Investment Insights: The Blogblog

What to expect from the Davos World Economic Forum

Plus: How Davos big-thinkers whiffed last year, time to worry about deflation again, hedge funds go for the gold, a Super Bowl market indicator, and happy MLK Day

By Jeff Benjamin

Jan 20, 2014 @ 7:57 am (Updated 8:36 am) EST

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Turning once again to Davos, Switzerland for this year's World Economic Forum, where the world's economic braniacs will throw darts at the wall as a means of identifying global market trends. Hint: Look for a safe-haven trade to emerge that will probably look a lot like gold. Five questions for the Davos elite
Looking back at Davos 2013, almost everybody got it wrong, so don't get your hopes up. A general failure to spot strength in the U.S. markets
Just when you thought it was safe to stop worrying about inflation, here comes that other scary 'flation' word, deflation. Turns out that when rich countries grow for several years at barely recognizable pace even the slightest slowdown opens the door for deflation. The ogre scaring the global economy
Hedge funds get bullish on gold as a Goldman report calls gains short-lived. Net-long positions up 7.6%
Now that we know which two teams will be in the Super Bowl, it is immediately time to start analyzing what the big game will mean to the financial markets. With history as a guide, it looks like we should be cheering for the Seattle Seahawks this year. The official Super Bowl Indicator
Happy MLK Day, now take a look at some of the Rev. Martin Luther King Jr.'s best speeches and written words. Beyond 'I have a dream'

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Jeff Benjamin covers investment strategies in his award-winning column, Investment Insights, and also dives deep into the minds of leading portfolio managers in his regular column, Portfolio Manager Perspectives.

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