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GIC Member, Michael Drury, Chief Economist, McVean Trading & Investments

January 01, 1970

I am traveling tonight to Santiago, Chile for a conference sponsored by the Global Interdependence Center. I have been asked to discuss the question “Is monetary policy affecting commodity inflation?” and have included the presentation for our clients and friends below.

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GIC Member and Chief Global Economist, Cumberland Advisors, Bill Witherell

January 01, 1970

A year ago, my colleague David Kotok wrote a Commentary entitled “2010: The Year to Focus on Sovereign Debt.” That has certainly proved to be correct. The year that is drawing to a close witnessed a welcome recovery in the global economy that was overshadowed by a fiscal crisis in the periphery of the eurozone […]

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GIC Chair, Bill Dunkelberg: Treasury Dept. and Small Business

January 01, 1970

Dr. William Dunkelberg, provided a Guest Commentary for Cumberland Advisors’ daily Market Commentary on October 14, 2010.

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Former GIC Speaker, Howard Simons: Age, Confidence And Financial Markets: Older Not Bolder

January 01, 1970

The most predictable report in our regular repertoire over the past year has been on monthly mutual fund flow data. The U.S. investor collectively is willing to assume duration and credit risk while shunning equity risk even as stocks become increasingly attractive on a relative valuation basis.

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GIC Member, Rachel Ben-Avi: Now You See It, Now You Don’t

August 31, 2010

Acy sticks in my mind. I cannot get him out of my mind. I don’t mind him there. He is the one who touches me. “BP is trying to move out,” he says. “Oil is there,” he says. “We have oil on the bottom of our waterways. 90% of the oil is still there. We […]

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David Kotok, GIC Program Chair: Oil Slickonomics – Part 11

August 16, 2010

We are back from a fascinating and exhilarating experience with the GIC (www.interdependence.org). One of our delegate colleagues was John Mauldin, who has already published commentary on the trip. He has given us permission to share it with our readers. Excerpts from his report are below.

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John Mauldin – The Gulf Oil Spill Disaster

August 15, 2010

As I mentioned last Monday night in my Outside the Box, I did not make it to Turks and Caicos, but did end up in Baton Rouge for a special seminar on the Deepwater Horizon Gulf oil spill. I have both good news (or maybe more like less-bad news) and bad news. Today’s letter is […]

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Dinner at Tara by Rachel Ben-Avi

August 15, 2010

We dined on Aug. 11 at the Governor’s Mansion in Baton Rouge and were hosted by the Lieutenant Governor of the state of Louisiana, Scott Angelle, who was elegant, gracious, charming, and informative. He was a Democrat, he was quick to tell us, and with self-deprecating reassurance, about the most “underwhelming” person in a high […]

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Martin Barnes – “What Oil Spill?”

August 20, 2010

The estimated 4.9 million barrels of crude that flowed into the Gulf of Mexico from the Macondo well was the largest oil spill in U.S. history. Not surprisingly, the resulting damage to the livelihoods of fishermen and other Gulf Coast businesses, and the environmental threat to delicate natural habitats, created a media and political furor.

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GIC Member, Rachel Ben-Avi – Mother Earth

August 09, 2010

We are a nation of infants. Short on vision, short on delay of gratification, driven by desires which we experience as needs. Luxuries we deem necessities. Power, lucre. We are greedy, glutinous. Witness the steadily increasing width of the ever ravenous man, woman, child on the street. Like the typical two year old, we want […]

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GIC Member, Michael Drury, Chief Economist, McVean Trading & Investments – Report on Europe following GIC’s conferences in Prague & Paris

January 01, 1970

After traveling for a week in Prague and Paris, we can report that there are few optimists on Europe – either among the Americans we were traveling with or the Europeans that we met. However, the pessimists had a wide variety of reasons for their negative outlook and often the root of their concern was […]

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