Wall Street’s Latest Bounce – Ostrich Economics At Work – David Stockman’s Contra Corner 10-20-15

Salient to Investors: David Stockman writes: The price of financial assets is now artificial and wildly inaccurate. $300 trillion of global finance cannot remain stable much longer. Bulls believe the Fed is on hold until at least next March, while Wall Street is projecting S&P 500 earnings of $130 per share on an ex-items basis for

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Fareed Zakaria GPS – CNN 01-25-15

Salient to Investors: Fareed Zakaria said: Radical Islam is the default ideology of anger, discontent and violent opposition for a small number of alienated young Muslim men around the world. Only Muslims and particularly Arabs can cure this cancer. In the 12 years between 9/12/01 and 2013, only 42 Americans

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Global AgeWatch Index: Norway best for older people – BBC News 09-30-14

Salient to Investors: HelpAge International said: Norway is the best of 96 countries to grow old in, followed by Sweden, Switzerland, Canada and Germany. Afghanistan is the worst. Australia, Western Europe and North America rank highly. By 2050, 21% of the global population will be over 60, when 40 of the 96

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Summers’s Stagnation Draws Doubt From Hatzius: Cutting Research – Bloomberg 12-12-13

Salient to Investors: David Mericle and Jan Hatzius at Goldman Sachs said: US economic weaknesses are more cyclical than secular. US growth will rebound in 2014 to as high as 3.5 percent versus the 2.25 percent average recovery rate so far. The slow rate of recovery is in line with

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Elderly Reveal Japan Grows Without Wage Growth: Cutting Research Bloomberg 07-25-13

Salient to Investors: Kyohei Morita and Yuichiro Nagai at Barclays said: Abe’s policies can succeed even if wages don’t immediately accompany price increases, because 2.21 million people born between 1947 and 1949 are starting to retire and will become buyers rather than workers and savers, even as the total population declines.

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The Global Economy In 2013: 5 Key Economic Trends? – Seeking Alpha 01-23-13

Salient to Investors: Shane Brett at AllAboutAlpha writes: The long-term outlook for the US economy is broadly positive with housing stabilized, consumer confidence slowly returning, political instability solved by Obama’s decisive win, and as health spending increases under Obamacare. Cheap domestic energy will continue and the US will seriously expand

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