Fareed Zakaria GPS – CNN 12-07-14

Salient to Investors: Fareed Zakaria said: The Department of Defense cost overruns on one weapons system are more than the total defense budget of Britain and France put together. The US spends more on defense than the next 8 nations put together including China and Russia.  Since 9/11 America has been

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Fareed Zakaria GPS – CNN 11-30-14

Salient to Investors: Fareed Zakaria said: All through history, humans have advanced when they have been able to work together. Matt Ridley said human progress took off when human beings began exchanging things, ideas, skills, goods, services.  Teamwork is the most crucial skill and yet education is mostly about solo performances.

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Fareed Zakaria GPS – CNN 10-19-14

Salient to Investors: Fareed Zakaria said: Obama’s Syria policy is destined for failure and almost certain to produce chaos and unintended consequences. Joshua Landis at Syria Comment estimates that non-jihadi groups collectively control only about 5% of Syria. The underlying reason for the violence in Iraq and Syria is a Sunni

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Fareed Zakaria GPS – CNN 10-05-14

Fareed Zakaria said: Over time, countries that grow economically tend to become more democratic, excepting oil-rich states that are run by dictators. China will not become a Western-style liberal democracy, but should consider Singapore’s example. Minxin Pei wrote in 2006 that China had had virtually no move toward political openness

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Christine Lagarde downbeat on global economy – BBC News 10-02-14

Salient to Investors: Christine Lagarde at the IMF said: The global economic outlook is less positive than in April but is still in recovery, and improved from a year ago. IMF growth forecasts for Hong Kong have not changed. The financial crisis left more major scars and legacies that the

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Goldman Sees Global LNG Projects at Risk as Demand Growth Slows – Bloomberg 10-01-14

Salient to Investors: Mark Wiseman et al at Goldman Sachs said: LNG projects in Africa, Canada and Australia face delays or cancellations as global demand slows, US output increases, nuclear reactors restart in Japan, China’s success in shale-gas E&P, and economic conditions in ASEAN. Global demand will compound at 5%

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