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Archive for the Investing 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 10-25-15

Salient to Investors: Fareed Zakaria said: When politicians have been in power for a decade, voters usually want a change no matter how popular the leader is. The hallmark of populism is anger. Left-wing populism is mostly about economics. Right-wing populism is mostly about culture. Both hate the big city elites who

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Brands that make consumers emotional outperform the S&P 500 over time – MarketWatch 10-07-15

Salient to Investors: MBLM found that from 2005 to 2014,  companies with intimate brands averaged 5% more revenue growth and 11% more profit growth than the S&P 500 index. The top-performing industry in the US was the auto industry, suggesting scandals did not dent customer enthusiasm. Mario Natarelli at MBLM said

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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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Opinion: Think VW’s stock can make you rich on a rebound? Think again – MarketWatch 09-23-15

Salient to Investors: The final value of fines and lawsuits is not yet known so it is too early to bottom-fish Volkswagen stock. Cheating on emissions rules has affected 11 million VWs worldwide and it is not yet known how many countries’ regulators will get involved. George Young at Villere looks

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The Fall Of Volkswagen: How Analysts Are Reacting – Benzinga.com 09-22-15

Salient to Investors: Tim Rokossa at Deutsche Bank said the consequences of Volkswagen’s intentional cheating could be far larger than in previous auto manufacturer cases, and makes its US turnaround significantly harder: though companies who fully cooperated with regulatory agencies received lower fines. Harald Hendrikse at Morgan Stanley said Volkswagen faces

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Looking for the lifeboats – The Economist 09-19-15

Salient to Investors: Both equities and government bonds are overvalued but are unlikely to fall in tandem. Long-term investors should ignore short-term market declines because over the long-term, asset prices rise – US equities overcame the dotcom bubble and 2008 financial crisis to reach record highs in 2015. However, equities could be

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The zero rate trap – The Economist 09-18-15

Salient to Investors: No Fed tightening was a sensible decision. The Fed is in a trap: low interest rates have raised global equity markets, whose collapse in August helped in preventing the Fed from raising rates. Most British homeowners have variable rate mortgages so while interest rate cuts staved off a potential

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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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Panic Now! Avoid The Rush – David Stockman’s Contra Corner 09-02-15

Salient to Investors: Lee Adler writes: We are in the first leg of a bear market. Markets are neither crazy nor sane, but measure and reflect liquidity. The two official rules are a) the trend is your friend, and b) don’t fight the Fed. Be positive in your coverage of

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