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Making Sense Of It All

Developments in Europe have dominated the world’s economic headlines in recent days and have obscured some good news from China. In this week’s newsletter, we will cover the background of these important events and their meaning to global investors.

Making Sense Of The European Chaos

We have long believed that the European currency union will not survive in its current form and that some governments will never pay off their huge bond debts. Recent news about the European sovereign debt crisis has been negative and supports our bleak evaluation of the situation. However, . . .
Continue Reading: Making Sense Of It All

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Markets Rolling – Look For More Of The Same

During the last two weeks, global markets have moved their way to higher ground and indications point to a healthier finish than expected to an otherwise sickly 2011.

We see several developments supporting a continued equity market rally. They have to do with measures taken in China, Europe, and by central bankers around the globe.  We discussed these actions briefly last week and now we’d like to take a more detailed look at them.

 

Reason # 1: China Revving Up Its Growth Engine!

In the three-month quarter ending September 30, the Chinese national gross domestic product grew at . . .
Continue Reading: Markets Rolling – Look For More Of The Same

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Monty’s and Tony’s Recent Post in the Financial Planning Association of Los Angeles’ Fall Edition

Please click here to view the full article.

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