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
READ MORE... →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
READ MORE... →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
READ MORE... →Salient to Investors: Fareed Zakaria said: ISIS’ strategy is to draw the US into a ground battle in Syria, and hope that a protracted war would sap US strength. David Fromkin wrote that terrorism cannot always be prevented but can always be defeated. India has 97 billionaires – third most in the
READ MORE... →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
READ MORE... →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.
READ MORE... →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
READ MORE... →Salient to Investors: Fareed Zakaria writes: Hong Kong is far richer than the rest of China and a window into the country’s future. The rise in US oil and gas production along with the slowing Chinese growth and appetite – a 0% increase in oil demand in 2014 versus 7% annual
READ MORE... →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
READ MORE... →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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