Tag Archives: india
Berkshire Hathaway’s recent acquisition of rail operator Burlington Northern Santa Fe Corp has generated a tremendous amount of dialogue within the investment community. For one, the deal involves Warren Buffet, Berkshire’s iconic CEO and legendary value investor. The 79 year-old sage, whose succession plan remains one of the most tightly bound secrets in the industry, invited the rail operator to […]
Emerging markets have seen explosive growth over the past decade, but with the recent contraction in the global economy, investors have a chance to look at real growth in individual markets. There is no doubt in my mind that the boom over the past couple of years in some countries were due to insatiable investors overbuying in whatever country the […]
China Calls for Dollar Displacement, China Begins to Settle Trades in Renminbi, India Questions US$, Increase in Stimulus Spending?
News That Moves Markets Good morning readers, this is your Monday wake up call. The US$ is under attack and the budget deficit will continue to expand like the blackhole it is regardless of congressional protestations surrounding fiscal discipline. Instead of wasting time arguing about the inevitable and fearing the fallout let’s position the portfolio to benefit: Short US […]