Global Equity & Income

Housing prices in China's biggest cities are showing growth of one-third in only a year. How long can that continue before it becomes a problem?
Industrial production, retail sales and infrastructure investment were stronger than expected in August. The response is all over the place.
For the first time, Japanese clothing makers sponsored all four players in the semifinals of the U.S. Open. Time for a tennis-focused fund with an Asian bent?
Bank of England decides on rates, after looking at consumer price inflation. And EU employment trends in the second quarter are revealed.
I have to admit, forward earnings for the S&P 500 have improved.
Emerging clarity on the Brexit conditions reveals opportunities.
China, which supported a brutal revolution in Cambodia that killed a quarter of the population, has a new best friend: Cambodia.
Singapore's smaller developers are in trouble, S&P warns, with prices falling and sales stagnant right after they borrowed heavily to expand.
Lack of drama and big measures could signal that things are working well.
Eurozone consumers are spooked by negative rates as financial repression shows its limits.

Columnist Conversations

The integrity of the channel parameters on the General Electric GE chart could be a tell as to the short-to-in...
In mid August we added some Dec QCOM calls on a rollup, we take these off now. SOLD QCOM DEC 62.5 CALL AT 6...
Seeing a similar early start to trading as of yesterday.  Open pretty flat follow by reversal, especially...
Not pretty, but former net/net (and current double-net) up 15% yesterday on 2 1/2 times normal average volume ...

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