Smith Global Investments

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The state of the economic world order has been reset. Change is always the norm, but you can really look to 9/11 as one of those true "signal" points, when the vision of global economics started to refocus. Of course the Hulbert peak, the China/India economic growth engine, the Iraq war, were all players in the refocus, change game. It is critical that we now acknowledge the present role of the US in the interconnected Global Economy. Instead of the lead driver of the World's Economy, it is now both a leader and reactor to events. Investors must realize this as we attempt to pick the vehicles that will allow success for the individual, which in turn will support our country's economic future. JLS 07/03/08.

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