The narrative is the main idea that guides how we think about the markets. And how we think about the markets is equal to how we invest.
While tariffs are being tossed around like chips in diplomatic talks, businesses and people are facing real consequences.
U.S. President Donald Trump will talk trade with Chinese President Xi Jinping on November 30. Trump has been optimistic. But will China come to the table?
Chinese online retailers rake in billions as consumers splurge to snap up once-a-year deals on must-have goodies. But Alibaba tops them all.
Saudi’s problems didn’t start with the the Khashoggi killing. That only adds to a long list of authoritarian tendencies undermining potential investors.
Oil is going to $100. Bank on it. I know I’ve harped on alternative energy as the way of the future numerous times in the past. That’s still true. Alternative fuel cars are still going to dominate the roadways, even electric cars — Elon Musk’s run in with the U.S. Securities and Exchange Commission won’t […]
The stock of this beaten-down Chinese company won’t remain at its current low levels regardless of what happens with the trade wars.
Turkey is the summer’s crisis. Analysts are warning of dire global consequences. But Turkey isn’t a big problem. It will even boost the U.S. stock market.
Large companies, fearing a trade war, are moving products around the world before tariffs increase. This has important implications for the stock market.
Many investors are watching the potential trade war. But they might miss another important story: China’s economy is already slowing.
As the trade war with China starts, that country is likely to lose more than the U.S. That means the trade war won’t last long.
The trade war between the United States and China might have rattled traders, but there are still ample opportunities to be found selling to China’s billions of middle-class citizens.
The market is starting to sniff the negative potential outcome of a trade war. And institutions are starting to hedge their risk of a market sell-off.
Some stocks are going to get hit hard because of President Donald Trump’s trade war threats against China. Some of these are among the most popular stocks.
When investors are fearful of a trade war, they’re not going to be dumping money into U.S. stocks. But they will consider gold.
Legendary investor Warren Buffett has often said: “Be greedy when others are fearful.” There’s no better example than Europe right now.
There have always been worries over Italy’s debt and politics, but the country is now reaching a boiling point as its populist politicians failed to form a government.
The euro is the elite’s experiment gone wrong. Since the financial crisis began a decade ago, European debt panics have been as common as international sporting events.
The question now is whether this latest flurry of news will benefit automakers, or is it time to park auto sector investments and look elsewhere?
Peace talks in Korea are moving at the fastest pace since 1953. But this chart shows South Korean stocks aren’t reacting to the news.
They call Uruguay the Switzerland of South America. That particular shoe fits … except, last I checked, Switzerland had no world-class beach resorts.
I’m going to show you two charts. You can decide what to do. If you choose wrongly, a year from now, you’re going to want to punch yourself in the face.
I’ve taken a look at five corrections that have happened similar to this one since the financial crisis of 2008. These are quick “crashes” that have taken the market by surprise.
Tariffs give a country time to develop a capability or to protect a critical industry. However, China showed there could be a better way to fight a trade war.
The U.S. now has more than 550 megawatts of “virtual power plants” hooked up. And the next country ready to join the energy storage parade may surprise you.
I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.
Investors devote countless hours searching for stock market indicators. However, they rarely consider one of the most important long-term indicators.
It has been almost impossible for investors to make money in Japan. But stocks are rallying, closing at a 21-year high this week.
Several companies have been competing to serve as internet providers for the entire world. The winner, at least for now, appears to be this startup company.
When it comes to factory automation, China is way ahead of the game. In fact, the demand for robots in China is more than twice as high as any other country.
Emerging markets offer great upside potential, but they tend to experience volatility. However, there is a way to limit your downside risk.
A problem that often gets overlooked is food waste. But now, with the ever-growing popularity of apps, many have been created to help cut back.
Value investors like cheap stocks. Momentum investors like stocks that go up. This country’s ETF offers both value and momentum right now.
