Practical analysis for investment professionals
09 November 2012

Turning Points: Buffett’s Derivative Bets, China Mixed, Japan Changing, and the Euro Muddling Through

Posted In: Weekend Reads

A wrap-up of the key issues affecting global markets for fundamental investors:

Currencies

China’s Slowdown


Commodities

Derivatives

Euro Crisis

Hedge Fund Money

Interest Rates and Central Banks

Japanese Debt and Inflation

US Stocks

  • Boomerang buyers unlikely to return to the housing market quickly. (Wall Street Journal)
  • Ken Fisher lays out his top five picks for late stage bull market. (Bloomberg)

Real Estate

Time Capsule

For more news and trends, visit the Economics Community of Practice.


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

Photo credit: ©iStockphoto.com/GA161076

About the Author(s)
Ron Rimkus, CFA

Ron Rimkus, CFA, was Director of Economics & Alternative Assets at CFA Institute, where he wrote about economics, monetary policy, currencies, global macro, behavioral finance, fixed income and alternative investments, such as gold and bitcoin (among other things). Previously, he served as SVP and Director of Large-cap Equity Products for BB&T Asset Management, where he led a team of research analysts, 300 regional portfolio managers, client service specialists, and marketing staff. He also served as a Senior Vice President and Lead Portfolio Manager of large-cap equity products at Mesirow Financial. Rimkus earned a BA degree in economics from Brown University and his MBA from the Anderson School of Management at UCLA. Topical Expertise: Alternative Investments · Economics

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