Economics, international news, demographics and investing – all from one unique source…

Some very thoughtful and interesting material can be found here. I’d recommend “Hopeless But Not Serious” (about the European crisis and demographics) and “Two Economies (or: Why the Fed Doesn’t Matter)” (about the bifurcation in the US economy). Macrostrategy LLC is a financial research firm headed by David P. Goldman, the former global head of fixed income research for Bank of America.

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Filed under Developing Nations, Economy, Europe

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