Macro Tourist w/ a Nice Write Up About EM & USD

See Kevin Muir‘s… Emerging Market Contagion I am far from a currency expert and so reading this article helped put some definition to the hazy thoughts I’ve had about EM and USD’s effects on them. When the US got themselves into problems in 2008, they flooded the world with liquidity. Instead of saying “no thanks – we have seen this movie before”, emerging markets gulped … Continue reading Macro Tourist w/ a Nice Write Up About EM & USD

Walmart: “The news of our death by Amazon has been greatly exaggerated”

Here is my most boring holding, finally moving after proving that Amazon has not quite yet taken over the whole world. Not bad for an old brick ‘n mortar box store catering to the everyman who does not shop at Whole Foods. I have had an erratic earnings season with some big winners and a few clunkers. Positive on balance as far as non-gold stocks … Continue reading Walmart: “The news of our death by Amazon has been greatly exaggerated”