I have ended full text posting. Instead, I post investment and related
notes in brief, cryptic form. The notes are not intended as advice, but
are just notes to myself.
Retired chief investment officer and former NYSE firm
partner with 50 plus years experience in field as analyst / economist, portfolio manager / trader,
and CIO who has superb track
record with multi $billion
equities and fixed income
portfolios. Advanced degrees,
CFA. Having done much professional writing as a young guy, I now have a cryptic style. 40 years down on and around The Street confirms:
CAVEAT EMPTOR IN SPADES !!!
Paced by the US, the growth of the global economy likely did pick up in Dec. '10.
So did the breadth of inflation pressures, with the number of companies reporting higher
input prices rising to a 27 month high. JP Morgan, Chase / Markit report.
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