Now for the first time, communications has by spreading the knowledge, globally empowered ordinary people. Such issues are not likely ignorable especially with the rapid increases in energy prices now. Were politicians to grasp the required mantle of extraordinary bipartisanship, the base would be laid for a new 2012 growth based market cycle. Political obfuscation cannot be ruled out and would lead to more financial turmoil. Risk vigilance is already rising despite strenuous efforts by the central banks. Such is the case in the United States and Canada, in Europe as well as in fast growth Asia, not to mention chronically weak Japan. Latin America and Africa have unique challenges. In our portfolio barbell of cash and quality investments, we consider as relatively immune, healthcare due to internal dynamics of restructuring, communications in information technology due to growth, energy due to a history of risk assessment as well as gold/precious metals and related currencies for hedging.
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