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Archive for April, 2011
Bubble Trouble? Here
Jim Trippon: Chief Investment Analyst

It's hard to keep track of the dueling opinions this month. One day we find the media filled with stories about the endless growth potential of gold. The next day there are dire warnings that gold has entered bubble territory and a sharp correction is due sometime soon.

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Bubble Trouble? Here’s a Golden Alternative
Jim Trippon: Chief Investment Analyst

It's hard to keep track of the dueling opinions this month. One day we find the media filled with stories about the endless growth potential of gold. The next day there are dire warnings that gold has entered bubble territory and a sharp correction is due sometime soon.

Read more ...
 
China Gets Semi-Enthusiastic. Watch Where the Money Goes
George Wolff: China Economy Analyst

I have been waiting patiently for China to drop the other shoe. Finally a few days ago it happened. Beijing has at last revealed where its big money will be going to (and coming from) in the next nine years.

You may remember that phrase "pillar industries." This is a uniquely Chinese phrase that cropped up late last year during the creation of the country's next Five-Year Plan. Titles like that may sound

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