Author Archives: Darren Marchal

EC Is Japan Zi

Is Japan Zimbabwe? How preposterous: Japan is an advanced economy that cannot possibly suffer the same fate as Zimbabwe. Right? Or could Japan get hyperinflation? Below I explain why Japan, and with it investors’ portfolios, might be at risk. The other day, when I was on a panel discussing unsustainable deficits in the U.S., Eurozone…

Great Graphic: US And European Stocks

This Great Graphic shows two time series. The white line is the S&P 500 and the yellow line is the Dow Jones Stoxx 600 (tracks European stocks). Using Bloomberg analytics, we indexed the two time series from the start of 2014. In the 14 months covered here, the S&P has risen by a little more 15.0% and the…

Breadth Still Healthy

There really isn’t anything significant happening in market internals lately. From all appearances the market wants to go higher, but probably needs to consolidate a bit before another rally. If the market dips keep an eye on breadth to see if anything changes from bullish to bearish for early warning of a significant decline. Here’s…

Apple’s IWatch And Some Crazy Gold Numbers

As Apple (AAPL) starts selling its new smart watch there are some, well, crazy-sounding predictions circulating about the amounts of gold the company might soon be buying. The math goes like this: Each gold version of the watch will contain around two ounces, and the company might sell 10 million of them a year, mainly to rich,…

5 Best Rated Global Mutual Funds To Invest In

Over the years, studies have consistently shown that investing in both domestic equities and foreign stocks reduces portfolio risk while enhancing returns. In addition, the primacy of the US equity markets has greatly diminished with its share of global stock market capitalization declining steadily. This is why investors can no longer limit themselves to domestic…