Don’t Worry About the Bull Market; Worry About the Dollar: Richard Bernstein – ThinkAdvisor 06-22-15

On June 22, 2015   /   Global Diversification, Japan Economy, Richard Bernstein, South Korea Economy, US Dollar, US Stocks  

Salient to Investors: Richard Bernstein at Richard Bernstein Advisors writes: The bull market is intact. Markets rise after the Fed starts raising as earnings trump rising rates, and there is no end of cycle behavior, like excessive leverage or a big buildup in inventories except for energy. The MSCI European

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Fareed Zakaria: American innovation is in trouble – The Washington Post 01-01-15

On January 1, 2015   /   China Economy, Economics, Fareed Zacharia, Global Diversification, Global Economy, India Economy, Israel Economy, Sweden Economy, US Economy, π – Shrewd Observation  

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

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