Sleuthing out a teaser pick from Rudy Martin's Emerging Market Winners

Or perhaps a better title would have been, “Pruning during a forest fire.” As the markets go through wild swings (no, that’s not right — swings move both ways — I mean “wild drops”), I feel as I often do at times like these: That I wish I had more cash to invest. I’d never […]

I’ve been so overwhelmed with gold and silver teases, and have written about them so many times over the last couple weeks, that I was really prepared to jump on anything that looked a bit more like a “real” company (ie, not just a commodity play or a hyped-up junior miner) … so here comes […]

This note should not be considered to indicate my opinions on any of the stocks herein, or to be any kind of market prognostication about the months ahead (I’m personally worried about the market this fall, but I rarely trade on such short term worries). But since I’ve promised to disclose my portfolio to you, […]

Brazil’s economy is finally growing now, a growth that it started getting credit for a few years ago, before the expansion really started — five years ago, it was enough that Brazil under President Lula seemed to have a handle on inflation and a reasonably pro-business government. Now, it’s one of the few large, stable […]