Fareed Zakaria GPS – CNN 08-16-15

Salient to Investors: Fareed Zakaria said: The Iran nuclear agreement is flawed, but has the toughest terms ever negotiated and sets back Iran’s nuclear program more than any serious military campaign would. Automatic re-imposition of sanctions can be triggered unilaterally by the US. Iran gets sanctions relief regardless because allies will not extend sanctions

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Here Are the Ominous Signs a Crushing Stock Market Correction Looms – TheStreet.com 08-15-15

Salient to Investors: James Hickman writes: Uninterrupted streaks in which the S&P 500 closes within 10% of its all ­time peak historically precede sudden declines: viz the tech bubble of the 1990s and the credit/housing bubble of the 2000s. The median decline from the peak is ­43% and typically takes 13

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Back to Fundamentals in Emerging Markets – Project-Syndicate 08-13-15

Salient to Investors: Dani Rodrik at Harvard said: Emerging markets may be seen to be in deep trouble but do not deserve the doom-and-gloom treatment they are getting. Stronger economic headwinds ahead will make it easier to distinguish countries that have strengthened economic and political fundamentals from those that have relied

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Gross Sees Global Economy Dangerously Close to Deflation – BloombergBusiness 08-07-15

Salient to Investors: Bill Gross at Janus Capital said: The global economy is dangerously close to deflationary growth. Any whiff of deflation and things tend to reverse and go badly. The CRB Commodity Index is lower than in 2008 when Lehman went bankrupt.  Oil, metals and crops have plunged due to

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Still Chop, Chop, Choppin’ At The Fed’s Front Door – David Stockman’s Contra Corner 08-06-15

David Stockman writes: Wall Street believes the sideways market of the last 6 months is a healthy market correction in time, not price, and that markets cannot go down unless there is a recession and that none is remotely in sight. We are in month 74 of the current recovery, beyond

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