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Latest Insight & Opinion

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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We’ve Seen This Picture Before – Global Markets Down $13 Trillion Already – David Stockman’s Contra Corner 09-29-15

Salient to Investors: David Stockman writes: The global economy is drastically overbuilt on $225 trillion of debt. The 2008 collapse was quickly arrested by unprecedented central bank money printing, which is unavailable this time around because interest rates cannot go any lower and QE does not stimulate economies at peak debt, and only inflates financial

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Fareed Zakaria GPS – CNN 09-27-15

Salient to Investors: Fareed Zakaria said the Syrian civil war will not end any time soon. Bill Clinton said: Without a nuclear agreement with Iran 1 to 4 other states would get nuclear power in the Middle East. 10 years is a long time: from 1979-1989, the Berlin wall fell, the

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It’s Not Over For Volkswagen; Deutsche Bank Downgrades ‘Polluted’ Stock – Benzinga.com 09-23-15

Salient to Investors: Tim Rokossa at Deutsche Bank said: Uncertainty related to Volkwagen’s emission scandal will persist and its impact poses even higher risks for VW’s future cash flows. The history of recalls shows that the first ‘confessions’ are rarely the end of it. Legal fees will be manageable as their

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Volkswagen emissions scandal could be just the beginning, Wall Street says – Wall Street Journal 09-23-15

Salient to Investors: Barclays said car makers face more pollution control expense in the wake of VW’s scandal. Stifel said the Intl Council on Clean Transportation has found questionable diesel emission results across several unnamed makers and more widespread vehicle recalls pose significant near-term risk for European car makers. Morgan

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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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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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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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