Back from the Philippines after a few days of meetings and research on the region’s economy. In this episode, we discuss the pointless nature of additional QE. China’s recent downturn and the Euro region are considered along with several stock ideas. The average gasoline price in the U.S. is now approaching $4.00 and we wonder how will that detract from the consumer? Economics that will move markets and upcoming earnings for the week as well…
A Jeepney in the Philippines:
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