Archive of entries posted on December 2012

Knowledge is Power: Total-Return, Full Employment, Three Worlds Edition

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 Dividend stocks are popular, maybe too popular (Financial Post) Glitter, glamour and gold (Arabian Business) Income-hungry investors should consider preferreds; Luukko (The Star) Guns in America  – Broken hearted (The Economist) Restore full employment with a massive infrastructure program (EPI) Nationalization Works (The Baseline Scenario) Black Swan author Nassim Nicholas Taleb divides the world into three (MacLeans) Total-return investing: An enduring solution …

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Average Annualized Equity Returns of Rapid Growth Markets 2000-2012

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Investing in emerging and frontier markets involves higher risks compared to investing in developed markets.However for investors willing to learn and explore opportunities in the emerging world the rewards can be substantial. The returns can be especially high over a period of many years when the compounding effect comes into play. The Average Annualized Equity …

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Apple vs. Sony

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Apple(AAPL) stock reached a peak of  $705.07 earlier this year and became the most valuable company in the world. Yesterday it closed at $529.69 and the market capitalization stands at $498.3 billion. Japan’s Sony Corp’s (SNE) stock trading in Tokyo reached the lowest price since 1980, a year after the company introduced Walkman. Sony’s market capitalization …

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Mexico Stocks Reach Record High

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Mexico’s IPC Index is on a roll this year.The index reached a new all-time yesterday and closed at 43,183.28. Relative to Mexican stocks, Brazilian stocks have lagged this year. Indeed Brazil’s Bovespa and the IPC index have diverged in performance since early 2010 as shown in the chart below: Click to enlarge Source: Yahoo Finance …

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Which Countries are Vulnerable To a China Slowdown?

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The Shanghai Stock Exchange Composite Index is down 5.31% year-to-date. Among the BRIC countries, Brazil, India and Russia are performing much better with India’s Sensex up by more than double digits YTD. The Chinese economy grew by only by 7.4% in third quarter this year which is lower by the country’s earlier growth figures. China has predicted …

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