Global Equity & Income

The message being sent to Europe is that you are on your own until after the elections.
Given this large batch of sour fundamentals and technicals, investors should exercise caution here.
Evidence continues to mount that the global economy is eroding and that S&P profits are in jeopardy.
It's the story everyone loves to hate.

A Chance to Get Out Real Money Pro($)

I'm using bullish news from Japan as chance to close some positions.
Slow growth and a strong yen could spell trouble for Japan.
A look at two Vanguard offerings for gaining international exposure.

Go With the (Euro) Flow Real Money Pro($)

Own ETFs of countries where the capital is flowing in.
The Chinese Internet company is on a growth track, and now it's moving into search.
I’ve had time to reflect a bit on market cycles, asset classes and investor attitudes.

Columnist Conversation / Market Updates

| May 20, 2013
| 1:47 PM EDT
The reversal in metals today doesn't bode well for my copper short. If copper couldn't fall while gold and silver were p...
| May 20, 2013
| 12:38 PM EDT
I like the action in Newmont Mining this morning. The stock has rebounded nicely off the early lows and is now up ...

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