It was said by Herb Stein, economic advisor to Richard Nixon, "That which cannot continue won't". Looking at
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
Archive for February, 2011
February 14th, 2011
Hot Inflation Cools Emerging Markets
February 4th, 2011
Egypt Throws Investors a Curveball
Many investors make their investing decisions based in part on economic forecasts. This style of investing is
called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to
sectors and industries that will fare the best under the forecasted economic numbers…
called "top down" investing. The idea is to take the consensus economic forecast and allocate capital to
sectors and industries that will fare the best under the forecasted economic numbers…
