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agip
RE: Down goes the Dow
http://www.barrons.com/articles/niall-ferguson-takes-on-the-world-1451108298?mod=rss_barrons_most_viewed_month

that's worth a read

the central argument is that investors ignore war/military issues too often and focus too much on purely economic.

Niall Ferguson argues that Obama's retreat from worldcop status is a main reason for the slow economic growth. Fergesun thinks you need the stability given by hegemonic leadership for companies to trust enough to invest.

I never really thought of that - not sure I agree but interesting idea.

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