Tag: Financial Inbox
Profiting with the Spanish Conquistadors 2
In past editions of The Global Guru, I've written about The New Spanish Conquistadors -- Spanish companies that...
GLOBAL STOCK INVESTOR HOTLINE UPDATE 37
There are three words that I would use to describe the market’s behavior this past week: "noise, noise,...
The Global Bull: Nerves Frayed
It's been a nerve-wracking week for global markets. The ongoing credit woes, the deteriorating dollar, and it’s no...
GLOBAL STOCK INVESTOR HOTLINE UPDATE 36
Our Global Stock Investor portfolio ended the week broadly flat. Unusually, only a single Global Stock Investor stock,...
The Global Bull Takes A Breather
With all of the focus on the subprime woes of Merrill Lynch and Citibank -- and the subsequent...
GLOBAL STOCK INVESTOR HOTLINE UPDATE 35
The Q4 rally I predicted continues. Our Global Stock Investor had another strong week, with several of our...
THE GLOBAL BULL BETS ON BOMBAY
The emergence of India is one of the most important global investment themes of the decade. With India's...
GLOBAL STOCK INVESTOR HOTLINE UPDATE 34
This past week has been a roller coaster for our Global Stock Investor portfolio, with the market selling...
Banking On Brazil
This week's pick combines both a "top down" and "bottom up" theme -- and is one that I...
GLOBAL STOCK INVESTOR HOTLINE UPDATE 33
Our Global Stock Investor portfolio spent the last week consolidating its recent gains, as most of our positions...