Montreal, Canada

Though I’m still bullish on bonds heading into the last four months of the year, I reduced my exposure to 30-year Treasury’s by 50% last night. I’ve banked some nice profits since earlier this summer and I think we’re seriously overbought at these levels.

Montreal, Canada

If you invest or live in the eurozone, then look no further than Paris based Gestion Carmignac for a portion of your assets. There isn’t a better risk adjusted product for your EUR.

Carmignac ranks as one of France’s largest investment management companies and also holds the title to many performance awards since 1989, including its flagship stock and bond fund called Carmignac Patrimoine A.

Montreal, Canada

Though still small compared to bulging deficits in the industrialized economies, some BRICs (Brazil, Russia, India and China) have started to amass current-account deficits. India and Brazil have now entered current-account deficit territory this year on the heels of rapid economic growth and rising demand for imported goods.

Montreal, Canada

Canada has been red-hot. Foreign direct investment, international purchases of securities, a soaring real estate market and a commodity export boom have all provided a solid hedge against global financial turmoil since 2008. And the envy of the world, her banks withstood the bear market of the credit crisis with only limited losses on bank balance sheets.

Montreal, Canada

With global stock markets increasingly in a downtrend and possibly poised to decline even further, I’ve begun to initiate pair-trades in my Commodity Trend Alert VIP service. Stocks might tank from current levels but several stocks are worth buying even amid high volatility because prices have come crashing down.

Montreal, Canada

Forecasting global markets is probably one of the hardest professions. Some think it’s a total waste of time. Predicting what lies ahead is almost impossible yet many analysts and pundits are paid hefty sums to forecast the future.

Only one economist, Nouriel Roubini, accurately called the credit crisis three years ago; everyone else had no idea it was coming – myself included.

Montreal, Canada

Japan continues to draw the world’s biggest booby-prize when it comes to consistently disappointing investors since markets peaked more than 20 years ago.

Heading into this morning’s trade, the Tokyo Nikkei has declined more than 20% from its 12-month high and, at the same time, Japanese government bonds are surging in value. The yen, among the strongest currencies in the world this year – continues to power ahead.

Montreal, Canada

Bond fund inflows continue to hit records this year as investors lunge after yield. And credit spreads are still in the process of tightening – possibly setting investors up for a brutal bear market when interest rates eventually rise.

- Dugald Malcolm, Montreal, Canada

Since July 28th, gold has had a remarkable run. In the last 18 days of trading, gold has closed higher for 15 of them. This impressive rally comes after an 8.6% pullback by the yellow metal. The pullback brought the price of gold down from its June 21st all time high of $1,265.00 an ounce to $1,155.90 on July 28th.

Montreal, Canada

Global mergers and acquisitions have accelerated markedly this year and that’s generally bullish for capital markets. More deals imply business leaders believe there’s high value in the marketplace coupled by low interest rates to support buyout financing. If you can find an attractive target and your business forecast is bullish, then this is a good time to finance a takeover.