What China’s Leaders Are Telling Me About Their Economy
by Monty Agarwal | Wednesday, September 12, 2012 at 8:30am
Even though I lived and worked in Asia for almost a decade in the early part of my career, I never had the opportunity to visit mainland China until recently. And it was quite an eye-opening experience. Last month, I was invited by the largest Chinese investment bank, CITICS, to speak at a financial innovation [More »]
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How to Profit from Exploding Volatility
by Monty Agarwal | Wednesday, September 5, 2012 at 8:30am
Stocks have been rising since June, and volatility — even though it’s on the rise — has still remained extremely low. That is a very bad sign for the markets, but not for investors … if you know what to do. A wild September is already under way, and today I’ll tell you how you [More »]
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Greece’s New Democracy: Change or Same-Old, Same-Old?
by Monty Agarwal | Wednesday, June 20, 2012 at 8:30am
This past weekend, Greek citizens voted the pro-bailout New Democracy and Pasok (Socialist) parties back into power. I have been writing about this for the past few weeks and have been forecasting a relief rally in the risk assets. But the rally is likely to prove fleeting, both in Greece and across the greater euro [More »]
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Is the Fed Getting Ready to Twist Again?
by Monty Agarwal | Wednesday, June 6, 2012 at 8:30am
Last week, I shared why it’s no longer easy to uncover visible investment trends, and how diversifying your portfolio simply by adding an array of asset classes is now a thing of the past. The main reason for this has been the massive increase in worldwide money printing, which has created a mountain of cash [More »]
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Could Euro Bonds Resolve the Debt Crisis, Prevent a ‘Grexit’?
by Monty Agarwal | Wednesday, May 23, 2012 at 8:30am
Sparks may fly later this week as France’s newly appointed president, Francois Hollande, meets with European leaders and conveys his conviction in the need for jointly issued euro-zone government bonds. Right now, each individual country in the euro zone issues bonds, but the European Central Bank (ECB) does not issue any euro bonds. This is [More »]
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Bonjour Francois Hollande … Au Revoir, Austerity!
by Monty Agarwal | Wednesday, May 9, 2012 at 8:30am
Two weeks ago, we saw the collapse of the Dutch coalition government and the first-round election win by Francois Hollande in France. The underlying theme in both these political victories was a cry for less austerity and more growth measures. The second major point was that we were starting to see the first cracks in [More »]
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Are the Dutch Cabinet, French Elections Sounding the Euro’s Death Knell?
by Monty Agarwal | Wednesday, April 25, 2012 at 8:30am
The European sovereign-debt crisis has meandered between bailouts, global interventions and central bank rhetoric on one side, and imminent disaster on the other. It makes one wonder what the death knell could sound like for the euro … and possibly for the European Union itself as we know it. That is, if we aren’t hearing [More »]
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Treasuries Topple, Easy Money Still Hard to Come By
by Monty Agarwal | Wednesday, April 11, 2012 at 8:30am
The recent rise in government-debt prices looked too good to be true. And with U.S. Treasury yields dipping to one-month lows, we see now that it was, as new economic reports show increased cause for concern. Recently, I shared with you why the rise in U.S. Treasury yields was highly premature. I was referring specifically [More »]
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The Real Truth Behind Rising Treasury Yields
by Monty Agarwal | Wednesday, March 28, 2012 at 8:30am
U.S. Treasury yields moved sharply higher after the Federal Open Market Committee (FOMC) met earlier this month. The chart below shows the change in the yield curve from a month ago to when the yields hit their peak and where they are now. The chart below shows that, while the short-term yields have remained anchored [More »]
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4 Reasons to Play this Final Investing Frontier
by Monty Agarwal | Wednesday, March 14, 2012 at 8:30am
As investors, most of us have looked in the rearview mirror and dreamed of owning Microsoft, Google, Apple or Amazon when they were still unrecognized and unloved … long before they multiplied in value and turned their early owners into millionaires, multiple times over. Nowadays, you may find yourself continually in search of the next [More »]
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What the Troika Doesn’t Want You to Know about Bailout 2.0
by Monty Agarwal | Wednesday, February 29, 2012 at 8:30am
Right before Germany voted to approve a second bailout for Greece this week, a top-secret debt-analysis report surfaced that only the top brass of the euro-zone finance ministers was supposed to see. My colleague Monty Agarwal has the details, and what it means for you as an investor. This information is too important for you [More »]
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Fed President: Bernanke Making "A PACT WITH THE DEVIL"
by Monty Agarwal | Sunday, October 31, 2010 at 6:23pm
When Fed President Hoenig declared last week that Bernanke is making “a pact with the devil,” he wasn’t kidding ... [More »]
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