Sep 07, 2010

The Global Guru

The Global Guru E-Letter Archives
Date List
08/31/2010 Europe's Booming Southwest: Time to Invest?
08/25/2010 Top Hedge Fund Trades for the Second Half of 2010 -- Part 2
08/17/2010 Top Hedge Fund Trades for the Second Half of 2010 -- Part 1
08/10/2010 The Irrational Pessimist
08/03/2010 China vs. India: “The Hare vs. the Tortoise”
07/27/2010 The "Big Mac" Index for 2010
07/20/2010 Portugal: The "PIG" with a Little "P"
07/13/2010 Ireland: Test Case for PIGS Austerity
07/06/2010 Spain: The Biggest PIG(S)
06/29/2010 The World's Most (Un)popular Economist
06/22/2010 The PIGS and the Face of Economic Austerity
06/15/2010 Why You're Not Making Money
06/08/2010 European Welfare State R.I.P
06/01/2010 Currency Trading Part 3: The BRIC Currencies
05/25/2010 Currencies: The New Global Investing Game, Part 2
05/18/2010 Currency Trading: The New Global Investing Game
05/11/2010 Build Your Fortune BRIC by BRIC
05/04/2010 Why the Hedge Fund "All-Stars" Are Struggling
04/27/2010 The Next BRIC Economies: Pakistan, Asia's Edgiest Investment
04/20/2010 The Next BRIC Economy: Egypt -- Investing in the Land of the Pharaohs
04/13/2010 The Next BRIC Economies: Vietnam
04/06/2010 The Next BRIC Economies: "Talking Turkey"
03/31/2010 The "Next BRIC" Economies -- Indonesia
03/23/2010 The Future Ain't What It Used to Be
03/16/2010 Argentina -- A Cautionary Tale of Economic Decline
03/09/2010 Latin America's Bad Boy -- Colombia
03/02/2010 Latin America's Chile: A Top Stock Market Performer
02/23/2010 Latin America’s Mexico: The Next BRIC Economy?
02/16/2010 On Fiscal Follies and Economic Ne'er-Do-Wells
02/09/2010 Asian Tigers Revisited, Part 4
02/02/2010 Asian Tigers Revisited: The "Perfect Kid" -- Part 3
02/02/2010 Asian Tigers Revisited: The "Other China" -- Part 2
01/19/2010 The "Asian Tigers" Revisited -- Part 1
01/12/2010 The Secret to Turbocharging Your Profits in Global Markets
01/05/2010 Two Contrarian Trades for the Coming Decade
12/22/2009 Five Contrarian Investment Themes for 2010 and Beyond
12/15/2009 On Gurus and Predictions
12/08/2009 Is China the Next Dubai?
12/03/2009 Webcast 12/03/09: The Top 5 Global Stocks That Will Make You a Fortune
12/01/2009 The Failure of Capitalism...
11/24/2009 Lessons from the Cradle of Civilization
11/17/2009 Brazil: The Booming BRIC
11/10/2009 The Fall of the Berlin Wall: A 20-Year Adventure
11/03/2009 California Dreamin'
10/27/2009 Objective: Moscow!
10/20/2009 Make Your Fortune from the "Rise of the Rest"
10/13/2009 Your Secret "Edge" to Getting Rich in Global Stocks
10/07/2009 Three "Critically Counterintuitive" Rules of Investment
09/29/2009 Why You Should Pile into the Stock Market
09/22/2009 How to Profit from the Crumbling Greenback
09/15/2009 How to Make A Fortune in the "Next BRICs"
09/08/2009 Top Five Investment Themes for the Rest of 2009
09/01/2009 A Peculiarly Dangerous Month
08/25/2009 Is the Bull Back?
08/18/2009 The World's Sweetest Investment
08/11/2009 The Silver Lining to a Falling Dollar
08/04/2009 Is the Yale Model Dead?
07/28/2009 The Irrational Investor
07/21/2009 The World's Surprising Economic Superpower
07/14/2009 Prediction Is Hard...
07/07/2009 Why Statistics Are Like a Bikini...
06/30/2009 The Halftime Report for 2009: The Global State Of Play
06/24/2009 How to Profit from "The Mother of All Markets"
06/16/2009 Is "Decoupling" Back?
06/09/2009 The Global Tax Tea Party
06/02/2009 The Commodity Bull is Back
05/26/2009 The Demise of the Dollar: "Safe Haven" No More
05/19/2009 The "Other Chinas"
05/12/2009 Top 5 Investment Themes for the Coming Economic Recovery
05/05/2009 Global Guru: Are Emerging Markets Back?
