With one exception, India, the emerging market growth engines have stalled and, as a result, investor flows over the last 12 months have been directed much more toward developed markets.
Incessant warnings of complacency, especially when unattached to a specific, confirmable risk scenario, introduce their own sort of risk: the risk of losing money from paying the ongoing costs of ill-timed bearish postures.
As TWTR is perceived less like a fetishized social media growth story and more like the public utility for the 21st century that it has become for so many users, expectations around future earnings will change as well.
This year, one of the best sources of returns has been the passage of time.
Taken at face value, none of these sorts of metrics could ever provide the justification for entering a position.
In a story on Wednesday for The Deal, Bill McConnell walks through some of the key concerns that have been raised. There are two issues investors in the stock should consider.
The options market is not yet convinced on the severity of the conflict in Ukraine.
Sometimes, taking some time out to read is a good way to avoid buying stuff at too high a price.
Two recent papers reveal that, in recent years, much of the borrowing in emerging markets hasn't been counted in standard current account surplus/deficit figures.
An investor who owns long-dated call options asked what would happen to his position, since the company break-up is scheduled to occur by the end of 2014 or in early 2015, before his calls expire.