In this week’s Insider Weekly, we zero in on emerging markets, an investment theme that has been off most investors’ radars for a number of years… but is now quietly and quickly moving higher. Another week of news providing us with more data in the ever-moving puzzle that is our

In this week’s issue of Insider Weekly, we look at European bond markets. While it’s too early to tell if European bond yields have indeed bottomed, one thing is clear: there isn’t much of an upside left in European bonds. At the same time, this also presents us with big

In this week’s Insider Weekly, we shift our focus to Europe. Specifically, we look at how rising interest rates affect European stocks and how investor sentiment in the Eurozone is slowly but steadily changing. We also can’t help but marvel at recent developments in commodities. General musings this week: Rising

This week, we turn to oil and oil stocks. With oil markets in free fall once again and everyone turning increasingly bearish on oil, the senitment towards energy stocks has never been worse in a generation or two. We also take a closer look at another energy market that’s fallen

This week, we look at US interest rates and explain why we think a move in US rates will surprise most investors and market commentators out there and even the Fed. We also wonder if the commodity super cycle has finally deflated and point out a couple of potential big-payoff

In this week’s “musings” we re-examine the US stock market. Despite calls of an imminent crash our belief remains: correction possible but market collapse unlikely. We also look at nine beaten-up stocks that have the potential to deliver extraordinary returns over the next few years. And we wonder if a trade of the decade is

My bearish view on the Aussie property market (and banks in particular) is nothing new, and I’ve been pondering a bearish position for a very long time. But what prompts me to revisit the trade this week was the recent move by a well known fund manager in Australia to liquidate all his portfolio and give it back to investors based on his conviction that the Aussie property market is in for a bashing

In this week’s Insider Weekly we take a closer look at a number of big payoff opportunities around the world, namely in Japan and Russia. We also highlight an extreme value opportunity in the oil & gas sector that could hand us an 800% gain over the next 3.5 years