Skip to main content

View from the markets

We have a couple of recent hits for you from FT.com's "View from the Markets" series.

These recent interview clips with Khiem Do, of Barings Asset Management, and Jim Rogers offer an insightful view of recent financial trends and investing themes worldwide.

In the first series of clips, FT's Andrew Wood asks Khiem Do for his view on subprime issues and the big picture outlook for the Asian economies.

We then hear some very interesting comments from Do on the US dollar and the strength of Asian currencies, and his outlook on the global economy in 2008.

Watch: Part one, part two, part three.

Jim Rogers joined FT "View" for a four-part interview in this second series of clips. As always, Rogers is happy to speak his mind on a number of subjects.

Here we see Rogers talk about US monetary policy and Ben Bernanke's reign at the Fed, the possibility of a short-term US dollar rally, American politics and Ron Paul (!), investing in China and Asia, the outlook for the Renminbi, Sovereign Wealth Funds, and his current views on commodities and emerging markets. Check it out.

Watch: Part one, part two, part three, part four.

Enjoy the interviews, and remember to come back and join us tomorrow for our "Features of the week". See you then.

Popular posts from this blog

Lessons from Hedge Fund Market Wizards: Scott Ramsey

Today we continue our series, "Lessons from Hedge Fund Market Wizards" , with a look at Jack Schwager's interview with Scott Ramsey of Denali Asset Management.  Ramsey, a futures trader and CTA who works on the island of St. Croix, spoke to Schwager about his first foray into the markets, his evolution as a trader, and the process he stands by to protect and grow his clients' money. 1) . Ramsey started trading in college. He was roped into the OTC metals market via a broker's ad in the Wall St. Journal. The broker charged customers a flat fee to buy and sell as much as they wanted in a particular market for six month. At the time, Scott was a novice and didn't know about futures, so he traded metals in this fashion through the inflationary run-up of the late 1970s. 2) . Scott had to rethink his trading strategy after he bought silver at $50 an oz., only to watch it collapse to $26 following a long string of limit-down days. He sold as soon as the market...

Round trip stocks: momentum booms and busts

" No tree grows to Heaven ." - Old proverb adopted by Wall Street. What happens to hot momentum stocks when their rocket fuel runs out? How long can they continue to fly before they come crashing back down to earth? Why is the stock that you paid $100 a share for now trading at $39? These are questions that many novice traders and investors may be struggling with in the wake of the most recent market correction. Momentum stocks have been hit hard as the Nasdaq 100 and Russell 2000 indices have moved lower in recent weeks. Caught unaware by the recent slide, some traders may be wondering when their beaten-down stocks will snap back and allow them to exit with smaller losses (or even reach the mythical "break even" point).  While growth stocks still firmly within their uptrends may form constructive technical bases and move higher after this correction, others may experience sharper pullbacks or break down into full "stage 4" declines (see chart below...

Finance Trends 2019 Mid-Year Markets Review

Email subscribers of the Finance Trends Newsletter receive the first look at new articles and market updates, such as the following piece, sent out to our email list on Sunday (6/14).   Hello and welcome, everyone! If you received our last email notice over the July 4th holiday, you'll know that this weekend's newsletter will serve as a mid-year market update and a follow-up to issue #29, " How to Reinvest in a Rising Market ".   Ladies and gentlemen, without further ado, let's start the show...  Finance Trends Newsletter: Our Mid-Year Market Review When we last spoke, back in February, the U.S. stock market was rallying off its December-January lows. As the S&P 500 and Nasdaq reclaimed their 200 day moving averages in February and March, it became increasingly apparent that a lot of retail investors (and perhaps some institutional investors) were left under-invested while watching this recovery move from the sidelines.  The U.S. stock ...