The news certainly isn’t getting better. Day by day, the data releases in the U.S. seem to disappoint. The China slowdown story is getting renewed traction. Finally, the most recent…
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Posted in Investing
Tagged China, equity, global investing, investment, investment portfolio
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
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…
Continue Reading »
Posted in Investing
Tagged equity, global investing, GrowthSpotting, technology sector
I’m writing this while flying home from what’s scheduled to be my last 2011 trip to meet with advisors and investors around the country. This year, I’ve spent about 85…
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Posted in Global Economy
Tagged corporate earnings, emerging markets, equity, Europe debt crisis, fiscal policy, labor
If you bought a 30-year Treasury on Oct. 27, 1981, you were a courageous soul. That bond, issued with a 15.20% coupon, matures at the end of this month and…
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Posted in Investing
Tagged bonds, consumer price index, Economy, equity, financial markets, inflation, investors, macroeconomics, Treasury, yields