What Putin Wrought Has World Asking What Russia Might Have Been – Bloomberg 09-29-14

Salient to Investors: Michael McFaul at Stanford University sees long-term damage to Russia from Putin’s new direction. Anders Aslund at the Peterson Institute for Intl Economics sees a similar shortfall in Russia’s 2014 growth to 2013’s growth of 1.3%, and versus IMF’s 2013 forecast of 3.9%. Alexei Kudrin expects Russia to post zero

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Putin’s Sell-Treasuries-for-BRICS Bonds Plan Has Limits – Bloomberg 09-26-14

Salient to Investors: Richard Segal at Jefferies Intl said Russia’s reserves are too large relative to emerging-market dollar bonds so it will be difficult for it to stop buying US, European and Japanese bonds. Luis Costa at Citigroup said Russia’s bond-diversification plan sounds like posturing as the size of its sovereign-wealth

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Fareed Zakaria GPS – CNN 09-07-14

Salient to Investors: Fareed Zakaria said: Islamic terror is not the isolated behavior of a handful of nihilists but a broader culture that has been complicit in it or at least unwilling to combat it. Zawahiri’s effort to recruit Indian Muslims will fail. The Arab world produces fanaticism and jihad

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Fareed Zakaria GPS – CNN 08-31-14

Salient to Investors: Fareed Zakaria said: Defeating ISIS would require a large and sustained strategic effort from the US but without significant numbers of US ground troops. ISIS videos of executions are designed to sow terror in the minds of opponents who when facing ISIS fighters now reportedly flee rather

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Dimensional Winning in Emerging Markets: Riskless Return – Bloomberg 07-08-14

Salient to Investors: Karen Umland at the DFA Emerging Markets Small Cap Portfolio Fund is slightly overweight India, and had 15 percent of holdings in Taiwan, over 14 percent in South Korea, over 14 percent in China, and 9.2 percent in Brazil at the end of Q1. Umland dislikes Russia

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Goldman to Fidelity Call for Calm After Global Stock Wipeout – Bloomberg 02-04-14

Salient to Investors: Catherine Yeung at Fidelity Investment Mgmt is advising calm, adding that profits are rising and shares just got a lot less expensive as being a contrarian and buying when things seem bad is often a good thing. Goldman Sachs to AMP Capital Investors and JPMorgan Chase are

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