…been recommending that you subscribe to David Bahnsen’s Dividend Café. The Dividend Café is a short daily summary combined with pithy market wisdom and commentary, plus one weekend thought piece which will make you a better investor. I suggest you try it out. I have written a white paper called…
The Enduring Allure of China By Peter Zeihan The Industrial and Commercial Bank of China (ICBC) is expected to raise nearly $22 billion in an initial public offering (IPO)—the largest in history—after shares are made available to retail investors Oct. 27. The ICBC offering is the latest in a series…
Iraq, Iran, and the Next Move April 26, 2011 By George Friedman The United States told the Iraqi government last week that if it wants U.S. troops to remain in Iraq beyond the deadline of Dec. 31, 2011, as stipulated by the current Status of Forces Agreement between Washington and…
Secondly, along with my partners Altegris Investments, I will be co-hosting our 6th annual Strategic Investment Conference in La Jolla, California, April 2-4. I have invited some of the top economic minds in the country to come and address us, giving us their views on what seems to be a…
Two Little-Noted Features Of The Markets And The Economy By Peter Bernstein This issue analyzes two significant aspects of the current environment, one financial and one from the real economy. Neither of these subjects has received the attention it deserves, yet both have important stories to tell. The financial discussion…
A Sideways View of the World Vitaliy Katsenelson What Happens in a Sideways Market MOST PEOPLE (MYSELF INCLUDED) find discussions about stock markets a bit esoteric; for us, it is a lot easier to relate to individual stocks. Since a stock market is just a collection of individual stocks, let’s…
Israel, Syria and the Glaring Secret By George Friedman What happened in the Middle East on Sept. 6? The first reports came from the Syrians, who said their air defenses fired at an Israeli warplane that had penetrated Syrian airspace and dropped some ordnance on the country’s North. The plane…
The Cure for High Prices The old line is that the cure for high prices is high prices. When prices rise, businesses tend to respond by producing more. If the price of something gets too high, then people buy less, which then leads to too much supply, which lowers prices.…
The Middle of an Era By George Friedman I have written in several places about a paradox. On the one hand, if you take a snapshot of the world every 20 years or so, the reality of how the world works and what matters will have shifted dramatically compared with…
…the more likely explanation. Subscribe to GARY SHILLING’S INSIGHT and you’ll receive: 13 Monthly Reports (25-35 pages) Via E-Mail for $335 ($375 Via Regular Mail) THAT’S 13 REPORTS FOR THE PRICE OF 12! You’ll also receive a FREE Special Report: “Market Myths.” In today’s volatile investment climate, investors’ yearning for…