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By Cees Bruggemans There are some inconvenient truths playing out. There is the recession which is apparently still masquerading as a growth slowdown, but should eventually be acknowledged for what it really is, even if this isn’t quite convenient going into a general election. Then there are the infrastructure cost [...]
This post deals with the second part of the quarterly newsletter by Jeremy Grantham, entitled “Obama and the Teflon Men, and Other Short Stories (Part 2)”. The newsletter, as always, makes for stimulating reading. [...] More on this topic (What's this?) Obamanomics: What You Can Expect if President Obama Wins the Election (Money Morning, 5/8/12) West Virginians Protest Obama's 'War On Coal' (Energy and Capital, 5/10/12) Barack Obama Goes Fundraising after Afghanistan Trip (Value Investing, 5/2/12) | ||||||||||||||||||
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