World Bank Sees Continued Global Growth

by Marilou Long on June 6, 2017 in Economic Indicators

The World Bank is projecting global growth of 2.7% for 2017 and 2.9% for the following two years.  From the linked article: Growing confidence and “a recovery in industrial activity has coincided with a pick-up in global trade, after two years of marked weakness,” noted the report. The seven largest emerging market economies – China, […]

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The World that World War II Built – by George Friedman

by Marilou Long on May 24, 2017 in Geopolitical

George Friedman, the founder of Geopolitical Futures, has a vast knowledge of history, and I always find his essays thought provoking.  I recommend a gift subscription to Geopolitical Futures for your recent high school or college graduate.  Here is the link to his recent essay “The World that World War II Built”.  From the linked […]

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How North Korea Views the Situation on the Peninsula

by Marilou Long on May 1, 2017 in Geopolitical

Given the administration’s focus on North Korea, I thought that this article by George Freidman, the founder of Geopolitical Futures, was very interesting.  From the linked article: The Democratic People’s Republic of Korea was founded as a communist state and a client of the Soviet Union. The Soviets encouraged North Korea to invade South Korea to […]

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The Rise in Populism in Mexico

by Marilou Long on April 12, 2017 in Foreign Markets

Stratfor has an interesting article today on the rise of populism in Mexico.  From the linked article: Mexico’s 2018 presidential election is already stoking concern north of the border. For months, populist candidate Andres Manuel Lopez Obrador has led the polls for what promises to be a close presidential race. As a result, public and […]

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George Friedman on Warsaw and Budapest

by Marilou Long on April 5, 2017 in Foreign Markets

George Friedman, the founder of Geopolitical Futures, had an interesting piece today on the dynamics between Eastern Europe and Russia.  From the linked article: As I have mentioned previously, I spent the past couple of weeks in Europe. I completed my trip last week with a visit to Warsaw and Budapest. Both places are concerned […]

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Ed Yardeni on the Failure of Repeal and Replace

by Marilou Long on March 28, 2017 in Economic Indicators

From today’s Morning Briefing: This week may be dominated by the fallout from the failure of the Republicans to repeal and replace (R&R) Obamacare (a.k.a. the Affordable Care Act, or ACA) at the end of last week. The good news is that it didn’t take very long to cripple this flawed legislative initiative, which means […]

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A Brief Summary of what the AHCA might or might not have accomplished

by Laura Ehrenberg-Chesler on March 27, 2017 in Healthcare

I have been struggling with understanding what the failed health care bill did,and did not include. I found this very brief summary from Jim Geraghty at “The National Review” very useful: “Like most of my colleagues, I found AHCA pretty “meh” at best. (With all the bashing going on right now, it’s worth remembering that […]

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Paul Ryan and the new Health Care Bill

by Laura Ehrenberg-Chesler on March 23, 2017 in Healthcare

An interesting excerpt from Paul Ryan’s Opinion piece in today’s “WSJ”: “Right now, the tax code discriminates against people who don’t get health care from their jobs. It makes no sense that those who have insurance through work see a tax benefit, while those who don’t, get nothing. Our bill would level the playing field […]

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Repeal and Replace

by Marilou Long on March 15, 2017 in Healthcare

With the media focused on yesterday’s CBO release of the scoring on the proposed Republican health care plan, I found this analysis from today’s Yardeni Research Morning Briefing interesting: The bull obviously got recharged by the animal spirits unleashed following Election Day. Undoubtedly, investors got into the spirit as well on expectations that Trump’s Electoral […]

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Entrepreneurial Capitalism vs Crony Capitalism

by Laura Ehrenberg-Chesler on March 9, 2017 in capitalism

From our favorite economist Ed Yardeni: “My experience as the owner of a small business is that entrepreneurs are actually driven by insecurity, not selfishness. Our number one worry is that we won’t satisfy our customers so they will go elsewhere, putting us out of business. That’s why we strive so hard to grow our […]

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