搜尋結果

共 259 個結果
頁數:1...5 6 7 8 9 10 11 12 13

取歐捨美 險中逐利

面對歐洲傳來沒完沒了的壞消息,試問投資者可還有樂觀的理由?在危機四伏的當下,投資者又能否在資產組合的結構方面動 ...全文

今日信報理財投資前沿思考John Mauldin2015年02月04日

日歐押注QE 債息失去意義

當前各國債市息率所傳遞的資訊應當如何理解?筆者認為投資者完全捉錯用神。實則債券孳息背後隱含着「錯誤資訊」,這些 ...全文

今日信報理財投資前沿思考John Mauldin2015年01月28日

歐洲意大利化 量寬騎虎難下

要明白中央銀行官員如何無法無天,面不改容地打倒昨日的我,無視央行既有的辦事作風,看看瑞士央行上周的舉動就一清二 ...全文

今日信報理財投資前沿思考John Mauldin2015年01月22日

What will a strong dollar bring?

John Mauldin believes we are in the opening act of a multi-year US dollar bull market. In his latest weekly letter, the commentator discusses some of the possible consequences of a long-term dollar ri ...More

EJ Insight2014-10-15

What’s on your radar screen?

Sometimes, I feel like an air traffic controller at “rush hour” at a major international airport. My radar screen is just so full of blinking lights that it is hard to choose what to focus on. We each ...More

EJ Insight2014-09-17

Europe takes the QE baton

If the wide, wide world of investing doesn't seem a little strange to you these days, it can only be because you're not paying attention. If you're paying attention, strange really isn't the word you' ...More

EJ Insight2014-09-11

Bubbles, bubbles everywhere

You can almost feel it in the air. The froth and foam on markets of all shapes and sizes all over the world. There’s nothing like a rising market to lift our mood. But what if the rising market is … a ...More

EJ Insight2014-08-20

Part 2: Transformation or bust

In my last column, my young colleague Worth Wray and I continued our series exploring the risks posed by China’s rapid private sector debt growth and its consumption-repressing, investment-heavy growt ...More

EJ Insight2014-08-13

China’s next step: Transformation or bust

China continues to be front and center on my list of concerns, even more so than the latest Federal Reserve press release or fluctuations in the Dow. I believe China is the single biggest risk to worl ...More

EJ Insight2014-08-06

Time to put a new economic tool in the box

Last week we took a deep dive into how the concept of GDP (gross domestic product) came about. We looked at some of the controversies surrounding GDP statistics that we use to measure the growth of th ...More

EJ Insight2014-07-30

GDP just a fuzzy economic measurement

The mainstream media regularly releases gross domestic product (GDP) numbers with the implicit assumption that they are in fact an accurate reflection of the general economy. But GDP is actually a fuz ...More

EJ Insight2014-07-23

Central bank smackdown

The term “smackdown” was first used by professional wrestler Dwayne Johnson (a.k.a. The Rock) in 1997. Ten years later its use had become so ubiquitous that Merriam-Webster felt compelled to add it to ...More

EJ Insight2014-07-09

Obamacare stalls US economy

A rather interesting shockwave came across the newsfeeds this week. US gross domestic product (GDP) shrank an annualized 2.9 percent in the first quarter. A quick perusal of the data on a government w ...More

EJ Insight2014-07-03

Italy: When hope is a strategy

Let’s look this week at what I uncovered in Italy, which rather surprised me, and think through some of the implications that the new developments suggest for the ultimate outcome of the euro project. ...More

EJ Insight2014-06-25

The Age of Transformation

Today I offer some musings on what I've come to think of as the Age of Transformation. I believe there are multiple and rapidly accelerating changes happening simultaneously that are going to transfor ...More

EJ Insight2014-06-18

Can central planners revive China's economic miracle?

For years, when asked whether I thought China would experience a hard landing, I would simply answer, "I don't understand China. Making a prediction would be pretending that I did, so I can’t." The pr ...More

EJ Insight2014-06-11

China's online banking may be encouraging riskier behavior

One of the few consensus ideas that I took away from the Strategic Investment Conference is that China has the potential to become a real problem. It seemed to me that almost everyone who addressed th ...More

EJ Insight2014-06-04

A bubble in complacency

In this week’s letter I want to recap some of what I learned from this month's Strategic Investment Conference but do so in a little different manner. I have come across several very good summaries an ...More

EJ Insight2014-05-28

Updates from the Strategic Investment Conference

At the average conference, over the course of several days and several dozen presentations, I usually expect to hear only a handful of truly original ideas… but not here at the Strategic Investment Co ...More

EJ Insight2014-05-21

頁數:1...5 6 7 8 9 10 11 12 13

信報簡介 | 服務條款 | 私隱條款 | 免責聲明 | 廣告查詢 | 信報會議中心租賃 | 加入信報 | 聯絡信報

股票及指數資料由財經智珠網有限公司提供。期貨指數資料由天滙財經有限公司提供。外滙及黃金報價由路透社提供。

本網站的內容概不構成任何投資意見,本網站內容亦並非就任何個別投資者的特定投資目標、財務狀況及個別需要而編製。投資者不應只按本網站內容進行投資。在作出任何投資決定前,投資者應考慮產品的特點、其本身的投資目標、可承受的風險程度及其他因素,並適當地尋求獨立的財務及專業意見。本網站及其資訊供應商竭力提供準確而可靠的資料,但並不保證資料絕對無誤,資料如有錯漏而令閣下蒙受損失,本公司概不負責。