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  • The Triumph of Optimism

    by Scott Minerd | janv. 04, 2012
    There is an old proverb that describes three methods of gaining wisdom: “First, by reflection, which is noblest; second, by imitation, which is easiest; and third, by experience, which is bitterest.” At year-end, many of us turn to the nobility of reflection in hopes of gleaning wisdom for the new year. Recently, my own ruminations helped me solidify my outlook on the future.
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  • Return of the Phillips Curve

    by Scott Minerd | nov. 04, 2011
    When Ben Bernanke, chairman of the Federal Reserve, emerges from his meetings with the Federal Open Market Committee (FOMC), he addresses the media in that most Delphic of dialects—"Fedspeak." Like any good central banker, he is careful to preach the piety of price...
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  • Keep Calm, Carry On

    by Scott Minerd | sept. 06, 2011
    "Keep Calm and Carry On." Five words, six syllables, printed 2.5 million times as Britain prepared for World War II—precisely 72 years ago this week. The now iconic red and white posters were designed by the British Ministry of Information. Their purpose: to harden citizen's resolve during unprecedented crisis in Europe. They were sage words in September, 1939.
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Point de vue hebdomadaire
  • A Looming Battle between Greed and Gravity?

    by Mike Schwager | févr. 27, 2012
    The major market indices finished the week modestly higher. The S&P 500 has posted gains in seven of the past eight weeks and now stands at the highest level since mid-2008.
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