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Archive for the Europe Economy Category

Fareed Zakaria GPS – CNN 11-01-15

Salient to Investors: Fareed Zakaria said: Most transitions to democracy bring bitter struggles, viz South Korea, Taiwan, Chile. Tunisia is almost entirely Sunni so has no sectarian and tribal differences and has had wise political leadership. The end of China’s one-child policy was an admission that its greatest obstacle to long-term economic

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Fareed Zakaria GPS – CNN 10-11-15

Salient to Investors: Fareed Zakaria said: We cannot solve Afghanistan without recognizing Pakistani army support for the Taliban. No counter-insurgency has ever succeeded where the rebels have a safe haven, so until this is dealt with, the Taliban will never be defeated. Pakistan pretends to help the US while supporting its most

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Fareed Zakaria GPS – CNN 10-04-15

Salient to Investors: Fareed Zakaria said: Russia’s move in Syria is a desperate effort to shore up one of its only foreign allies and risks making it the great Satan with jihadists everywhere. However, Putin has at least a clearer strategy in Syria than Obama. An US army of less than

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Fareed Zakaria GPS – CNN 09-20-15

Fareed Zakaria said: The US is more dominant globally than at any point since the Clinton era, with growth almost 2 times the Eurozone and 4 times Japan, and unemployment the lowest in 7 years. European businessmen are concerned with American dominance from technology to entertainment to finance. America’s big banks are more dominant

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Fareed Zakaria GPS – CNN 09-13-15

Salient to Investors: Fareed Zakaria said: China’s economy is nearly 2.5 times that of Japan so even if growth slows substantially, China will continue to have seismic effects on the global economy. Henry Kissinger said Republican candidate China-bashing is dangerous and could create an atmosphere a la Europe before WW

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Fareed Zakaria GPS – CNN 08-30-15

Salient to Investors: Fareed Zakaria said: The US economy has recovered nicely. A 2014 UCLA study found that many black and Latino students face almost total isolation from white and Asian students and middle-class peers. Much more Saudi oil wealth has gone into pernicious causes over the last 30 years

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Contra Corner Gets Some Company – The NYT Highlights Four Who Saw it Coming – David Stockman’s Contra Corner 08-26-15

Salient to Investors: David Stockman writes: Expect a central banker to soon herald that more monetary heroin is coming, triggering a market rally and pronouncements that its “correction” is over. It will take time for the market to lose its unwarranted faith in central bank omnipotence. However, money will now be made by selling

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What next for the global economy after China market woes? – BBC News 08-25-15

Salient to Investors: Global growth is changing but we are not on the verge of a global recession. UK and US growth is solid, and the Eurozone is staging a weak recovery. China’s stock market drop says little about the health of the Chinese economy and matters little to investors outside China,

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Eurozone outlook improves, International Monetary Fund says – BBC News 07-27-15

Salient to Investors: The IMF said: European growth will rise to 1.7% in 2016 versus 1.5% in 2015 thanks to falling oil prices, a weaker euro and ECB actions this year. Europe remains vulnerable to shocks that could bring prolonged stagnation, like Greece or a moderate shock to confidence from lower expected

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The Curse Of The Euro: Money Corrupted, Democracy Busted – David Stockman’s Contra Corner 07-17-15

Salient to Investors: David Stockman writes: Germany has set fire to the Eurozone in order to save it. Lending another $96 billion to a bankrupt country makes no sense, while the fiscal targets set for Greece are ridiculous. Greece has a de facto public debt of $400 billion vs. $200 billion of GDP. Within days the

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