Vivian Lewis Blog | Talkmarkets | Page 1
Editor and founder of
Contributor's Links: Global Investing

Vivian Lewis is editor and founder of, the daily blog newsletter for Americans and others seeking to internationalize their portfolios. She brings unique experience and competence to the business of picking foreign stocks.

After graduating from Harvard magna cum ... more


Latest Posts
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E All Nighters
Sterling rose to nearly $1.29 per pound today, the highest YTD before falling back over DUP objections to only $1.2846.
E Markets Calm Down On Brexit And China Trade News
Two of the things terrifying markets looked somewhat more hopeful Friday as Brexit progresses and China agreed on a partial trade deal.
E A Busy Thursday
A roundup of global stock updates and my thoughts on the recent terror attack in Germany.
E Republican Hope
The US Congressional Budget Office, a strictly non-partisan body, expects that based on current trends, the US government's total deficit will rise to equal 95% of GDP by 2029.
E Columbus And Syria At Risk?
The hope for new China deals has boosted markets in Europe by 0.6 to 0.7%, but the Hang Seng index in Hong Kong is down 1.11% after another day of dissidence against the government and China.
E Self-Impeachment?
Wall Street is whistling in the dark in the hope of a further interest rate cut. I doubt the Federal Reserve votes are there for another US cut given that the economy is not (yet) weak outside the farm sector, retailing and autos.
E The Big Wave In Markets: Disruptive Technology
The big wave in markets lately has been disruptive technology. And though WeWork tanked, Charles Schwab has disrupted the brokerage industry by offering free trades, forcing its competitors to follow suit. Plus more company news...
E A No-Investing Day
Macro-economics matters. Now foreign buyers (both banks and central banks) are scant and scarce because they can deposit money into the Fed's “repo” program which pays the overnight rate.
City Of London Investment Group: Worth The Risk?
I see City of London Investment Group being recommended as a buy, but caution is warranted. Here's why...
E Colombian Stock Winner: Tecnoglass, Inc.
Tecnoglass, Inc. raised full-year 2019 growth outlook for total revenue and adjusted EBITDA.
Whistle Blowers
US activist investor “Muddy Waters” turned his attention to a UK litigation financier, Burford Capital, listed on the London AIM. As a result Burford lost 50% of its value yesterday. Also, Britain faces a constitutional crisis.
E Global Stocks Roundup
Given the turbulence in air travel here after Jet Airways crashed in April and grounded its 124 planes, (after Kingfisher did last year) the air booking growth heralds good health for MMYT, our latest stock pick. Plus more on global stocks.
Globally, the stock of negative-yielding debt crossed a record $13 billion on Thursday. This represents 26% of global sovereign debt supply and 15.3% of nominal worldwide gross domestic product for 2018.
E American Depositary Receipts
The medical devices firm Smith & Nephew pondered creating an ADR listing in order to pay their new CEO Narnal Nawana a higher salary than would have been tolerated by UK shareholders. And more on global stocks.
E Global Markets, Global News
While it is not good news, there is now confirmation that recession fears are not just a passing blip on the stock market radar.
E Stagflation?
Yesterday the market decided to get back into technology and telecoms, recycling, energy, drugs, Canada, China, and Mexico.
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