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 02-15-15

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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Zanny Minton Beddoes – Charlie Rose 02-10-15

Salient to Investors: Zanny Minton Beddoes at The Economist said: The economy’s fundamental drivers, particularly rapid technological change, means that the rewards disproportionately go to the top. The latest IMF research suggests that you get stronger and more lasting economic growth in societies that are more equal. The last time

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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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IMF downgrades global growth forecast – BBC News 01-19-15

Salient to Investors: The IMF said: The global economy will grow 3.5% in 2015 and 3.7% in 2016. The boost from the sharp fall in oil prices will be more than offset by negative factors, including weaker investment. The euro area recovery will continue at only 1.2% growth in 2015 and 1.4% in 2016.

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Fareed Zakaria GPS – CNN 01-18-15

Salient to Investors: Fareed Zakaria said: The theory that “we fight them there so we don’t have to fight them here” is still wrong and would commit the US to a fool’s errand for decades. Cherif Kouachi, one of the Paris terrorists, testified that it was American intervention in the Middle East

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Fareed Zakaria: American innovation is in trouble – The Washington Post 01-01-15

Salient to Investors: Fareed Zakaria writes: New studies suggest that American innovation is in trouble and that the glittering examples of Facebook et al are deceptive. We are eating the seed corn and not laying the groundwork for the next great tech revolutions. Silicon Valley’s roots are deeply tied to government

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Fareed Zakaria GPS – CNN 12-21-14

Salient to Investors: Fareed Zakaria said: Movie studios and theaters have made a mistake in not affirming freedom of expression regarding the movie “The Interview”. In the late 1930s, the UK wanted to ban distribution of Charlie Chaplin’s “The Great Dictator”  to appease Nazi Germany. Obama’s strategy of pressuring Russia and making

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