Stocks and Dollars

A ‘Least-Bad’ Option For Foreign Developed Equity Exposure

By Morningstar:

By Patricia Oey

While we usually recommend using single-country funds as satellite holdings given their niche exposure, we think iShares MSCI United Kingdom Index (EWU) is suitable as a core foreign-equity [...]

Ecopetrol And Petrobras: Barometers Of Colombia And Brazil’s Economic Policies

By Caiman Valores:
Since my last Ecopetrol (EC) update there have been news stories publicizing an extraordinary event; Colombia’s Ecopetrol surpassed Brazil’s Petrobras (PBR) by market cap on Tuesday 15th May 2012, to become the largest [...]

Why U.S. Auto Sales Are Still Too Low

By Morningstar:

By David Whiston, CFA, CPA, CFE

We believe current U.S. light-vehicle sales are far below where they should be, and assuming no further supply constraints, we are very optimistic [...]

Natural Gas Gains May Evaporate In The Summer Heat: Positioning For The Long Term

By Bard Luippold:
“If I were one of these crazy hedge fund guys, with the slick haircuts and fancy shoes and racing stripe shirts, the trade I’d put on is 10-times-leveraged natural gas long versus 10-times [...]