Health Spending: Watching for a Rebound
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The recent moderation in health care spending is cited as a sign of
efficiency and has inspired new hope for deficit reduction. But as the
economy improves...
The roots of the Italian stagnation
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It’s currently very trendy in Italy to blame Angela Merkel, Mario Monti,
and austerity measures for the current recession. This column argues that
while ...
VXTYN in Front of the Fed Decision
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Tomorrow in the middle of the afternoon the markets will brace, take a deep
breath, and then parse the wording of the press release from the Federal
Reserv...
Research Insight - Employing Systematic Equity Strategies - June 2013
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In this Research Insight, we introduce “Systematic Equity Strategies”
(SES), which refers to a rules-based implementation of investment
strategies and an...
French Schools Show Pitfalls for U.S. Common Core
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On June 17, tens of thousands of French 18-year-olds participated in a rite
of passage for which they had been preparing all their lives: writing the
philo...
Fighting Fed fears
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The Russell 1000® Index lost 3.8% between hitting its most recent market
high on May 21, 2013 and June 5, 2013. What do we at Russell make of this
pullback...
Whither China?
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All weekend long and this morning as I wake up in Monaco, the number of
disparate publications screaming at me about problems in China is just
overwhelming...
10 Year Treasury Yield Back Above CPI
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CPI, which was reported this morning, has shown some deceleration lately.
The core index is 1.68% higher than it was last year, which is a [...]
The pos...
Predictions…
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Last Tuesday night was a special night. I was having some out of state
friends that I had not seen for over a year meet my wife and me for dinner.
I picked...
Friday Market Update
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On Friday each week, we’ll post links to a handful of investment letters
that we think have important content, useful insights, or are otherwise
simply wel...
Crushing the Middle Class
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By:
John Browne
Monday, June 10, 2013
Like a carefully memorized religious incantation, politicians and central
bankers continually stress how the...
Betting that the U.S. Will Beat Emerging Markets
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Money manager Richard Bernstein is bullish on American small- and mid-cap
banks and industrials, but views the less-developed lands as perilous for
investors.
A Cooperative Effort to Win the Cyberwars
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In a world where corporate and government networks and websites are under
the continual threat of cyberattacks, cooperation between public and
private orga...
The Great Reflation
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By:
Peter Schiff
Friday, May 31, 2013
This week economists, investors and politicians were treated to some of the
"best" home price data since the...