04/28/2009 The Law of Unintended Consequences
04/21/2009 The Rarest Security on Earth
04/14/2009 The Sad Story of Europe's Economic Ne'er-Do-Well
04/07/2009 The World According to George Soros
03/31/2009 The Death of Modern Finance
03/24/2009 The Global Guru: Markets on a Knife's Edge
03/17/2009 Predictions of a Top Hedge Fund Manager
03/10/2009 New World, New Rules
03/03/2009 Diversification R.I.P?
02/24/2009 Europe's Subprime Nations
02/17/2009 The Great Depression of 2009
02/10/2009 How to Invest Like Harvard
02/04/2009 The Revival of "Animal Spirits"
01/27/2009 Britain Gone Bust
01/21/2009 The Obama Presidency: The World's Biggest Mania?
01/15/2009 Ben Bernanke Speaks in London, Selling Michigan, and Traders' Fingers
01/08/2009 A Look Back At 2008... And a Prediction For 2009
12/23/2008 The World Will Only End Once
12/16/2008 The World's #1 Con Artist
12/09/2008 The Angry Investor
12/02/2008 Why I'm Optimistic
11/25/2008 Investment Talent Is Overrated
11/18/2008 This Time It's Different
11/11/2008 The Hedge Fund Meltdown of 2008
11/05/2008 Emerging Markets: It's a Long Way to the Top
10/28/2008 The Folly of the Cassandras
10/21/2008 The Scandal of Prediction
10/14/2008 The Remarkable Rise of Africa: The Final Investment Frontier
10/07/2008 Europe's Schadenfreude: Time to Get Over It
09/30/2008 The U.S. Bailout Plan: "Get This Done!"
09/23/2008 The Financial Crisis of 2008: Nothing New Under The Financial Sun
09/16/2008 The Russian Rout
09/09/2008 The World's Only Bull Market
09/02/2008 The Lure of the Gulf States
08/26/2008 Betting on Iraq: The Other Surge
08/19/2008 King Dollar Rallies
08/12/2008 The Top Five Global Investment Megatrends of 2008 Will Make You A Fortune
08/05/2008 The "Big Mac" Index for 2008
07/29/2008 Hedge Funds Battle Global Turmoil
07/22/2008 The Global Guru: George Soros Turns Bullish?
07/15/2008 Lessons For Today's Market From Sir John Templeton
07/08/2008 The "Other China": The Next Major Stock Market Boom
07/01/2008 The Halftime Report Of 2008: A Global State Of Play
06/24/2008 Six Ways in Which the World is Different from the Way You Think It Is
06/17/2008 The China Obsession
06/10/2008 The Biggest Investment Boom in History
06/03/2008 The Return of Inflation
05/27/2008 Sell in May And Go Away?
05/20/2008 Profiting From King Coal
05/13/2008 The Cell Phone Megatrend: The Battle for Africa
05/06/2008 The #1 Market of 2008: Why Brazil is 4x Better Than China
04/29/2008 The Secrets of Top Hedge Fund Performance
04/22/2008 The Tyranny of the Negative Headline
04/15/2008 Bigger and Better Than China
04/08/2008 The Elephant Awakes: The Remarkable Rise of India
04/01/2008 The Global Stock Market Funk: U.S. Stocks' 'Lost Decade'
03/25/2008 Turning The Corner: Has the Market Bottomed?
03/18/2008 The Real Reason Behind Bear Stearns' Demise
03/11/2008 Winning Tactics On Today's Financial Battlefield
03/04/2008 The Russian Elections: A Sham With Consequences
02/26/2008 The World's #1 Bull Market
02/19/2008 The Great Decoupling
02/12/2008 The Secrets Of Successful Hedge Fund Managers
02/05/2008 The Global Financial Crisis Of 2008
01/29/2008 France's Rogue Trader
01/22/2008 Global Markets Plummet: What Is To Be Done?
01/15/2008 The Collapse Of The British Pound
01/08/2008 Japan's Recovery: Top Global Market In 2008?
01/02/2008 A Look Back At 2007... And Predictions For 2008
12/18/2007 The ADR Revolution
12/11/2007 The Perils Of Prediction
12/04/2007 Booming Brazil: An 11x Return Dancing The Samba
11/27/2007 The China Stock Bubble
11/20/2007 Gold's Bull Market
11/13/2007 The Death Of The Dollar
11/06/2007 The U.S. Economic Map Vs. The World
10/30/2007 China In Africa: The New Colonizers
10/23/2007 Mapping The Markets: The Big, Big Picture
10/16/2007 The Booming BRICs
10/09/2007 The New Global Power Brokers
10/02/2007 The Secret Commodities Boom
09/28/2007 The Andrew Carnegie Of The 21st Century
09/25/2007 Investing In Uranium: The Bull Is Back?
