I joined CNBC’s Bernie Lo to discuss Apple (AAPL) and IBM’s (IBM) announcement that they would be joining forces in the enterprise space. What does this move mean for Apple and its competitors?
In this week's update, I answer some questions from subscribers that I wasn't able to get to during the Q3 webinar—everything from Africa to U.S. infrastructure to interest rates. As always, remember that you can send in any questions you have about the portfolio or about investing globally in the current environment to our customer service email address if you want me to answer them in an issue or update.
In the upside-down “good news is bad news” environment in this age of quantitative easing and tapering, the bond market is signaling tepid growth and muted inflation going forward while the U.S. stock market is barely budging on positive GDP news. However, we're invested correctly. Investors appear to be rotating into Europe and emerging markets, where stock valuations are significantly cheaper than they are here. Today's issue has a new emerging markets recommendation and an update concerning another. Don't sweat the headlines—it's just a matter of being patient.
Charles Lewis Sizemore, CFA, founder and editor of Macro Trend Investor, is dedicated to finding superior investments backed by powerful macro trends—before you hear about them on the nightly news or read about them in the newspaper or on the Internet. He has been a repeat guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal and The Washington Post and is a frequent contributor to Forbes Moneybuilder and InvestorPlace.com.