Corporations Are Sitting on More Cash Because There’s More Cash To Sit On

My Comments: This is one of the reasons why so many people expect the markets, especially the stock market, to do well in 2013. One of the uses for all this cash is to buy back stock, which in turn reduces the supply, and if you know a little bit about economics, if you reduce …

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Trans-Atlantic Ties Still Key to Renewing U.S. Global Leadership

My Comments: An attempt here to start the week with a more positive spin on what many of us see as the world in chaos. Yes, I’m supposed to see the world through the eyes of an investment specialist, and mostly, I do. But the role played by the US, and by extension, each one …

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Intervention: the US Won’t, Europe Can’t

My Comments: Most of you know that I am a center left Democrat. And I want the Republican Party to become relevant in American politics. That’s what going to keep the Democrats from moving too far to the left. Which is where they will go if there isn’t a legitimate, electable force coming from the …

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The Robot-v-Worker Debate on Job Losses/Gains

My Comment: This is sort of a follow up to the blog post yesterday where the topic was how advances in technology tended to kill the opportunity for job increases. It’s clear that there is no definitive answer. Trying to stop the advance of technology is not unlike good king whomever who is remembered for …

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No US Peace Dividend After Afghanistan

My Comments: There is no getting around the massive drain on our treasury and our military for the two wars we have engaged in over the past 13 years. One can argue their merits or lack thereof but the cost has been in the trillions, the lives impacted in the hundreds of thousands, and one …

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China’s Rising Pool of College Grads – and Expectations

My Thoughts on This: From time to time, I find nothing I want to share with readers of this blog. Some of what I run across is so technical that I suspect most of you would simply read three lines and say to hell with it. Can’t blame you much. One topic that keeps coming …

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What’s Going To Matter In 2013

My Comments: We are already well into January and those resolutions we talked about are starting to fade into the background. The reality is that there are forces out there over which we have no control, but if we can somehow anticipate what they are likely to be, we can position ourselves so as to …

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Big GM Investment in China

My Comments: Not talked about much during the recent election campaign but in the back of my mind as I pondered the merits of the GOP vs Dems. The neo-con crowd who were backing Romney were the same people who pushed as hard as anyone to get us into Iraq in 2002-03 and have been …

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The Deficit Is Already Shrinking At Its Fastest Pace Since World War II Demobilization

My Comments: OK, so it’s still Thanksgiving! Tell that to the folks running to the mall to participate in Black Friday. For me, that’s an economic phenomenon that helps justify my blog post today. After all, this is GOOD NEWS, news that we can be THANKFUL for, even if it is about economics, that nasty …

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Obama’s Next Task is to Split the GOP

My Comments: I have absolutely no idea how the next four years are going to work out for any of us. I am optimistic that it will be OK because for me the glass is always half full. It’s not in my nature to get wrapped up in woe and gloom. For better or worse, …

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