Insights

 

Economic Outlook
November 04, 2009 Posted by
I have always been a value investor. It always made sense to me that prices can be off-market for short periods of time, but tend to revert to the appropriate clearing level, acting as an equalizer between supply and demand. Basically, different views on value compete in the open marketplace until prices settle. We've all seen this mechanism in action time and time again.
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FX Outlook
November 03, 2009 Posted by

As in other major economies, production in Japan is on a recovery course driven by inventory adjustments. However, Japan's production recovery is not showing its usual high sensitivity to the global economy in this cycle. It is lagging major Asian

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Observation Deck
November 02, 2009 Posted by

Historically, gold has been a precious commodity used for trade, jewelry, medicine and decoration. In more recent times, it has been used as a hedge against inflation. There are many investors who currently believe our country is heading into an inflationary environment, pushing up the price of gold. But we do not see any data to support the position that inflation will spiral out of control
anytime in the near future.

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Economic Outlook
October 27, 2009 Posted by
With Halloween just around the corner, it is an excellent time to reflect on the horror the economy has faced, realizing good times will return though they may have a new definition.
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Economic Outlook
October 20, 2009 Posted by
For the 26th and 27th time last week something thrilling happened.
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FX Outlook
October 20, 2009 Posted by
There seems to be growing concern about the dollar's recent weakness - some might even call it hysteria.
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FX Outlook
October 13, 2009 Posted by
Even with 30 years of navigating the currency markets as trader, advisor and analyst, I still argue that consistent success in predicting currency rate moves is difficult to achieve.
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Economic Outlook
October 13, 2009 Posted by
For those of you who never really get away from it all, I highly recommend a vacation. I'm talking about a full-fledged separation from the work life, a break from the daily grind.
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