Equity Performance: Small Caps Easily Beat Large Caps

In my December 2009 article A Lost Decade for U.S. Stocks, I mentioned that the S&P 500 lost 23% from Dec 31, 1999 through Dec. 14, 2009. A recent article in the Journal titled “Small Caps Loom Large” notes that the small cap stocks in the U.S. have rallied strongly since the decade that began …

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Knowledge is Power: Moral Hazard, Pitchforks, Russian Telecom Edition

Central banks have blown yet another bubble – here’s how to protect yourself The dividend strategies that best juice returns China’s Cut-Throat Railway Revolution Who’s Got Those Pitchforks? Was It Really a Bubble? Russian Telecommunications Prepared to Fly as Data Soars  Chinese stocks: Canary in the coalmine? Pimco’s Bill Gross slams rating agencies’ ‘lack of commonsense’ …

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China’s Demand For Coal Continues To Grow

An article in the Wall Street Journal today discusses about China’s voracious demand for  coal. A couple of important points from this article: In March coal imports jumped 165% from March 2009 As the country’s power generation capacity is projected to increase by 10% this year, the demand for thermal coal would rise In the …

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The Top Eight Resource-Rich Countries

The following graph shows the eight richest countries by value of their natural resource reserves according to research by Citigroup. South Africa tops the list with its non-energy natural resource reserves valued at $2.5 Trillion. The developed countries in this ranking are the U.S., Canada and Australia. Some of these markets have become expensive after …

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Five Latin American Stocks Paying More Than 6% Dividends

Most emerging market companies pay very low dividends or don’t pay any dividends at all. However there are stocks which pay above average yields. The following five Latin American stocks have over 5% dividend yields as of market close today.It must be noted that dividend payments from emerging market companies can be highly volatile. Tax …

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