Don has a track record in calling systemic trends right.

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Since about 2002, the satellite data record has indicated that the downward trends in summer ice cover have accelerated, with the implication that a seasonally ice-free Arctic ocean may be realized sooner than projected by our most advanced climate models.

UNESCO: EDUCATION

Multinationals are investing record numbers in China, despite these trends.

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The improved trends in output and new orders prompted businesses to record the fastest rate of job creation for five months.

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Such trends could foster inflationary imbalances that would undermine the economy's record economic expansion.

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The market is a complex animal, and right now the trends are still strongly bullish with practically all of the indexes posting new record highs.

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Rowe Price at 20x or Eaton Vance at 18x given the track record of Howard Marks and team, the counter-cyclicality of the business, and secular growth trends in alternative assets.

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