If It's Raining in Brazil, Buy Starbucks :

Global financial markets are part of a much larger world, a world of fluid government policies, political unrest, and other unpredictable forces.

Acknowledgments

v

Prologue

xi

Introduction

xiii

Part 1. Laying the Foundation

1

(46)

Ripples and Macrowaves

3

(18)

The Warring Schools

21

(12)

Uncle Sam's Toolbox

33

(8)

Alan Greenspan's Briefcase

41

(6)

Part 2. The Nuts and Bolts of Macrowave Investing

47

(104)

The Eight Principles of Macrowave Investing

49

(16)

It's the Sector, Stupid!

65

(16)

On the Trail of the Elusive Sector

81

(10)

Ten Rules to Protect Your Capital

91

(16)

When in Doubt, Get Out: Rules to Manage Your Risk

107

(16)

No Matter What Your Style

123

(16)

The Macrowave Investor's Checklist

139

(12)

Part 3. Where the Macrowave Rubber Meets the Stock Market Road

151

(106)

Lead, Lag, or Get Out of the Way

153

(6)

Taming the Recessionary Bear

159

(12)

Stocks to Pedal During the Business Cycle

171

(20)

Stalking the Inflationary Tiger

191

(20)

The Archangel of Productivity

211

(6)

Slaying the Budget Deficit Dragon

217

(10)

The Trade Deficit Trap

227

(12)

The Four Horsemen of the Apocalypse

239

(8)

Big Brother and Your Portfolio

247

(10)

Appendix: The Macrowave Investor's Resource Guide

257

(6)

Epilogue

263

(2)

Index

265

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If It's Raining in Brazil, Buy Starbucks : The Investor's Guide to Profiting from Market-Moving Events

Summary

Table of Contents

Supplemental Materials