09/21/2007 Banking Collapse: The Northern Rock Chips
09/18/2007 Chinese Banks: The World's #1 Subprime Problem
09/14/2007 Pity The Dollar
09/11/2007 Commodities Supercycle Revisited: Baby Out With The Bathwater?
09/07/2007 The Global Rankings Game
09/04/2007 Hedge Fund Inferno: A Summer Of Discontent
08/31/2007 Harvard Near The Top Of The Class
08/28/2007 The Wailing Of The Cassandras
08/24/2007 Emerging Markets: Subprime Nations No More
08/21/2007 India Turns 60
08/17/2007 Quakes In Quantitative Trading
08/14/2007 Ask The Guru: On Stop Losses, Emerging Markets, And The Global Market Outlook
08/10/2007 Currencies Out Of Kilt
08/07/2007 "ASK THE GURU"
08/03/2007 The Good News About The Global Credit Crunch
07/31/2007 Subprime Woes
07/27/2007 Mr. Market And The Rocket Scientists
07/24/2007 Profits In India: Prospects For The Indian Stock Exchange
07/20/2007 Cracks In The Great Wall Of China
07/17/2007 The Rise Of Emerging Markets
07/13/2007 George Soros's #1 Investment Secret Revealed
07/10/2007 Private Equity: The New Masters Of The Universe
07/06/2007 The Halftime Report Of 2007: A Global State Of Play
07/03/2007 The FT's Top 500 And The Global Shuffle Of 2007
06/29/2007 Investing In Silver: The Least Loved Precious Metal
06/26/2007 The Coming Market Crash
06/22/2007 How To Play The Global Real Estate Game
06/19/2007 The Next China
06/15/2007 On Black Swans And Markets
06/12/2007 The #1 Contrarian Indicator
06/08/2007 High Tech India Awakes
06/05/2007 Investing In Russia: The Russian Bear Flashes Its Claws
06/01/2007 How To Profit From The World's Biggest Casino
05/29/2007 The Secret Societies That Make Hedge Funds Yesterday's News
05/25/2007 The Four Most Dangerous Words In Investments: "This Time It's Different"
05/22/2007 The Top Four Hedge Fund Myths
05/18/2007 The Top Five Global Megatrends That Will Make You A Fortune
05/15/2007 Investing In Soft Commodities: The Other Commodities Boom
05/11/2007 Europe's Reagan Revolution
05/08/2007 The Sarkozy Revolution: France's Margaret Thatcher?
05/04/2007 Stoking Your Portfolio With Coal: Energy's Black Sheep
05/01/2007 Investing In Africa: How To Profit From The World's Underachiever
04/27/2007 China's Stock Mania Revisited: The Anatomy Of A Financial Mania
04/24/2007 The Return Of The Global Free Lunch
04/20/2007 European Currencies: Riding The Wave Of Appreciation
04/17/2007 The Petrodollar Power Of Saudi Arabia
04/13/2007 The Commodities Super Cycle
04/10/2007 The Forbes Global 2000: The World's Top Companies
04/06/2007 The World's Most Surprising Shortage
03/30/2007 Investing In The World's Most Precious Resource
03/27/2007 The New Seven Sisters: The World's Most Powerful Oil Companies
03/23/2007 Europe's Mid-Life Crisis: Europe Turns 50
03/20/2007 Investing In Switzerland: An Impeccable Time Piece -- If A Bit Slow Moving
03/16/2007 The Emerging Markets Century: The World's Top 25 "World Class Emerging Multinationals"
03/13/2007 Ranking The Global Cities
03/09/2007 The French Revolution Of 2007
03/06/2007 The Trade Of The Decade
03/02/2007 Surviving Mr. Market's Moodswings
02/27/2007 Taiwan: Investing In The "Other China"
02/23/2007 Riding The Latin American Roller Coaster
02/20/2007 The Nordic Model Undressed
02/16/2007 The Global Mobile Phone Megatrend: Sounds Like an Opportunity
02/13/2007 Let Economic Freedom Ring
02/09/2007 How to Profit from the “Big Mac” Index
02/06/2007 Dubai: The Gem of the Middle East
02/02/2007 The Coming Collapse Of Chinese Banks
01/30/2007 Investing In Global Stocks: "I'm Lovin' It"
01/26/2007 Davos 2007: The Shifting Wisdom Of The Global Power Elite
01/23/2007 On Oil Price Gyrations
01/19/2007 The China Mania
