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Meet The New Recession Cycle — It’s Triggered By Bursting Bubbles, Not Surging Inflation – David Stockman’s Contra-Corner 04-05-15

On April 5, 2015   /   Bond Market, Chris Rupkey, David Stockman, Economics, Global Economy, US Economy, US Stocks  

Salient to Investors: David Stockman writes: Chris Rupkey at MUFG Union Bank says consumers have emerged from the winter blues and if they spend anywhere as great as they feel, the economy will roar over the next few months. Rupkey and others have been expecting a roaring economy for several years but are

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Fareed Zakaria GPS – CNN 03-29-15

On March 29, 2015   /   Defense, Economics, Education, Fareed Zacharia, Global Economy, Iran Economy, Israel Economy, Saudi Arabia Economy, US Economy  

Salient to Investors: Fareed Zakaria said: The pattern of Yemen’s descent into chaos is likely to repeat, possibly in more significant countries like Egypt. That pattern is repressive, secular regimes backed by the West become illegitimate, become more repressive to survive, and whose opposition becomes more extreme, religious and violent. Learning

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Fareed Zakaria GPS – CNN 03-22-15

On March 22, 2015   /   Defense, Economics, Fareed Zacharia, Financial Services, India Economy, Israel Economy, Michael Lewis, Saudi Arabia Economy, US Economy  

Fareed Zakaria said: The greatest vulnerability for Israel is its legal jurisdiction over 4.5 million Arabs who have neither a state nor a vote – a situation that cannot last in a democratic society. The Stockholm IPRI says Israel’s defense budget is larger than that of Egypt, Jordan, Syria and Lebanon

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Fareed Zakaria GPS – CNN 03-08-15

On March 8, 2015   /   Africa Economy, Asian Economy, China Economy, Economics, Europe Economy, Fareed Zacharia, Global Economy, Iran Economy, Russia Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Netanyahu’s alternative to the Iran nuclear deal is divorced from reality – his predictions about Iran’s nuclear threat have been wrong for 25 years. Without a nuclear deal, Iran in 10 years will have 50,000 centrifuges, massive stocks of highly enriched uranium, new facilities, thousands of

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Fareed Zakaria GPS – CNN 02-22-15

On February 22, 2015   /   Brazil Economy, Economics, Emerging Market Economies, Fareed Zacharia, Germany Economy, Global Economy, Middle East, Oil, Russia Economy, US Economy  

Salient to Investors: Fareed Zakaria said: There are 1.6 billion Muslims in the world of which perhaps 30,000 are members of ISIS. Sheri Berman at Barnard College says ideologies succeed when they replace failed ideas. ISIS has benefited from the failure of Pan Arab-ism, Republicanism, nascent efforts at democracy, economic liberalism and

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Fareed Zakaria GPS – CNN 02-15-15

On February 15, 2015   /   China Economy, Economics, Europe Economy, Fareed Zacharia, Germany Economy, Gillian Tett, Global Economy, Greece Economy, IMF, India Economy, Russia Economy, US Economy, Zanny Minton Beddoes  

Salient to Investors: Fareed Zakaria said: The IEA said Russia faces a perfect storm of collapsing oil prices, international sanctions and currency depreciation. The IMF predicts the Russian economy will contract by 3% in 2015. Putin does not respond to higher costs in a rational calculating manner. Military aid to

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Goldman: Here’s Why Oil Crashed—and Why Lower Prices Are Here to Stay – Bloomberg 02-11-15

On February 11, 2015   /   Economics, Global Economy, Goldman Sachs, Oil, Oil & Gas, US Economy  

Salient to Investors: Sven Jari Stehn at Goldman Sachs said: The massive supply shock in half2 2014 accounted for most of the oil price decline, joined by slowing demand in December and January. Since the stock market is a good indicator of economic demand, when stocks move in tandem with oil

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