Brazil is emerging as one of the great stories of the 21st century. Sound economic policies and abundant natural resources have led to sustained economic growth. And investors are racing to get in to this Samba party — the iShares Brazil (NYSE: EWZ) exchange-traded… Read More

The world is changing fast. Economic dominance is undergoing an epic shift. According to the International Monetary Fund (IMF), the gross domestic product (GDP) of the world’s emerging… Read More

As my colleague Mike Turner has noted, September was one for the record books. [Read Mike’s... Read More

As my colleague Mike Turner has noted, September was one for the record books. [Read Mike’s article here] And as Mike notes, it never hurts to play a little defense after such a good run. But... Read More

Here’s the thing about sin: though ugly, it tends to roll on in any economy. This fact is a... Read More

Here’s the thing about sin: though ugly, it tends to roll on in any economy. This fact is a huge benefit to companies that deal in vice. When searching for investments in a slow-growth or... Read More

There are plenty of good reasons to believe inflation is coming. U.S. government debt has... Read More

There are plenty of good reasons to believe inflation is coming. U.S. government debt has surpassed $9 trillion, nearly tripling from $3.4 trillion in 2000. And things are getting worse. The... Read More

During the course of 2010, investors have continually fretted that the solar power industry was headed for severe slump. They worried that too many new factories were set to produce far more solar panels than the industry could absorb. And that supply increase was coming right at a time when… Read More

If you had a crystal ball in the 1960s, you probably would have seen that Japan would turn out to be a great investment. The country’s economy was growing nicely, family birth rates were high enough to ensure a young workforce, its education… Read More

Cyclical stocks have always been tricky for investors. At the bottom of an economic cycle, they can appear to have fairly high price-to-earnings (P/E) ratios as investors look ahead to better times. When the cycle improves and approaches a peak, the P/E multiple… Read More

Investing in China has not been for the faint of heart. Shares of major companies have surged and fallen in repeating cycles during the past few years. But take a step back and note that China’s economic growth has only been going one way… Read More

My top-rated stock this week (out of more than 6,000 stocks and ETFs) is a basic materials company that focuses on industrial metals, minerals and oil and gas. In general, I like the basic materials segment of the global economy and even more so… Read More