Warren Buffet
Posted in Emerging Markets | No Comments »

Fuel Efficient Airlines

Jul 22nd, 2008 | By Chris Mayer | Category: Commodities, Emerging Markets, Oil

In investing, the prospect of crisis has always been a sort of summons for me. It’s like when I was a little boy and the ice cream truck’s jingle sent me running for loose change on a hot summer day. These days, I’m just trying to get at goodies of ...read more

Tags: aviation industry, cobalt, fuel efficient airlines, price of oil, superalloys
Posted in Commodities, Emerging Markets, Oil | 1 Comment »

Investing in Vanadium

Jul 15th, 2008 | By Chris Mayer | Category: Commodities, Emerging Markets

Ultra high-strength and super-light steels are the plastics of the 21st century. There is high demand for these steels for use in everything from jet engines to rail components. In turn, there is a big push for the quirky metals so critical in making them. And in those quirky metals ...read more

Tags: fuel efficiency, Investing in Vanadium, Largo Resources, rare medals, vanadium
Posted in Commodities, Emerging Markets | 6 comments