From Tunisia and Egypt to the Rest of the Middle East: Are we Re-living the Historic Days of Regime Change?
For the second part of our series on global hot spots, it should be pretty obvious where the news waves would have us cover: the Middle East, which might be living the days that the former eastern block of countries experienced starting in November 1989 with the fall...European Debt Scenarios and Prospects for Growth
A few weeks ago we wrote that we are optimistic that another deep crisis will be avoided and that the Euro will survive. Recent developments and scenarios are unfolding that seem to confirm that optimism. However, we remain cautious for the next couple of months,...On Hotspots and their Place in the Emerging and Frontier World: Part I, the Cases of Kyrgyzstan and Tajikistan
We’ve mentioned on several occasions in previous newsletters and commentaries our positive growth outlook for numerous emerging economies in the near future and the growing interconnectedness among them. This isn’t the first time that developing players...The Mark of Debt: Hysteresis in Municipal Bonds in the Saga of Bubbles
We have written briefly before (July 2010 commentary) on the dangers of the municipal bond market. In this commentary we make the claim that the housing sector leaves a mark of hysteresis in the municipal bond market, which has already started to exhibit signs of...A WATERSHED MOMENT FOR INVESTORS
Yesterday we ran performance reports for our portfolios1. Our composite return across all portfolios was 18.11%. For comparison, our aggressive portfolio’s aggregate return was 35.95%. Annualized, these figures would exceed 35% and 50%, respectively. We...Sign Up for Our Publications
