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
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
This morning I flew back to New York from a series of client meetings in New Orleans via Newark Liberty Airport, and my flight was on time—actually a little early….
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Posted in U.S. Policy & Politics
Tagged economic recovery, education, emerging markets, Europe debt crisis, industry, infrastructure, labor, state funding, taxes