GrowthSpotting: The Art of Global Investing This series cuts through market noise to explore a handful of what we believe are the most relevant and inevitable global trends for investors…
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Posted in Investing
Tagged equity, global investing, GrowthSpotting, technology sector
After three years of burying their heads in the sand (for political purposes, I assume), Spanish officials finally asked for a €100 billion bailout for their country’s banking system. I…
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Posted in Global Economy
Tagged bailout, euro, European sovereign debt crisis, Eurozone, Spain
Although fleeting attention is usually paid to what economists say, there was a flurry of debate about a recent op-ed piece in the Financial Times by former Treasury secretary and…
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Posted in U.S. Policy & Politics
Tagged budget, government spending, infrastructure, taxes
Sitting in his large office suite on the top floor of the Federal Reserve Building on 20th Street and Constitution Avenue, Chairman Bernanke was dreading the morning of June 1. Coming…
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Posted in U.S. Policy & Politics
Tagged Bernanke, Fed, U.S. economy
The German government can now borrow money for two years at 0.00%. German T-bill rates are negative. Investors are paying the German government to protect their short-term money. Should we…
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Posted in Global Economy
Tagged bonds, euro, Eurozone, Germany, Greece