Fareed Zakaria GPS – CNN 09-13-15

On September 13, 2015   /   China Economy, Cuba Economy, Economics, Europe Economy, Fareed Zacharia, Germany Economy, Global Economy, Investing, Major Trends, Middle East, Russia Economy, Ukraine Economy, US Economy  

Salient to Investors: Fareed Zakaria said: China’s economy is nearly 2.5 times that of Japan so even if growth slows substantially, China will continue to have seismic effects on the global economy. Henry Kissinger said Republican candidate China-bashing is dangerous and could create an atmosphere a la Europe before WW

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Fareed Zakaria GPS – CNN 08-30-15

On August 30, 2015   /   Economics, Europe Economy, France Economy, Germany Economy, Global Economy, Greece Economy, Japan Economy, Middle East, Portugal Economy, US Economy  

Salient to Investors: Fareed Zakaria said: The US economy has recovered nicely. A 2014 UCLA study found that many black and Latino students face almost total isolation from white and Asian students and middle-class peers. Much more Saudi oil wealth has gone into pernicious causes over the last 30 years

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Contra Corner Gets Some Company – The NYT Highlights Four Who Saw it Coming – David Stockman’s Contra Corner 08-26-15

On August 26, 2015   /   Bond Market, China Economy, David Stockman, Economics, Europe Economy, Global Economy, US Economy, US Stocks  

Salient to Investors: David Stockman writes: Expect a central banker to soon herald that more monetary heroin is coming, triggering a market rally and pronouncements that its “correction” is over. It will take time for the market to lose its unwarranted faith in central bank omnipotence. However, money will now be made by selling

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What next for the global economy after China market woes? – BBC News 08-25-15

On August 25, 2015   /   Bond Market, China Economy, Economics, Emerging Market Economies, Europe Economy, Global Economy, US Economy, US Stocks  

Salient to Investors: Global growth is changing but we are not on the verge of a global recession. UK and US growth is solid, and the Eurozone is staging a weak recovery. China’s stock market drop says little about the health of the Chinese economy and matters little to investors outside China,

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The Curse Of The Euro: Money Corrupted, Democracy Busted – David Stockman’s Contra Corner 07-17-15

On July 17, 2015   /   Bond Market, David Stockman, Economics, Euro, Europe Economy, France Economy, Germany Economy, Greece Economy, Ireland Economy, Italy Economy, Major Trends, Portugal Economy, Spain Economy  

Salient to Investors: David Stockman writes: Germany has set fire to the Eurozone in order to save it. Lending another $96 billion to a bankrupt country makes no sense, while the fiscal targets set for Greece are ridiculous. Greece has a de facto public debt of $400 billion vs. $200 billion of GDP. Within days the

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When It Comes To Total Debt, Greece Is Not That Much Worse Than France (Or The USA) – Zero Hedge 07-17-15

On July 17, 2015   /   Europe Economy, France Economy, Germany Economy, Greece Economy, Italy Economy, UK Economy, US Economy  

Salient to Investors: Tyler Durden writes: The IMF has admitted Greece has an unsustainable debt problem. French PM Hollande’s sole focus in the Greek crisis was to preserve near-term stability and his job at any cost – he is guaranteed to lose the 2017 French elections. Once the current generation

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Fareed Zakaria GPS – CNN 07-12-15

On July 12, 2015   /   China Economy, China Stocks, Economics, Europe Economy, Fareed Zacharia, Greece Economy, Iran Economy, Kenneth Rogoff, US Economy, Zanny Minton Beddoes  

Salient to Investors: Fareed Zakaria said: The Economist says Connecticut bankrolls the weaker states in America: 5% of their GDP over the last 20 years has been net income transfers to states like Mississippi and Alabama. Allen Cooperman says the nuclear deal will only take Iran from 2 months away

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Alexis Tsipras—-Angel Of Mercy Or “Trusty” Of The Central Bankers’ Debt Prison? – David Stockman’s Contra Corner 06-23-15

On June 23, 2015   /   Bond Market, David Stockman, Economics, Europe Economy, Greece Economy, Italy Economy, US Economy  

Salient to Investors: David Stockman writes: Keynesian central banking has created a worldwide financial bubble. Soaring bond yields and the fear of losing debt market access are the one force that can cause governments to sober-up and acknowledge the facts. Reagan did not want Volcker to ease the intense upward pressure on interest rates and private

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Fareed Zakaria GPS – CNN 06-14-15

On June 14, 2015   /   Africa Economy, China Economy, Economics, Energy, Europe Economy, Fareed Zacharia, Global Economy, Iran Economy, Japan Economy, Major Trends, Middle East, Oil & Gas, Saudi Arabia Economy, US Economy  

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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