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We Are All Linked

I recently viewed a news report on the economic troubles in Europe. This report focused on Spain’s economy, how it’s housing market remained in steep decline, unemployment was 24%, close to 50% unemployment among youth, and how despite having above…

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Earnings to Headlines

As the final corporate earnings reports for 2011 trickle in, we can say with confidence that 2011 was another good year for corporate profits. Corporate profits are very healthy. In fact they have more than doubled since the 1st quarter…

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FEAR + FUNDAMENTALS = OPPORTUNITY?

The European debt crisis, Washington political gridlock, and slow "new normal" economic growth; as investors we all lived through these market events and realities in 2011. Unfortunately, none of these conditions are likely go to away any time soon. Throw…

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Emerging Markets Are Not Europe

We continue to see the Emerging market stocks get beat up as the global economy has cooled and the U.S. and European debt problems percolate every day. We believe that current headlines and TV talking heads are preventing investors from…

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Deleveraging –> Baby Steps For Now!

Leveraging did not occur overnight, and the process of “deleveraging” government balance sheets will not happen overnight either. In the aftermath of 2008, the U.S. government recapitalized banks and invested in our auto companies to prevent a financial meltdown and massive…

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Moderating Growth, More Volatility

The recent correction of 10-15% in major stock market indexes was ignited by concerns over sovereign debt markets in Europe, but it is also a reflection of moderating growth rate in our economy. The rapid rebound from our recession lows…

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Thursday’s Flash Crash and Europe

Last week was a hectic week in the stock market. On Thursday we witnessed a rollercoaster as stocks started strong, fell as fears increased that the sovereign debt crisis in Greece might spread to other areas of Europe. Shortly thereafter…

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