(1) Rudyard Kipling’s investment advice. (2) Battered Investor Syndrome. (3) It’s not about just the Euro-Mess and the Chinese Puzzle. (4) The Axis of Evil and friends. (5) The P/E measures the rise and fall of America’s geopolitical power. (6) Governments turn on markets despite their own credibility deficits. (7) China’s bubble bursts. So what’s next? (8) Will devaluation revive Eurozone? (9) Materials will rise, if global economy doesn’t fall. NOTICE: Our Morning Briefings are now available on FactSet.
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