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...household indebtedness is at a record level. Consumers are paying a higher proportion of their income to service their borrowings (and thus are more vulnerable, as is the economy, to a fall in asset prices or a rise in interest rates). Under Howard and Costello, foreign debt has doubled to $A393 billion (equivalent to 50% of national output). No wonder voters think the cost of money is the marker for economic safe hands - they're geared to the back teeth, and interest rates will only have to rise by a few points to burn the most vulnerable. As soon...

Author: /time Magazine | Title: Who Can Keep the Good Times Rolling? | 9/14/2004 | See Source »

BERNSTEIN: Yes. We looked at 1943 to the present and tested different periods. The results were consistent. Under Democrats, the optimal asset allocation is two-thirds stocks, one-third bonds. Under Republicans, it is 64% bonds, 36% equities. Consumer stocks perform better under Republicans, and industrials tend to perform better under Democrats. The one that really shocked us: energy tends to perform better under Democrats...

Author: /time Magazine | Title: Investing: The Payoff In November | 9/6/2004 | See Source »

...made lots of mistakes," says Patrick Lemmens, a money manager for ABN Amro Asset Management in Amsterdam, whose fund owns shares in both UFJ and SMFG. But, he adds, the bank possesses valuable assets that both suitors find attractive. It is relatively strong in small business and retail banking, as well as in trust and pension management. These would plug product-line holes in MTFG's case and establish outright dominance in areas in which SMFG is already strong. Moreover, MTFG and SMFG aspire to be global players and so need economies of scale?and after years of industry consolidation...

Author: /time Magazine | Title: Wedding Crasher | 8/30/2004 | See Source »

...brassiness is an asset when he's confronting crooked pols on 60 Minutes. But when MIKE WALLACE challenged some New York City cops who were questioning his double-parked limo driver last week, the newsman got arrested for disorderly conduct. The police claimed Wallace, 86, lunged at them. "I find it difficult to lunge into bed," says CBS's gray inquisitor, who was picking up a takeout dinner at the time. But Wallace, who heads to court Oct. 7, got something good from the evening: "The meat loaf was superb...

Author: /time Magazine | Title: Me, Pushy? | 8/23/2004 | See Source »

...people--and especially in sizable numbers--would even raise that possibility could mark a real shift for both Bush and Kerry. If there was one thing that both sides were figuring into their calculations in this race, it was that the fight against terrorism would be Bush's strongest asset. And if there was one other thing, it's that this would be the issue that would trump every other. Now it seems the only thing that isn't changing about the presidential race is the one thing that has been constant almost from the start: it's still...

Author: /time Magazine | Title: Al-Qaeda In America: Hijacking The Campaign | 8/16/2004 | See Source »

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