October 2013

October 31,2013

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Bank Reform: Europe’s Slow and Steady Progress Continues When Spain’s real estate bubble burst in 2008, the country went into a recession. The country was returning to growth in 2010, just in time to be taken down by the continent’s emerging...
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October 24, 2013

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Government Dysfunction Was Not Effective in Putting Much Fear in the Markets. Here’s Why. The investing world has gotten tired; it is especially tired of crisis. It is tired of financial TV’s network anchors babbling on about how bad the debt limit...
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October 17, 2013

Global Economics Provides Reasons to Be Bullish, But Politics Poses Downside Risk As we write this, Capitol Hill’s partisan bickering and rancor have reached the conclusion we anticipated. We don’t believe that the conflict which monopolized headlines for the past two weeks...
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October 10, 2013

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More Reasons to Be Bullish on Japan We believe recent events and emerging trends continue to justify a bullish position on Japanese equity markets. Since the Japanese economy has been trapped in deflation for more than two decades, the psychology...
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October 3, 2013

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German Elections Endorse Merkel’s Slow, Steady Approach to Eurozone Recovery (And So Do the Markets) Germans went to the polls on September 22 to elect parliamentary representatives. They handed a resounding victory to “Mutti Merkel” as the chancellor Angela Merkel is...
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Diem certam indicere

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