-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Portolio
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Tag Archives: BRICs
No Joy In Shortsville As Noise Traders Find No Sellers
In 1990 Brad De Long, Andrei Scheifer, Larry Summers, and Robert Waldmann published, Noise Trader Risk in Financial Markets, in the Journal of Political Economy. The piece made the distinction between short-term traders with long-term investors and concluded that their … Continue reading
PetroBlahs
This dog has hurt us big time over the years. So much for state-directed capitalism and one reason, in our opinion, why the markets are shitting BRICs! Back in 2008 Goldman Sachs listed Petrobras’ share price at $60, now-a-days it … Continue reading
Ruchir Sharma: Breakout Nations and the Commodity Bubble
This CNBC Fast Money interview with Ruchir Sharma is a must view. His newly published book, Breakout Nations, also looks like a must read and is in definitely on our reading list. Sharma also has a good piece in The … Continue reading
Posted in BRICs, Commodities, Crude Oil, Uncategorized
Tagged Brazil, Breakout Nations, BRICs, Ruchir Sharma
6 Comments
Building the New World Order: BRIC By BRICS
(click here if video is not observable)
Posted in BRICs, Geopolitical
Tagged Brazil, BRICs, China, India, New World Order, Russia, South Africa
Leave a comment
Week in Review: Can the European Center Hold?
What a week. What a year. Who would have predicted that U.S. bonds, even in foreign currencies and a sovereign downgrade, would be outperforming the BRIC equity indices and copper by several hundred basis points in mid-August? Stunning and a … Continue reading
Posted in Uncategorized, Week in Review
Tagged Apple, bonds, BRICs, Commodites, Copper, dollar, Stocks, Swiss Franc
3 Comments
The Russia Forum 2011 – Faber and Taleb
Is Russia the Best or Worst in BRIC? The discount to which Russia trades when compared to Brazil, China, and India begs the question of whether Russia is in fact a fast growing emerging economy. Whilst the consumer and financial … Continue reading
The Comps of Doing Business in the G5 and BRICs
The President spoke a lot about competitiveness in his State of the Union last night so we thought we’d do a little comparative analysis. Sorry to throw so many charts at you but we think they’re a little more sexy … Continue reading
Posted in BRICs, Charts, Economics, Japan
Tagged BRICs, Business, G5, World Economic Forum
Leave a comment
THICK AS A BRIC – U.S. Stocks Outperform Star E.M.s
To the surprise of many, the U.S. stock indices are set to outperform those of the beloved BRICs in 2010. As of December 23rd, China and Brazil are down for the year with the Russian RTS the top performer, up … Continue reading
Posted in BRICs, Charts, China, Currency, Equities, Uncategorized
Tagged BRICs, China, Currencies, Equities, U.S. Stocks
Leave a comment
IMF Concludes 403.3 Tonne Gold Sale
The International Monetary Fund announced today they have concluded their sale of 403.3 metric tonnes of gold, which was approved by the Executive Board in September 2009. From the press release, These sales are a central element of the new income … Continue reading
Gold Spike Coming? Straw BRICs to Gold BRICs
There’s lots of chatter about China buying gold. It was a big factor in Friday’s $30 move. Jim Cramer was all over it, pounding the table the “secular trend” is not going away. The Wall Street Journal reported Friday, Data … Continue reading