Don’t Count “U.S.” Out, Part 5 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 Uncategorized
Tagged Congressional Budget Office, debt, deficit, Don’t Count ‘U.S.’ Out, healthcare
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 seeking growth….
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Posted in Investing
Tagged emerging markets, equities, GrowthSpotting, healthcare
Any bid for the Presidency of the United States, from the tight race to the outcome, will surely affect both the U.S. economy and the capital markets at large. The…
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Posted in U.S. Policy & Politics
Tagged Election2012, healthcare, U.S. policy
In my last blog post, I “fessed up” to being a “recovering political scientist” and expressed some regret about the importance political analysis has recently played in influencing investment decisions….
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Posted in U.S. Policy & Politics
Tagged election, energy, healthcare, oil, policy, reform, taxes
Ruling on grounds I don’t think many of us expected, the U.S. Supreme Court upheld a piece of legislation that’s known either as the Affordable Care Act (ACA) or “Obamacare,”…
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Posted in U.S. Policy & Politics
Tagged healthcare, U.S. economy, U.S. policy