Fareed Zakaria GPS – CNN 02-15-15

On February 15, 2015   /   China Economy, Economics, Europe Economy, Fareed Zacharia, Germany Economy, Gillian Tett, Global Economy, Greece Economy, IMF, India Economy, Russia Economy, US Economy, Zanny Minton Beddoes  

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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Goldman: Here’s Why Oil Crashed—and Why Lower Prices Are Here to Stay – Bloomberg 02-11-15

On February 11, 2015   /   Economics, Global Economy, Goldman Sachs, Oil, Oil & Gas, US Economy  

Salient to Investors: Sven Jari Stehn at Goldman Sachs said: The massive supply shock in half2 2014 accounted for most of the oil price decline, joined by slowing demand in December and January. Since the stock market is a good indicator of economic demand, when stocks move in tandem with oil

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Zanny Minton Beddoes – Charlie Rose 02-10-15

On February 10, 2015   /   Brazil Economy, China Economy, Construction, Economics, Europe Economy, Global Economy, India Economy, Infrastructure, Iran Economy, Japan Economy, Nigeria Economy, Oil & Gas, Russia Economy, US Economy, Zanny Minton Beddoes  

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

On February 1, 2015   /   Africa Economy, China Economy, Economics, Fareed Zacharia, India Economy, Latin America, Mexico Economy, US Economy  

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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Fareed Zakaria GPS – CNN 01-25-15

On January 25, 2015   /   Australia Economy, Canada Economy, David Leonhardt, Fareed Zacharia, Oil, Saudi Arabia Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Radical Islam is the default ideology of anger, discontent and violent opposition for a small number of alienated young Muslim men around the world. Only Muslims and particularly Arabs can cure this cancer. In the 12 years between 9/12/01 and 2013, only 42 Americans

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

On January 19, 2015   /   China Economy, Europe Economy, Global Economy, IMF, Japan Economy, Nigeria Economy, Russia Economy, UK Economy, US Economy  

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

On January 18, 2015   /   China Economy, Europe Economy, Fareed Zacharia, France Economy, Global Economy, India Economy, Indonesia Economy, Iran Economy, Japan Economy, Nigeria Economy, Russia Economy, UK Economy, US Economy, Venezuela Economy  

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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Why The Stock Market Casino Is Dangerous: The Case Of Looney Tunes In the Sand Dunes – David Stockman’s Contra Corner 01-02-15

On January 2, 2015   /   ∫ – Profound Insight, David Stockman, Oil, Oil & Gas, US Economy, US Stocks  

Salient to Investors:  David Stockman writes: Emerge Energy Services’s parabolic rise from its IPO and absurd valuation demonstrates the momo play by robots, day traders and flavor-of-the-month hedge funds in a stock market that has been destroyed by the Fed. Emerge is a poster boy for the irrational exuberance that has become institutionalized

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