When the market turns nasty people typically look to uncorrelate their holdings, but it looks like building an uncorrelated portfolio is harder than ever these days. I made 6 month correlations matrixes for international equity markets, the bond market and US sector ETF's. Diversification gains looks to be scarce ...
Brazil is hot right now. Aside from having the most beautiful beaches/women in the world, selling tons of natural resources, getting an upgrade form the S&P to investment grade and boasting an emerging middle class, the country also had the foresight to make a very insightful move way back in ...
