Monthly Archives: March 2014

Growth Stocks: What the Big Money Likes

It’s instructive to review the holdings of the smart PM’s at leading mutual fund houses—T Rowe Price, Fidelity, Gamco and Vanguard.  We looked at the top 10 holdings of 18 big-cap growth-oriented funds.  Some themes: A favorite holding is the … Continue reading

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Downside Risk in China

Eight months ago I warned that the China slowdown would be much worse than expected.  I suggested the Wall Street parlor game of China economists daintily trimming their GDP growth estimates from 7.5% to 7.3%, etc. was fairly ridiculous because the … Continue reading

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Racism Inc. Blocks the School House Door; GOP to the Rescue

Tuesday, March 4, 2014 was a seminal day in the history of American social policy.  Seven thousand school kids, mostly black and Hispanic, went to Albany to protest NYC Mayor Bill de Blasio’s attack on the charter schools that were … Continue reading

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Obama Punishes Putin (as reported in the NYT, Mar. 25, 2014)

Obama Vows to “Step on Gas” in Response to Putin Address to Nation Shift in Energy Policy to Increase U.S. Exports, Reduce European Dependence on Russia, Curb Emissions By Keith Beidermeyer and Philip Furlinger WASHINGTON — In a ten minute … Continue reading

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The Mill & Bill War: a Report from the Southern Front

Barack Obama promised to “transform” America by curbing income inequality, and toward that end he declared war on “millionaires and billionaires.”  To gauge his progress in this noble campaign, I departed the frigid climes of the Northeast for Palm Beach, … Continue reading

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