01/16/2007 Singapore: Profiting from the Land of the Philosopher Kings
01/12/2007 Growth In Global Financial Assets Explodes
01/09/2007 The World's #1 Cellular Market
01/05/2007 Frontier Markets: Big Risk, Big Profits
01/02/2007 Chinese Bank is #2
12/29/2006 2006 in Review
12/22/2006 The Birth Of A Global Stock Exchange: Part 2
12/19/2006 The World's Most Valuable Companies
12/15/2006 The Decline Of The Dollar
12/12/2006 Brics Turn Five
12/08/2006 How To Profit From The Flat Tax Revolution
12/05/2006 How London Overtook New York
12/01/2006 The Global Equity Rally and Mr. Market's Mood Swings
11/28/2006 Don't Fear Irrational Equanimity
11/24/2006 Investing in Turkey: A Macroeconomic Problem Child Makes Good
11/21/2006 The Decline and Rise of U.S. Capital Markets
11/17/2006 The Hedge Fund Strategy That Made George Soros a Billionaire
11/14/2006 The Last Free Lunch in Global Investing
11/10/2006 Investing in Vietnam: Good Morning
11/07/2006 Investing in Ireland: The Surprising Roar of the Celtic Tiger
11/03/2006 Investing in France: Profiting from a Very Fashionable Decline
10/31/2006 The Secret of Innovation: Investing in Global R&D
10/27/2006 The Pearl of China: Investing in Hong Kong
10/24/2006 The Hungarian Protests of 2006
10/20/2006 Investing in South Korea: An Asian Tiger Roars
10/17/2006 Commodities Investing: Boom Gone Bust?
10/13/2006 Lessons from a 50-Year Career in Global Investing
10/10/2006 London's Alternative Investment Market (AIM): The New Nasdaq?
10/06/2006 The Rise of Rajs: Indian Investors Go Global
10/03/2006 Investing in Austria: The Alpine Tiger Roars
09/29/2006 Investing in Spain and the Rise of the New Conquistadors
09/26/2006 The Rise of the "Global Challengers"
09/25/2006 Global Investing and Political Ne'er Do Wells
09/19/2006 South Africa: Global Pariah Makes Good
09/15/2006 The Global Economy: The State of Play
09/12/2006 Global Housing Boom: Boom to Bust?
09/08/2006 Australia: The Lucky Country
09/05/2006 Asia's Las Vegas
09/01/2006 The Choppy Summer Of 2006
08/29/2006 Building The China Brand
08/25/2006 Swedish Model: Exposed!
08/22/2006 The Global Secrets Of Local Success
08/21/2006 The Rise of the New Global Champions
08/15/2006 How to Buy Foreign Stocks
08/11/2006 Energy and Oil Investing
08/08/2006 Non Sempre Fidel-Cuba After Castro
08/04/2006 The Rise of the "European Champions"
08/01/2006 How To Invest Like Yale
07/28/2006 Dionysus' Nectar: The Art of Investing in Fine Wines
07/25/2006 The Saudi Prince Has No Clothes
07/21/2006 Giving the U.S. Tigers Their Due
07/18/2006 Israel: Prosperity in the Midst of Upheaval
07/14/2006 Mexico: Emerging Giant South of the Border
07/11/2006 The Toyota Enigma
07/07/2006 Germany: A Giant Awakes?
07/03/2006 The Halftime Report: Riding The Roller Coaster
06/30/2006 Currency Trading Goes Mainstream
06/27/2006 Emerging Markets: Boom and Bust
06/23/2006 The Chinese Dragon Awakes
06/20/2006 The Outsourcing Megatrend
06/16/2006 The Fall and Rise of Russia
06/13/2006 The FT's Top 500 and the Global Shuffle
06/09/2006 Hedgestock 2006: A Summer of Love -- And Money
06/06/2006 India: Crouching Tiger Unleashed
06/02/2006 How to Survive the Correction
05/30/2006 Warning: Avoid Chinese Banks!
05/26/2006 Brazil: The Future Is Now
05/22/2006 2006: The Birth of a Global Stock Exchange
05/16/2006 A Tipping Point for Global Investors?
05/12/2006 Build Your Fortune BRIC By BRIC
05/09/2006 Shorting Real Estate, Going Long on Commodities
05/05/2006 Double Your Money in the Land of the Rising Sun
05/02/2006 Why Fidelity Magellan Went Global -- And Why You Should Too
04/28/2006 Welcome to The Global Guru

 
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