Global News

The importance of emerging and frontier markets in today’s economic climate is on the rise.  Investment security and room for growth are at the forefronts of investors’ doubtful minds. Where better place for long-term growth than emerging markets? Or better yet – frontier markets. Centamin, the Egyptian based Gold mine dropped 3% on Tuesday amid […]

MPX (BOV:MPXE3) can start to operate commercially the Thermoelectric plant near Porto do Itaqui, The news is good for anyone who has invested in MPX (BOV:MPXE3), the National Electric Energy Agency (Aneel) has authorized the beginning of commercial operation of the thermoelectric plant at the port of Itaqui.  With this approval of the Declaration of […]

Virgin Media (LSE:VMED) shares advanced by 16.48%  to 2869.00 by early afternoon after the company confirmed that it is in discussions with Liberty Global (NASDAQ:LBTYA) “concerning a possible transaction.”  It was a 406.00 pence increase. Whilst Virgin’s announcement was short and sweet, “Virgin Media confirms that it is in discussions with Liberty Global, Inc., a...

The market is suffering resistance. People can’t believe this top can be anything but the end of a great run. I can hardly believe that myself. If it is not the end of the rally, what comes next will be epic. This makes it even harder to accept there is no correction ahead. You just […]

The Australian Competition and Consumer Commission (ACCC) is taking Visa to court, alleging that the credit card company has intentionally and effectively prevented the expansion of Dynamic Currency Conversion (DCC) services throughout the Australian retail industry.  Visa has confirmed that it will vigorously defend allegations that it has “misused its market power.” Dynamic...

X marked a bad spot this week for companies with an X in their name..! Companies X stock plummet! After a more positive start to the year, the Ibovespa (BOV:IBOV) index takes a dive and one of the biggest recorded for the Ibovespa index (BOV:IBOV).  OGX Petróleo (OGXP3)  fell 8%,  MPX Energia (BOV:MPXE3) down 8.3%,  […]

The share price of Boeing (NYSE:BA) rose $0.94 today to $74.59, a change of 1.28%, on news of the company’s 14% increase in revenue for 2012. The company turned a profit of $978 million, which is lower than 2011’s earnings by $412 million.  The profit numbers are somewhat misleading and not at all unexpected as […]

The market is hesitating at these high levels. Investors are thinking, can it make new all-time highs in the middle of the never-ending recession? I think so. Reflections on illiquid stocks and how to avoid poisoning  your investing in the premium blog. Subscribe to Clem’s Premium Newsletter: Value Investing – How To Get Rich Slow.

Brazilian Research   I get sent all kinds of research and documents from all over Brazil.  I recently received this which was produced by BTG Pactual which you might find interesting: Stick with the quality names, even if they aren’t a bargain. Switch to cheap/out-of-favor plays or stick with good/expensive ones? The dilemma most investors […]

The President of the European Central Bank predicts economic recovery in the third and fourth quarters of 2012. Mario Draghi, President of the European Central Bank (ECB), has argued that he foresees economic recovery for Europe “in the second part” of 2013 as a result of national government’s “extraordinary” fiscal consolidation efforts. In December the […]