Merkel Losing Allies in $700 Billion Shift to Renewables – Bloomberg 04-05-13

Salient to Investors: Marc Nettelbeck at DZ Bank said the entire energy switch has derailed – the difficulties connecting offshore wind farms to the power grid reduces their profitability and renders the original investment calculations of utilities invalid. Marc Oliver Bettzuege at Cologne University said the offshore expansion in Germany

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Euro-Crisis Redux Seen as Greatest Threat to Germany – Bloomberg 03-14-13

Salient to Investors: Economists say a resurgence of the debt crisis is the biggest threat facing Germany in an election year. Thomas Mayer at Deutsche Bank, Holger Schmieding at Berenberg Bank and others say declining sovereign bond yields in countries such as Italy and Ireland should not lull governments across Europe into thinking they can let up

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Jim Rogers: Markets In For a Wake Up Call – Fox Business 02-05-13

Salient to Investors: Jim Rogers says: Central bank printing unlimited amounts of money is spreading even to Japan and Germany and Europe and has never been good for anyone. Printing money is artificial and ends eventually. Germany will have a lot of good news ahead so that Merkel can win

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The Global Economy In 2013: 5 Key Economic Trends? – Seeking Alpha 01-23-13

Salient to Investors: Shane Brett at AllAboutAlpha writes: The long-term outlook for the US economy is broadly positive with housing stabilized, consumer confidence slowly returning, political instability solved by Obama’s decisive win, and as health spending increases under Obamacare. Cheap domestic energy will continue and the US will seriously expand

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IMF Cuts Forecast on Second Year of Europe Contraction – Bloomberg 01-23-13

Salient to Investors: The IMF said: The world economy will grow 3.5 percent in  2013 and 4.1 percent in 2014, versus 3.2 percent in 2012. The euro region will shrink 0.2 percent in 2013, led by Spain and slowing growth in Germany, and grow 1 percent in 2014. The euro region poses a

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Lone German Keynesian Advocates Pooling Euro Debt – Bloomberg 12-06-12

Salient to Investors: Peter Bofinger at University of Wuerzburg said: Germany would be the biggest loser in a euro breakup. Germany’s national obsession with austerity stems from a misreading of Germany’s recent history. Germans rarely acknowledge how they have benefited from the euro with lower exchange rates and record-low interest rates – the benefit of

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