Is green the new black gold?

Since energy is going to be the dominant factor in making our investment decisions for the next decade, I thought it would be a good time to sit down with Carl Pope, executive director of the Sierra Club. Carl is as sharp as a tack, with the fervor of an evangelist, always a dangerous combination...

The Sushi Market Crashes

The sushi market has crashed. Premium blue fin tuna for sale at Tokyo’s Tsukuji fish market, where I once lived next door, have seen prices drop 30 percent in the past year...

The long-term bull

I don’t normally rely on National Geographic magazine for investment advice, but in the June issue the screaming long term bull case for the soft commodities is there in all its glory...

Viva Las Vegas

Last week, I dropped in on the rock festival of investment conferences, the Las Vegas Money Show, at the posh and cavernous Mandalay Bay Hotel. A mild 95 degrees outside, I mingled with the Hawaiian shirt and cargo short wearing masses, with a sharp eye out for the next big investment themes...

Top performers emerging markets

Anyone who had any doubts about where the future of equity investment lies should check out international index moves since March 9...

Wells Fargo Bank Shock The Street

So there is life after near death! Wells Fargo (WFC) stunned the street with a surprise $3 billion profit in Q1, vastly better than expectations...

Gold good for the long haul

“There is room for bulls and bears, but pigs get slaughtered,” said Peter Munk, the legendary founder and CEO of Barrick Gold, the world’s largest gold producer...

Japan: Praying for an American recovery

Japan’s closely watched Tankan report was released last week, a quarterly report of business sentiment, showing its sharpest drop in history, cliff diving from -24 to -58...

What is the Next Big Thing?

A big chunk of the growth this decade sprang from artificial and ephemeral real estate gains, which have since gone poof! There is nothing to replace it until we invent something new...

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