Major government policy processes, including the ongoing debate over the nation’s finances, resemble icebergs. The things we see on the surface—the congenial handshakes, hard-edged rhetoric and leaks to favored journalists—mask…
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Posted in U.S. Policy & Politics
Tagged Fed, fiscal cliff, fiscal policy, taxes

I recently wrote about some of the misconceptions related to the Chinese economy.  Today, I’d like to discuss how we believe the economy will evolve in the coming years. While…
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Posted in Global Economy
Tagged China, global investing