We’re always posting our latest thoughts. Check back here to see our latest offerings of insight.
The Advisory Blog
- American politics accelerate the decline of the dollar and the rise of the Chinese yuan August 1, 2011
It is often said that reality can trump a good fiction novel anytime. In the case of the United States Congress, we have the basis for a fiction novel that the average reader could never have imagined to be true.…
- Summary and Excerpt of the Brazilian Real Estate Market Analysis Report July 4, 2011
The Conrad Group regularly provides market analysis for attractive investment opportunities. Here is a presentation summary and excerpt of The Conrad Group’s Brazilian Real Estate Market Analysis Report.
- Dim-Sum Feast: China’s Capital Unleashed June 28, 2011
Game-changing phenomena often begin with subtle events that pass virtually unnoticed, and so it shall be for what is now called “Dim-Sum debt.” The Chinese government in April 2009 announced a pilot program to allow Chinese companies in selected mainland…
- Highlights of road transportation opportunities in Europe and Mercosul June 16, 2011
Recent research conducted by The Conrad Group points to significant opportunities within the road transportation sector in Mercosul and Europe. This report extract seeks to highlight some of our most recent findings to provide managers for transportation related companies…
- Don’t cry for me Venezuela June 16, 2011
Like Argentina before her it now appears that Venezuela is on the brink of social and economic collapse. While many factors may have influenced this crisis, a common fundamental catalyst responsible for both the misery of Argentina and the growing misery of Venezuela is the lack of Good Governance!
- Untapped Capital: China’s RMB Bonds June 16, 2011
Game-changing phenomena often begin with subtle events that pass virtually unnoticed, and so it shall be for what is now called “Dim-Sum debt.”
- Bread & Circuses and a Global Rally in the Fourth Quarter June 15, 2011
On March 17th we produced our global forecast for 2008 in which we highlighted unprecedented intervention by the Federal government in the credit markets and consumer markets. We also predicted that as it was an election year the intervention was…
- Conrad Oil Projections Looking Prophetic June 15, 2011
In March we forecasted a significant correction in crude oil to take place in the 4th quarter. That correction has now begun in earnest and it might be worth noting some of the factors that are driving that correction.…
- They Say it is Always Darkest Before it Turns Pitch Black June 15, 2011
We have been forecasting a massive bailout of the mortgage market by the government for a while now and it appears that we will not be disappointed. It is becoming increasingly likely that congress or the Federal Reserve will create…
- It Was the Best of Times; It Was the Worst of Times! 9/22/08 June 15, 2011
We are witnessing an end of an era that was highlighted by unbridled greed and a complete failure in government oversight. The implications for the US economy and our role as the world’s greatest consumer cannot be overstated. A dramatic…