S&P 500 Climbs to Four-Year High as ECB Details Bond Plan – Bloomberg 09-06-12

Salient to Investors: S&P 500 Index at highest since 2008. The Dow at highest since December 2007. Dan Veru at Palisade Capital Management said we are peeling away the uncertainties little by little, and Draghi is serious about putting Europe on a positive path. David Pearl at Epoch Investment Partners said the U.S. data is moving positively and we’re

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Decline in U.S. Seen Without More Immigration: Cutting Research – Bloomberg 08-31-12

Salient to Investors: Professor Robert Gordon at Northwestern University said: The U.S.’s best 250 years are behind it as economic growth may gradually sputter out, contradicting the nearly universal view promoted by Robert Solow and others that economic growth is a continuous process that will persist forever. Future growth in GDP per capita

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Asian Stocks Rise After China Inflation, Production Data – Bloomberg 08-09-12

Salient to Investors: Koji Toda at Resona Bank said money that risk money that fled Europe’s debt crisis is gradually returning to places where there is policy optimism. Tim Leung at IG Investment said China’s economic momentum is slowing – the market expects the Chinese government to help accelerate the economy. Richard Fisher at Federal Reserve Bank

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Dollar Weakens as Risk Appetite Increases; N.Z. Dollar Advances – Bloomberg 08-06-12

Salient to Investors: Michael Woolfolk at Bank of New York Mellon Corp said the market is already very short euros and overly long dollars, so expects reversion to a more neutral basis. Peter Gorra of BNP Paribas said the European debt crisis will be solved sooner than people think. Geoffrey Yu at UBS said many people are resigned

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Fareed Zakaria GPS – CNN 07-22-12

Salient to Investors: Fareed Zakaria said: Outsourcing jobs to ensure a company’s survival is acceptable and is how you run a business. America needs and already has a tax and regulatory structure that creates strong incentives for private businesses to flourish. The great shift in the U.S. economy over the past

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Fareed Zakaria GPS – CNN 07-15-12

Salient to Investors: Over the last two decades, US recoveries have been slow and jobless, In every recession from 1948-1990, jobs came back to pre-recession levels an average six months after the economy returned to its pre-recession level. In the 1990s, jobs came back 15 months later, and since 2001, 39 months later. McKinsey

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