Category: Economics

  • Shift of Gas Producers to Oil Investment

    SandRidge Energy’s agreement this week to acquire Arena Resources, a producer of conventional oil in West Texas, for $1.6 billion is the latest example of natural gas companies seeking to balance their portfolios with more oil as the two resources decouple in price. Natural gas prices have fallen more than 25% this year to below…

  • The Monfort Plan

    The Monfort Plan (Wiley Finance, April 2010) presents the new architecture of a redefined capitalism. This summary piece introduces the five year action plan and explains why a new architecture may be needed in today’s environment. Today’s capitalism is based on a vintage architecture that dates back to the 1940s and the American effort to…

  • The Global Economy and OECD

    In a speech on the outlook for the world economy, OECD Secretary-General Angel Gurría spoke about the impact of the financial crisis and OECD’s work to produce a more inclusive globalisation. The financial system is a conveyor belt through which the economy works. And if the financial system is partially blocked or paralysed, as it…

  • World Asset Bubble: Jeremy Grantham Speaks

    “From Indian antiquities to modern Chinese art; from land in Panama to Mayfair; from forestry, infrastructure, and the junkiest bonds to mundane blue chips; it’s bubble time!” By now you have probably heard this quote by Jeremy Grantham in his letter to investors (which includes vice president Dick Cheney and a host of other high…

  • The 6 Giants of Global Profits

    Martin Weiss, Ph.D. examines the global marketplace and the six giants leading the economy. In this issue of Money and Markets, Dr. Weiss discusses the high demand for natural resources due to the booming global economy. Jupiter, Fla. (PRWEB) April 26, 2007 — Martin Weiss, Ph.D. examines the global marketplace and the six giants leading…

  • China’s Stock Markets

    The Issue Is Not China’s Stock Markets – It’s the Model By Scott B. MacDonald In late February 2007, the global stock market meltdown started in Shanghai. As The New York Times noted on March 4, 2007: “Less than a week ago, it might have seemed preposterous to suggest that a 9% fall in the…

  • Shift Happens and it’s Set to Accelerate

    In the last 10 years three billion people have started to climb the first rungs of the Global economic ladder and are lifted out of poverty and ignorance. The shift of wealth is set to accelerate as the “sea change” of prosperity and economic growth swing from the developed world shift to the emerging economies.…

  • Insane Exuberence

    For 2,000 years, foreigners have seen China as the golden dream. Time after time, they have learned to their regret that it is a gilded illusion; and it is happening again. During 2006, foreign investors tripled their investments in the Chinese equity markets. Even with that, foreign capital constitutes only 10% of the Shanghai (SSE)…

  • Wilbur Looks at the World

    An Interview with Wilbur L. Ross, Jr., Chairman and CEO, WL Ross & Co., LLC With Keith W. Rabin, President, KWR International, Inc. Wilbur Ross may be the best-known turnaround financier in the U.S., having been involved in the restructuring of over $200 billion in assets around the world. In 1998, Fortune Magazine called him…