emerging-market

The Last Bulls Standing – Not Everyone is Urging Investors to Sell in May

This week’s investor groupthink came courtesy of the American investment banks, a number of which turned bearish on U.S. stocks at around the same time. From Goldman Sachs to Bank of America Merrill Lynch to Citigroup, analysts were making calls this week urging investors to sell in May and goContinue Reading

Possible Effects of Global Imbalances on Investors

In: Featured, Investing

McKinsey & Company’s Globalization’s critical imbalances in the McKinsey Quarterly report provides a readable summary of those issues along with some implications that, though they are directed at a corporate audience, provide food for thought for individual investors. Here are a few parts I think to be pertinent: “it wouldContinue Reading