Monthly Archives: August 2017

Presidential Job Approval: Truman To Trump

  Source:   Gallup

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Week in Review – August 25

Global Stock Indices Kind of a quiet week for developed markets (DM) though with an upward bias. Emerging markets continue to rip higher with Brazil up almost 4 percent for the week on expectations of a massive sale of state … Continue reading

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US Sector ETF Performance – August 25

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Global Risk Monitor – August 25

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Speech By Mario Draghi At Jackson Hole

Sustaining openness in a dynamic global economy Speech by Mario Draghi, President of the ECB, at the Economic Policy Symposium of the Federal Reserve Bank of Kansas City, Jackson Hole, 25 August 201 The global recovery is firming up. In … Continue reading

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15 predictions Bill Gates made in 1999

No. 1: Price-comparison sites. Gates’ prediction: “Automated price comparison services will be developed, allowing people to see prices across multiple websites, making it effortless to find the cheapest product for all industries.”What we see now: You can easily search for … Continue reading

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Janet Yellen’s Jackson Hole Speech

August 25, 2017 Financial Stability a Decade after the Onset of the CrisisFinancial Stability a Decade after the Onset of the Crisis Chair Janet L. Yellen At “Fostering a Dynamic Global Recovery,” a symposium sponsored by the Federal Reserve Bank … Continue reading

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Jackson Hole Schedule

Note,  mountain time —  add two hours for NY time.   No expectations of policy from Yelen or Draghi.  Nothing priced.  Either a big yawn or big market move. Source:  Kansas City Federal Reserve Bank

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Dub “Start(me)up” Nation

New cover of Bloomberg BusinessWeek.  Go Dubs!   Number three in 2017–18.   Money! About three years ago, in February 2014, Andre Iguodala spent an off-day during the NBA season at the offices of venture capital firm Andreessen Horowitz in Menlo Park, Calif. … Continue reading

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Ray Dalio Opines And We Agree

Political risk rising.  Watch the “American Street.” When we held positions overnight on Wall Street, we used to go home worried about global instability and what was going on in the “Arab Street.”   Now we worry about the American … Continue reading

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