Central banks have done a good job saving the global economy from a total meltdown, but there are limits to what they can do--monetary policy can only affect the real economy up to a point. Stay alert and protect your profits. Read More

August may bring a bit of a pause to Asian markets. But Asia is still the place to be: Not only has the region's growth surprised on the upside, but increasing domestic demand suggests that its economies are better equipped to generate future growth. Read More

China and India remain hedge-fund favorites and are a hit with institutional investors that take a long view. I continue to believe that the next investment bubble will form in these markets. But that's a story for the next decade. Read More

Global markets are speeding away from lows established earlier in the month, and there's no more talk of a breaks below serious support levels. Everyone is debating the resistance levels where the rally is supposed to stop--at least for now. Read More

The fundamentals of food haven't changed. Read More

Nuclear power generation will play a vital role in meeting rising global demand. That nuclear power is a carbon-free source is only one factor in its rising profile; the operating economics are also highly competitive. Total global generation from nuclear sources is projected to grow close to 40 percent by 2030, with developing world countries such as China and India driving much of that growth. Read More

The Silk Long-Term Holdings Portfolio continues to outperform. New readers, please note that this is a long-only portfolio. I imposed this restriction in order to fairly compare performance against benchmarks, and all major market indexes are also long only. Read More

Some cynics will argue that the annual G8 Summit is nothing more than a chance for world leaders to eat and drink well in a scenic resort area. Read More

All three major indexes posted weekly declines. The Nasdaq Composite was the biggest loser, down 2.1 percent. The S&P 500 lost 1.3 percent, and the Dow Jones Industrial Average declined 0.5 percent. It was also a brutal first half. The Dow slipped 14.4 percent, the Nasdaq gave up 13.8 percent and the S&P 500 shed 12.8 percent. Read More

With oil cruising above $140 per barrel and natural gas at its highest levels since late 2005, it’s hard to imagine that there could be any energy-related sectors that aren’t flying higher. Read More