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Will a Capitol Hill Deal Change Anything for the U.S. Economy?
Wednesday, October 16, 2013 - 3:57pm | 566So, what's next? If, as it appears, the dysfunctional law-makers on Capitol Hill have pulled a last-minute deal out of the fire and prevented or at least postponed the debt default crisis, will anything change? Yes, says one expert – and probably not for the better, as other governments and...
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The 'Real Return' of the S&P 500 for US Based Investors Since 2005
Wednesday, November 23, 2011 - 3:54pm | 403We are all familiar with the quoted value of stock indexes like the DOW or S&P 500 that we see on websites and TV news channels. Even though these quotes are of course accurate they are also ‘currency nominal', meaning that they ‘hide' the affects of US Dollar currency fluctuations. Recently...
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Emerging Market Sovereign Bonds; Safe Haven or High Yield in Disguise (EMB, ELD, LQD, HYG, IEF)
Tuesday, November 22, 2011 - 5:56pm | 851With American, British, German, Japanese and other ‘safe haven' sovereign bonds yielding 2% or less many fixed income investors are looking for an alternative to increase cash flow yield in their portfolios. Investors must be VERY careful however, in making sure they are supplementing cash flow...
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A Replay of 2008?
Wednesday, September 28, 2011 - 5:53pm | 596The current environment most resembles that of late 2008, but with one key difference: our leaders are now somewhat aware of the scale of this crisis and they are prepared to support markets. Heck even the Swiss are devaluing, which means a retest of new lows in stocks is unlikely in most markets....
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European Debt Crisis Expands: French Banks on Review for Downgrade by Moody's
Wednesday, June 15, 2011 - 6:32am | 284The European debt crisis deepened on Wednesday, as Moody's Investors Service announced that it had put three of France's top banks on review for downgrade, citing exposure to Greek debt. BNP Paribas, Societe Generale and Credit Agricole were all placed on review. Greece has been conducting ongoing...
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China Letting the Yuan Appreciate Will Have an Impact on Commercial Real Estate
Thursday, June 24, 2010 - 6:00am | 845China’s decision to let the Yuan appreciate is a drain on global liquidity. While various legislative elements and the treasury have aggressively pushed China to revalue the Yuan, the Federal reserve has indicated that rates will stay low for a while. Unfortunately these policy...
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The Doomsday Investment: Real Assets
Wednesday, June 16, 2010 - 6:00am | 973Every time I turn on the news the media has found another “doomsday” story to scare the masses into thinking that the world is going to end. Y2K, Avian Flu, SARS, Swine Flu, terrorist attacks, drug wars, and multiple financial crises have been the most prominent topics of the...
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Commercial Real Estate Videos of the Week
Sunday, June 6, 2010 - 6:00am | 137Commercial Real Estate Videos of the Week-May 30-June 5 An extremely humorous view of Europe’s debt crisis by political humorists John Clarke and Bryan Dawe. The amount of empty commercial space fell for the first time in a long time, but the large amount of shadow office space...