Back in mid-July, I recommended investors look at Brazil. And for the second quarter in a row, Brazil posted better-than-expected positive economic growth.
I’ve been bullish on European banks for a while now. But there’s still time to buy them and ride this sector even higher.
Analysts expect this African country to recover from its first annual contraction in 25 years. More important for investors, the stock market turned bullish.
We all have a natural tendency to want to invest in our home countries. However, an investor in any number of international indexes has done much better.
Greece is almost a synonym for unending economic crisis. But despite the problems, investors are buying Greek stocks.
The global bull market isn’t finished, but sometimes it helps to step away from where the action’s been hot and look for fresh opportunities elsewhere.
The $2.7 billion fine against Google is the opening shot in a soon-to-erupt antitrust war that’s going to take down some of techland’s most dominant names.
It is possible there are no problems below the surface of the European banking system. But the large bank failures are warning that all is not well.
The rise of popular large-cap emerging market indexes has been dominated by a quartet of highly popular homegrown Chinese tech companies.
It shows you just how far Europe’s economy has come that even its sickest members are starting to revive. Can the good times continue? The data say yes.
With the president and House Democrats on the verge of kicking off a spending war on infrastructure, there’s plenty of money to be made.
The prospect of large-scale energy storage promises to disrupt the entire business of electricity distribution as we know it.
Banyan Hill has been the contrarian “voice in the wilderness” about Europe for some time now. But now the rest of the investment community is coming ‘round.
These days, when I say: “I like Brazil” … I find blank stares pretty much everywhere I go. However, I can understand the trepidation.
A small group of important convenience store retailers in Japan are taking a different approach: completely cashierless stores.
Europe might seem like a poor place to invest. However, Europe’s economy is speeding up. Certainly, European stocks are already reflecting that reality…
With more than $1 trillion in e-commerce sales projected in China this year, and more than $1.5 trillion in 2018, “massive” is an appropriate description.
Traders in the Mexican peso are now betting that the peso will strengthen against the U.S. dollar. This is their first bullish bet since late 2014.
China is adding robots at an average pace of about 20% annually. In other words, about 650,000 new robots are expected to be installed there by 2020.
Efficient markets assume that all traders, as a group, know everything. This is good news for those worried about the situation in North Korea.
Given the pace of advancement in recent years with robotics and AI, we are left with the question: Can too much technology be a bad thing?
What makes this trend worth watching is that it’s not limited to the United States, where higher prices alongside a reviving economy might be expected.
Amazon has been unable to make any significant headway in China, though, as Business Insider notes, it’s not for lack of trying.
The German public has been strongly opposed to using their tax dollars to subsidize banks in other countries. Unless that changes, the EU might not survive.
The euro has been called an unmitigated disaster … a currency without a country. But you’re not getting the full story, and it’s that story that means the euro is safe, for a while at least.
For those who believe it’s always darkest before the dawn, there are great long-term investments in countries that seem overwhelmed by bad news.
Strong is good. Strong earnings. Strong sales. These paint a picture of economic growth, which is good for the country. But when it comes to the U.S. dollar in a global market … strong is a problem.
There’s a new pattern emerging that’s going to change the economic ballgame. It’s called inflation, and while it’s been absent in recent years, it’s gaining a troubling foothold in China.
Democracy, sovereignty and a global economy are mutually incompatible. This “political trilemma” has led nations to start acting as corporations, putting your financial stability at risk.
The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.
By voting to flee the European Union, the Brits shocked the world … but only because the world wasn’t paying attention. Now comes the day after Brexit, and it promises to be worse than the event itself.
As the second largest member of the PIIGS pack, Spain was much reviled. But the country has rebounded despite anti-austerity bloviating. So much for Keynesian doomsaying …
Despite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room.
Central banks around the world have thrown everything at the economy. Unconventional monetary measures, quantitative easing, near-zero interest rates and yet … here we are. The plan has failed. Welcome to Japan 2.0.