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Commencement Address to the Class of 2013

Posted on May 17th, 2013 by Jerry Webman | 2 Comments

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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Posted in U.S. Policy & Politics
Tagged education, employment, U.S. economy

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The U.S. Actually Still Makes “Stuff”

Posted on May 16th, 2013 by Jerry Webman | One Comment

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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Posted in U.S. Policy & Politics
Tagged Don’t Count ‘U.S.’ Out, employment, labor, labor market, U.S. economy, U.S. manufacturing

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U.S. Housing’s Surprisingly Strong Foundation

Posted on May 13th, 2013 by Jerry Webman | Leave a comment

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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Posted in U.S. Policy & Politics
Tagged Don’t Count ‘U.S.’ Out, housing, housing market, U.S. economy

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OppChart Weekly: Why Are Emerging Markets Underperforming?

Posted on May 9th, 2013 by Jerry Webman | Leave a comment

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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Posted in Global Economy
Tagged emerging markets, global equity, global growth, global investing, monetary policy, stocks

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My Milk Has WHAT in It?

Posted on May 8th, 2013 by George Evans | Leave a comment

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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Posted in Investing
Tagged emerging markets, equities, food industry, GrowthSpotting, stocks

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