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Europe
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February 2012 Global Economics Summary
Feb 9, 2012
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Just prior to the initial market selloff in 2011, we warned subscribers of the Intelligent Investor of a market correction in the May 2011 issue. We also provided warnings a couple of months earlier pointing to a weakening global economy in the second half of 2011. The peak risk during this cycle occurred in early October 2011.
Since then we have seen few absolute improvements. Rather, it has been an environment of relative improvement with the U.S. capital markets as the main benefactor. Meanwhile, the U.S. equities markets have benefited from both positive and negative developments in Europe.
Over the next several weeks we believe a new risk cycle will begin.
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January 2012 Global Economic Summary
Feb 7, 2012
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After nearly four years of harsh economic consequences, we have seen little if any progress by the criminal puppets in Washington. Despite the continuous lies from a variety of partisan sources, there has been no real job creation. We have only heard delusions, excuses and lame duck proposals.
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Is Peter Schiff REALLY Still Pimping the Euro?
Dec 8, 2011
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As time moves forward, while my own forecasts and recommendations continue to serve as a crystal ball, many of those made by Peter Schiff of Europacific Capital continue to form an embarrassing display.
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UK Economic Analysis: Housing and Banking Risk
Dec 6, 2011
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Just released for subscribers of the Intelligent Investor is a 30-minute video presentation discussing the risks of an additional housing market correction, as well as the risks posed to the global financial system by a meltdown in UK's banking system.
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Global Economic Analysis: France
Oct 21, 2011
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As the sovereign debt crisis continues to worsen due in large part to incompetent leadership, more attention is being given to France.
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Global Economic Analysis: Italy
Oct 21, 2011
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While we have certainly seen commonalities such as high unemployment, reduced output, and fiscal stress, the economic collapse has also forced the leaders of each nation to take a good look at their nation’s strengths and weaknesses. The case of Italy has revealed a great deal.
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The Solution to Greece's Sovereign Debt Crisis
May 27, 2011
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In the very first issue of the Intelligent Investor (June 2009), I discussed problems in Europe that became a reality several months later.
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Results of the Poll: Which Country Has the Largest Percentage of Outstanding Government Debt in the Form of Net Credit Default Swaps?
Jun 26, 2010
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Portugal, at 5%.
For those of you who never voted, please don't vote now!
I've only kept the poll up so you can see the results because I am unable to post the results here in am image right...
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