The quantitative easing recently announced by the Bank of Japan may benefit investors who hold Japanese equities, but Ron Rimkus, CFA, sees the classic makings of one big investment bubble. Read more
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Currencies must be trusted by large numbers of people. However, in light of the recent history of fiat money (and the gross indebtedness of many nations), trust is rapidly eroding. So is Bitcoin a natural step in the evolution of money? Read more
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The United States is at war, but not in the conventional sense. There are no troops on the ground. There are no drone strikes. Instead, the weapon of choice is the US dollar and the “enemy” is America’s trading partners. Welcome … Read more
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A wrap-up of key issues affecting global markets for fundamental investors.
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“The Americans or the Chinese?” asks risk expert and chairman at Intelligence Capital Limited, Avinash Persaud, at the CFA Institute Middle East investment Conference. Read more
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President Richard Nixon’s decision to untether the US dollar from gold has left a harsh and lasting legacy for economies all around the globe. Read more
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
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Thomas Mayer argues persuasively that Europe’s Economic and Monetary Union (EMU) could work if the member states would embrace a new EMU architecture. Even though all past monetary unions of sovereign states have failed, Mayer remains hopeful that the EMU can develop a more robust framework and contribute to the historical work of European unification. Read more
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