Unlike other goods, the price formation of oil will be determined not only by supply and demand, but also in part by geopolitical considerations, and, more importantly, active price management.
U.S. rates are beginning to look like a body at rest. Rates have been contained within very narrow trading ranges, roughly 10 basis points, over the last three weeks.
Harvard University might not be the top business school in the United States according to Bloomberg BusinessWeek's latest rankings, but it still remains atop the WealthX list of business schools that have the most billionaire alumni. Harvard ha...
Emerging markets (EM) have fallen out of favor; long forgotten is the exciting heyday of BRIC investing, and tales of who would be the world's next superpower. To the contrary, we have convinced ourselves that the U.S. has decoupled from the...
The SEC approved Eaton Vance’s and NASDAQ’s application for creating a new innovative ETF structure called Exchanged Traded Managed Funds (ETMFs). So, now non-transparent actively-managed ETFs can come to market, even though the SEC...
It is very hard for most people to realize that the world has been – and still is – dealing with a global disinflationary wave. Central banks around the world are very worried that this disinflationary swoon will likely produce...
Looking for the bellwether of the U.S. economy? Think consumer goods stocks. First, there are staples. These are outfits that make the stuff people constantly want, companies like Proctor & Gamble (NYSE: PG) or Kimberly Clark (NYSE: KMB), and th...
