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  • Are Global Stock Markets Dancing to the Same Tune?  [View article]
    The ideas are vague and analysis superficial. The table doesn't show anything definitive; it is qualitative at best. Look, US down 13%, Brazil up 4 % in USD terms. Is this decoupled, or dancing to the same tune?
    There are statistical methods for calculating covariances and time lags. It is hard to tell a complex story with English verbage and tables.
    Jul 21 13:00 pm |Rating: 0 0 |Link to Comment
  • On Country Selection [View article]
    Let me pose a basic question:
    What countries are stable and POSITIVELY affective by the surging oil and food prices? That is, what countries export BOTH energy and food? Well, Russia doesn't exactly export food, but it makes fertilizers and thus benefits from the ag boom.
    Jul 05 19:16 pm |Rating: 0 0 |Link to Comment
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