From: James Cramer Sent: Wednesday, June 06, 2012 3:52 PM To: Nicole Urken Subject: Diageo / Brown Forman Let’s look at why these rallied so much. I think we need to do another “taste” test of the ...
If there is one hedge fund strategy that has never gone out of fashion, it is macro investing. In the Fortress Investment Group LLC (NYSE: FIG) President and Director Michael Novogratz was on Wall ...
Koo believes that Japan's "great recession" of 1991-2005 contains useful lessons for interpreting and dealing with the subprime mortgage crisis in the United States and with the burst financial ...
eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...
Macro Horizons covers the main macroeconomic and policy news events affecting foreign-exchange, fixed income and equity markets around the world, as selected by editors in New York, London and Hong ...
If there’s anything that I’ve learned over two decades as an investor, it’s that hindsight is 20/20—and history has a way of repeating itself. Given the macro uncertainty of the current environment, I ...
My previous macro article on the chemical industry explained how investors are viewing the sector through the wrong lens. Many are waiting for the onset of a macro GDP recession before investing, even ...
Macro-economic stability and economic growth drive each other, as the former helps boost investment and consumption while the latter creates foundation for achieving the former, Prime Minister Nguyen ...
Fiscal decentralization has been, and remains high on the policy agenda of many countries. It is mainly driven by political pressures, which tend to be especially evident in countries with multiple ...
"Macro is a funny business, right? Because you are a speculator at your core," Novogratz said. "And what macro guys do is forecast, and they forecast by kind of a strange formula of fundamental ...
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