DAVID R. KOTOK
is the cofounder and Chief Investment Officer of Cumberland Advisors—with over $1 billion under management. He currently serves as a Director and Program Chairman of the Global Interdependence Center (GIC), whose mission is to encourage the expansion of free trade, reduce international conflicts, and improve worldwide living standards. Kotok's articles and financial market commentary have appeared in the New York Times, the Wall Street Journal,
, and he is a regular contributor to CNBC programs such as Morning Call, Power Lunch, Squawk on the Street, Squawk Box Asia,
and Worldwide Exchange
. Kotok lives in Sarasota, Florida.
VINCENZO SCIARRETTA has written for Italy's leading financial magazines, works as an advisor, and runs the Web site www.yeswetrade.com, which is dedicated to individual traders and investors. He has been covering European and international financial markets for the last twelve years and has a background in technical analysis of stocks and commodities. Sciarretta has presented his work in leading publications such as Futures and Technical Analysis of Stocks and Commodities. He¿has given speeches in Frankfurt, Milan, Chicago, Philadelphia, and other parts of the world on topics ranging from technical analysis of the financial markets to the euro and its implications. Sciarretta lives in Sirmione, Brescia, Italy.
Part I Macro Issues.
Chapter 1 Euro Versus Dollar.
Chapter 2 Convergence and Integration.
Chapter 3 Taxation.
Chapter 4 Stock Market Evolution.
Chapter 5 Accessing Europe with ETFs.
Part II Stock-Specific Strategies.
Chapter 6 Successful Strategies in the Eurozone.
Chapter 7 Valuation.
Chapter 8 Old Continent Stocks and the Super-Euro.
Part III The Guru Chapters.
Chapter 9 When It Is America That Diversifi es Out of the Dollar
An Interview with William Clark.
Chapter 10 Yes, Europe Is Cheaper than the United States (and the Gap Is Not Justifi ed any Longer)
An Interview with Felix Zulauf.
Chapter 11 Europe–Asia: The Promising Linkage
An Interview with Marc Faber.
Chapter 12 Eastern Europe: The Prognosis Looks Favorable
An Interview with Mark Mobius.
Chapter 13 Europe Is Moving Toward the Center-Right, the United States Toward the Left
An Interview with Edward Yardeni.
Chapter 14 For Now I Go with Continental Europe
An Interview with Ken Fisher.
Chapter 15 Looking for Gems in the Eurozone Bond Market
An Interview with Emanuele Ravano.
Chapter 16 The Path of Least Resistance Leads to a Stronger Euro and a Weaker Dollar
An Interview with Catherine Mann.
Chapter 17 Eurozone Stocks: When Optimism Prevails
An Interview with François-Xavier Chevallier.
Chapter 18 The Credit Crunch Fallout Is Dreadful Everywhere (but the Eurozone Can Survive)
An Interview with Bob McKee.
About the Authors.