…commodities from the developed world have demand from commodities exporting countries like Brazil, Russia and South Africa. Interest rate differentials are also lower and could continue to shrink as the…
…is coming in worse than expected, but I suspect that’s because the indexes use all of the forecasts including the pre-revision estimates, which makes the overall number a little stale….
…the yield curve; (3) and changes in bond prices due to future changes in yields. There is no reliable way to predict future changes in yields due to unanticipated future…
…imports. Lower commodity prices hurt because a lot of emerging market countries are often large commodities producers. Russia, for example, needs oil to trade above $100 per barrel in order…
…Even though Buffett doesn’t bat 1000 (no one does), I’d be willing to bet that this is a great acquisition for Berkshires in the coming years. The CEO is apparently…
…a single quarter comes in over 2.8 percent. How does that work? My favorite forecasting group, Vanguard, thinks that there’s a 43 percent chance that growth will be between 1.5…
…profits in dividends, but today, companies sit on mega cash hoards, go on acquisitions sprees or buy back their own shares in the public markets. It sounds so simple at…
…services instead of traditional currencies. Are Bitcoins a unit of account? Yes, one Bitcoin is one Bitcoin, anywhere in the world. Are Bitcoins a store of value? Hmm… Yes, so…
…far less tax-efficient than stocks – almost 25 percent of the return is lost to taxes. That makes sense because most of the return from bonds comes from interest income,…
