The Wall Street Journal's 4-part film on how Europe has arrived at the brink of financial collapse, the major macroeconomic event impacting markets at the start of 2012.
We have been able to accomplish much of what we wanted during 2011 in the Covestor Relative Value portfolio.
The EM countries have less debt and a rising industrial and consumer base, in contrast to most of the developed world.
Be sure to check the sector allocation of an ETF to see if it really accomplishes what you're out to achieve.
The interview with the WSJ's Evan Newmark was a followup to Charles' MarketWatch article on investing in Germany at this moment of crisis in Europe.
I reduced the portfolio’s heavy concentration in MS at a positive gain to employ into BBY and SVU after significant drops in those positions.