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Emerging-Market Superstars: Hidden In Plain Sight

Emerging-Market Superstars: Hidden In Plain Sight

By Alliance Bernstein Great companies can come from anywhere, and emerging markets have more than their fair share. We’ve identified three megatrends we expect to give birth to tomorrow’s superstars—and that no globally inclined portfolio should be without. The case for emerging equities has improved. Bellwether gauges of collective emerging-market (EM) economic growth—including China’s power, […]
Mugged By Reality; Many Still Yet To Be Convinced

Mugged By Reality; Many Still Yet To Be Convinced

In August 2014, Federal Reserve Vice Chairman Stanley Fischer admitted to an audience in Sweden the possibility in some unusually candid terms that maybe they (economists, not Sweden) didn’t know what they were doing. His speech was lost in the times, those being the middle of that year where the Fed, having already started to […]
Trump Effect: Week In Review – Friday, March 10

Trump Effect: Week In Review – Friday, March 10

This week, health care reform was in the spotlight, with the House Republicans introducing the “American Health Care Act,” intended to repeal and replace the so-called “Obamacare.” Meanwhile, President Donald Trump once again took to Twitter to discuss drug pricing, reiterating his commitment to increase competition in the pharmaceutical sector. HEALTH CARE: On Monday night, […]
States Consider Removing Income And Sales Taxes From The Monetary Metals

States Consider Removing Income And Sales Taxes From The Monetary Metals

Listen to the Podcast Audio: Click Here   Precious metals markets can certainly be volatile from week to week, but over time they are a more reliable store of value than Federal Reserve Notes. Gold and silver remain the world’s most enduring and most widely recognized form of money. And, as spelled out in the […]
Emerging Markets: What Has Changed – Friday, Mar. 10

Emerging Markets: What Has Changed – Friday, Mar. 10

Written by my colleague Dr. Win Thin In the EM equity space, as measured by MSCI, Egypt (+3.5%), Korea (+0.9%), and Hong Kong (+0.5%) have outperformed this week, while Peru (-5.1%), Russia (-4.6%), and Brazil (-3.0%) have underperformed. To put this in better context, MSCI EM fell -0.4% this week while MSCI DM fell -0.1%. […]
Toronto-Dominion Bank Shares Plunge Amid Scathing Retail Fraud Allegations

Toronto-Dominion Bank Shares Plunge Amid Scathing Retail Fraud Allegations

Toronto-Dominion Bank (NYSE:TD) shares were off as much as 4% on Friday, as allegations surfaced from several current and former employees of widespread pressure to meet sales quotas at any cost — including potentially lying to and defrauding customers.
Market Sentiment – Friday, March 10

Market Sentiment – Friday, March 10

The SPX is overdue for a correction. It showed signs this week that maybe the correction finally started, but the bounce today off the 20-day keeps the SPX within its uptrend that started the day after the election. Junk bonds took a beating this week. Generally, I find that weakness in junk bonds is not […]
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                        Should Lear Corporation Be In Your Portfolio?

E Should Lear Corporation Be In Your Portfolio?

Almost all of us use the products put out by the Lear Corporation on a daily basis. But should this stock be in your portfolio? Video Length: 00:06:12
Bitcoin Crashes Below $1000 After SEC Rejects ETF

Bitcoin Crashes Below $1000 After SEC Rejects ETF

After much anticipation (and a spike to record highs earlier today), The SEC has decided to reject the Winklevoss application for a Bitcoin ETF. The SEC premise appears to be the unregulated natuire of the underlying: Based on the record before it, the Commission believes that the significant markets for bitcoin are unregulated. Therefore, as the […]