RED-HOT CHINA MAY BURN LONG-TERM INVESTORS $FXI $ABT $MJN

  Please click here to enlarge the chart. After the Communist Party's Central Committee meeting ended, China has issued a 20,000-word document discussing reforms. The document contains 60 items, and plans for results to be achieved by ...
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HUNGRY FOR GROWTH? GO TO INDONESIA $FXI $IDX

It is no secret that growth in developed markets has remarkably slowed. Investors who are looking for growth markets have no choice but to allocate a portion of their portfolios to emerging markets. However, the ...
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EMERGING MARKETS START THE YEAR ON A TEAR ON FISCAL CLIFF RESOLUTION $EEM $FXI $EPI $INP $EWW $AFK $RSX

This post was just published on ZYX Emerging Markets ETF Alert. Emerging markets are starting out the year on a tear on the fiscal cliff resolution.  However, the optimism is misplaced. Only one part of the three-part ...
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FISCAL CLIFF RESOLVED, BUT SUPER CLIFF AHEAD $GLD $SLV $TBT $AAPL $QQQ $SPY $GDX

Our prediction that the fiscal cliff would be resolved has turned out to be partially right. It is important not to get carried away with optimism because only one part of the three-part puzzle has been ...
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SOLID DISCOUNTS IN EMERGING MARKETS ASSETS

Astute long-term investors are getting increasingly tired of quantitative easing (QE) or similar monetary moves from the Federal Reserve Bank, Bank of England, Bank of Japan, the European Central Bank, and the People's Bank of ...
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SELL CHINA, BUY TAIWAN

While the S&P 500 is making highs, the Chinese market is beginning to dip. The big news is the firing of Bo Xilai, the populist leader. Bo was the head of Chongqing Municipality. Bo successfully led ...
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CHINA SUPER CYCLE IS OVER

The China super cycle is over. China will still grow at a heady pace, but I believe the torrid growth rates of 10% plus are a thing of the past. In my article, Generate wealth in ...
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GENERATE WEALTH IN 2012 AND BEYOND

The key to generating wealth over a long period of time is to identify when one macro cycle ends and a new macro cycle begins. In economics, a macro cycle is defined as a cycle ...
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DRAGHI CHANGES THE GAME FOR STOCKS, GOLD, SILVER AND OIL

It turns out that Mario Draghi is Super Mario. Mario Draghi is an ex-central bank governor of Italy who just took over from Jean-Claude Trichet the presidency of the European Central Bank (ECB). In a surprise ...
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