Fareed Zakaria GPS – CNN 06-14-15

Salient to Investors: Fareed Zakaria said: The cold war between Russia and the West over Ukraine is worsening. Saudi Arabia will not build a nuclear weapon whatever happens with Iran’s nuclear program because it cannot – oil is 44 % and manufacturing less than 10% of GDP. Saudi Arabia could not

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Fareed Zakaria GPS – CNN 03-08-15

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 02-01-15

Salient to Investors: Fareed Zakaria said: Negative foreign policy is about preventing bad things from happening, confronting dangers and dealing with bad guys. Positive foreign policy is about building new relationships, expanding markets and opportunities, strengthening alliances and values. India will be the next global Goliath, though not as fast growing

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Fareed Zakaria GPS – CNN 09-28-14

Salient to Investors: Fareed Zakaria said: Destroying ISIS will take collaboration with Iran (which has far more influence than the US with the Iraqi government) which would  have beneficial effects from Iraq to Syria to Afghanistan. While air strikes are usually successful, what usually follows is messy. The US cannot both destroy ISIS

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Ebola-hit nations may ‘face collapse’ – BBC News 09-24-14

Salient to Investors: The International Crisis Group said: The Ebola outbreak threatens to become a political crisis that could unravel years of effort to stabilize West Africa – the worst-hit countries face widespread chaos and, potentially, collapse. Adding social breakdown to the epidemic would create a disaster perhaps impossible to

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Recession Warnings Found in Asset Price Declines: Cutting Research – Bloomberg 10-03-13

Salient to Investors: John C. Bluedorn, Joerg Decressin and Marco E. Terrones at the IMF said: Slumping asset prices show a recession is probably on its way for the G-7 economies as declining asset prices are significantly associated with the beginning of an economic contraction. From 1970 to 2011, stocks

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