Knowledge is Power: Interest Rate Hikes, Pink Slips, Emerging Markets Edition

Federal Reserve Interest Rate Hikes: A Historical Perspective (Forward Management LLC) Pink Slips at Disney. But First, Training Foreign Replacements (NY Times) Ten Things Americans Might Find Odd About the Way Russians Live (Sputnik News) Why Wall Street keeps winning (MaClean’s) Investment and inequality: Stock markets for whom? (OECD Oberver) Turkey and China: political uncertainty and monetary …

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Knowledge is Power: China Stock Market, Eurovision 2015, Lucky Country Edition

Piles of Overseas Profits Investors Can See but Not Touch (NY Times) Sweden are Eurovision 2015 winners – full results (Daily Mirror) Autralia – Are we still the lucky country? (News.com.au) Why China’s astonishing rally has further to run (CityWire) Also see No bubble in China despite 200% in a year, says Mathews Asia (FE Trustnet) and SHOULD INVESTORS FOLLOW THE CHINA …

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Knowledge is Power: Germany, Nuclear Explosion, Mature Bull Market Edition

Does Germany have a trade union problem? (The BBC) ‘American Football Is Like a Nuclear Explosion’ (Der Spiegel) The US payday loans crisis: borrow $100 to make ends meet, owe 36 times that sum (The Guardian) International Investment: Political Risk May No Longer Be a Reason to Avoid Europe (Schwab) More Proof Of America’s Inadequate Infrastructure (Barry) …

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Knowledge is Power: Armata, Dead Money, Profits Edition

Ashmore: This hated market’s bounce-back isn’t over yet (FE Trustnet) Perfect Nails, Poisoned Workers (NYTimes)…yet another article on labor exploitation 15 years of Vladimir Putin: 15 ways he has changed Russia and the world (The Guardian) Have profits peaked? (Fidelity) Also see Why Corporate Profits Are Falling and What It Means for the Stock Market (Schwab) Against the tide: …

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Knowledge is Power: Gluttony, China Stock Market Bubble, Greece Edition

Executive Pay Gluttony (Barry)   (Gluttony is a sin. So.. 🙂 ) Bubble risk grows as China’s stock boom defies gravity (Business Line) Vietnam War 40 Years Later: Capitalism Trumps Ideology (Common Dreams) See also 30 April 1975: North Vietnamese forces capture Saigon (MoneyWeek) The Day Wall Street Changed (Jason Zweig, WSJ) Stick with the Winners (The Financilist) Opinion: …

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