Once again this year misguided administrators have overlooked the opportunity to have me deliver the commencement address at one of the nation’s universities. But even though the graduating seniors and…
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Don’t Count “U.S.” Out, Part 4 Many people I encounter feel the U.S. economy is in a long-term decline. I disagree. I believe there are five potential forces that may…
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Don’t Count “U.S.” Out, Part 3 Many people I encounter feel the U.S. economy is on a long-term decline. I disagree. I believe there are five potential forces that will…
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Global equities, broadly, are rallying, with year-to-date returns in several markets reaching high single and even double digits.1 The one glaring exception is the emerging world. Year to date, emerging…
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GrowthSpotting: The Art of Global Investing This series cuts through market noise to explore what we believe are the most relevant and inevitable global trends for investors seeking growth. In…
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