The biggest buzz in investment circles lately is the private equity blitz. These companies, which typically buy established enterprises and then sell-off the profitable constituents for a big profit, are now raising funds to go public. The most successful of...

It's amazing how the Federal Reserve says one thing and actually does another. The Federal Reserve, created in 1913, is supposed to be an inflation-hawk, protecting the value of the dollar. Well, forget its original mandate, which deserves a big...

One of the best investment strategies I’ve embraced over the years is to purchase cheap assets following a market crises or stock-market crash. Though it’s not advisable to plunge into that distressed market immediately following a plunge in values, it...

One of the best risk-adjusted strategies during the 2000 to 2002 bear market, convertible bond arbitrage suffered its own version of bear market in 2004 and 2005 after a boom in new issuance resulting in a saturated market. But now,...

Despite puny inflation-adjusted yields and a bear market for Treasury bonds since 2004, government bonds are making a big comeback over the last 12 months -- outpacing many stock indices. Benchmark 10-year U.S. Treasury bonds have risen a cumulative 5.27%...

If the Japanese yen still has legs, then the global correction we've seen since February 27 is not over. That's the BIG trade in the world right now. We might all be tired hearing about the infamous Japanese yen carry...

Since March 7, I’ve visited five European cities on this trip. And without a doubt, Europe is enjoying its best economic performance since 1999. Everywhere I’ve visited, the boom times are back.Yesterday, I flew from Copenhagen to Stockholm. Today, I’m...

The lethal combination of worsening sub-prime loans and a rising Japanese yen once again slammed global markets hard on March 13 and March 14. Although the rise in delinquencies across all loans was a surprise for me, I still think...

Lately, we've all heard a lot about the mortgage problems at many U.S. sub-prime lenders. Over the last few months, 25 institutions have either failed or closed due to soaring deliquencies on risky loans. But what about Europe? The Old...

Visiting Europe always provides me with fresh market insights and perspectives on investing. And without a doubt, most of the region is growing at its fastest clip in more than seven years. Interest rates are low, bank lending is buoyant...