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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Powdering The GDP Pig – There Was No Escape Velocity Inside – David Stockman’s Contra Corner 10-30-15

Salient to Investors: David Stockman writes: The global economy is in deflation and the US economy is stalling and within months will be in recession and the market in panic. The Fed cannot prevent the US economy from sliding into the global slump. Since 2000, the Fed has twice before pushed on a

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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 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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