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  • December 30, 2011

It may seem old fashioned, but railroad data can provide key insights into the strength of the US economy. And the US economy is gathering steam. Read More

  • December 23, 2011

The US economy has picked up steam in the fourth quarter as several major headwinds have abated. But the EU sovereign-debt crisis will continue to roil markets in 2012 and investors would be wise to adopt a strategy of defensive growth next year. Read More