Forone

International ETF Update: China, India

Some others of us are wondering if an Olympics pop in FXI will rather be a fine buying opportunity for ultrashort FXP. Once the festivities have ended the ChiCom government, which hovers over the market like Beijing smog, will have to go back to inflation and currency problems.

Tuesday Outlook: Commodities, Emerging Markets

The Nigerians, Iranians and Venezuelans have been taking clockwork turns efficiently producing "geopolitical uncertainty" instead of efficiently producing oil. Why is the market freshly horrified every time? I thought the story was that after the third false alarm everybody is supposed to ignore the little boy who cries "wolf!"