Where the heck are we in the economic cycle anyway? The answer is important in deciding what sectors to overweight
Are you in the right sectors of the stock market for this point in the economic recovery? Solid data stretching back to 1945 show that certain industries and sectors outperform during specific stages of any economic recovery. No argument from me on that. I think...My five picks on the global markets to overweight in 2011
How did the stock market do in 2010? Depends. Which stock market are you talking about? The United States–where the Standard & Poor’s 500 stock index climbed 15%–or Spain—down 19% for 2010? China–where the iShares FTSE China 25 was up just 3.5%...Why 2010 was so volatile–and why 2011 will be just as wild a ride
Take the long view and look at 2010 as a whole now that we’re near the year’s end, and it looks just slightly better than average for the stock market. In 2010, in fact, investors earned a return that clearly but not hugely above the stock market average...If we may be headed to a bubble and bust, what should we do about it?
Double double toil and trouble. The world’s financial market are only facing two witches stirring the pot, but between them they’re quite capable of adding a third bubble and bust in 2011 to the run that began in 2000 and continued with 2007. I’d be a lot less worried...Watch out for 2011–that's when the global economy is projected to be weakest
Not exactly unexpected but still surprising. On October 6 the IMF (International Monetary Fund) released its forecast for global economic growth 2010 and 2011. Once again developing economies will lead global growth. Nothing unexpected there. But what is surprising is...Will China rebalance its economy? The Communist Party meeting that starts on October 15 will tell
More of the same growth at all costs plan or something different? That’s the big question that will be fought out when China’s leaders meet for the Communist Party’s annual get together from October 15 through 18. The meeting will set China’s next five-year economic...Buy Gerdau (GGB)
Brazilian steel maker Gerdau (ADR: GGB) is on the march in the U.S. steel market and back home in Brazil. In the United States: in August, the company acquired the remainder of the shares of its 66% owned U.S. subsidiary Gerdau Ameristeel. That gives Gerdau a wholly...China's manufacturing picks up–maybe.
But what does it mean? Time to get out the thumbscrews and the Spanish boot and torture the data. Numbers released on September 1 showed manufacturing rebounding in China for August after a weak July. It could mean that China’s “slowdown” won’t be as slow as feared....Thinking long term right now is hard–which is why it's worth doing
Vacation’s over. Sigh. But I remember… We had just passed the solar farm—acres and acres of solar cells pointed toward the hot Puglia sun when we hit the traffic jam. A shepherd and his two dogs were guiding about 100 sheep down the road and that had stopped...The new global supply chain means pain for many and opportunities for a few
Foxconn International Holdings, the publicly traded subsidiary of Hon Hai Precision Industry, the world’s largest electronics contract manufacturer, is moving its iPhone production to Zhengzhou in China’s Henan Provence. The company is also moving its iPad...Jim’s Daily Email Alerts:
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