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Can the EU Survive The Syrian Refugee Crisis?

It’s been a tough few years for the Eurozone. Between the ongoing debt problems and the pervasive deflation Europe has seemed to be on the ropes consistently since 2008. Somehow the Union has continued to survive, despite being constantly assailed by financial crises, rejected constitutions and now referendums on future membership. What all these problems […]

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I’m So Tired of Europe

hu¬∑bris noun excessive pride or self-confidence. (in Greek tragedy) excessive pride toward or defiance of the gods, leading to nemesis I love Europe. I love it’s culture, its cities and architecture and the pace of life. I think in many ways Europe seems more usefully progressive, with things like public transportation and even energy. But […]

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America Is In Great Shape; Be Afraid!

All year people have been expecting a correction in the US Markets. For most of the year I have listened to portfolio managers discuss their “concern” about the high valuations of American companies. I have also listened to them point out that America remains the strongest economy and the most likely to see significant growth […]

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What Investors Should Know After Europe’s Terrible, Horrible, No-Good Month

Falling inflation, terrible economic news and a general sense of dread for the future seems to have once again become the primary descriptive terms for Europe. Earlier this year things seemed to have improved dramatically for the continent. On the back of the German economic engine much of the concern about the EU had been […]

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Russia Invades Ukraine, Needs Potatoes

Last week it looked as though Russia was escalating its engagement in Ukraine, sending supplies directly into Ukrainian territory and potentially starting a full blown war. But things have remained opaque since then, with increasing reports that Russian troops were crossing the border and Russia steadfastly denying it. But after days of reports from the […]

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Russia’s Trade War Shows Europe to be The Better Economy

Since I first wrote about the Ukraine¬†much has happened. Russia has been unmasked as a bizarre cartoon villain seemingly hellbent on destabilizing the Ukrainian government, assisting “rebels” and being indirectly responsible for the murder of a plane full of people. All of which came to a head last week when it appeared that Russia might […]

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Taking a Second Look at Europe

One of the benefits of being a financial advisor is the occasional one-on-one meeting you get with Portfolio Mangers (PM) and the opportunities to pick their brains. This week began for me by sitting down with AGF manager Richard McGrath, a PM based in Dublin who helps manage some global and european funds. This was […]

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