Subject: Share the View 2: Robert D. Kaplan on Europe's New Geography
From: "Bloomberg View" <[email-masked]>
To: <[email-masked]>
Date: Mon, 14 Sep 2015 12:34:03 -0400 (EDT)

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Share The View

The Latest Opinions From Bloomberg View

Sep 14, 2015

bloombergview.com

<= href="http://link.mail.bloombergview.com/click/5141187.13914/aHR0cDovL3=3dy5ibG9vbWJlcmd2aWV3LmNvbS90b3BpY3MvZXVyb3Bl/55086a4c3b35d051538c37ccBb8d=e496" style="text-decoration:none;color:#00b9e7;line-height:1.6em">EUROP=

Robert D. Kaplan: "The EU, remember,=is more than a balance sheet. It represents states rather than nations -- =hat is, the rule of law and the protection of the individual against arbit=ary fiat, regardless of ethnic or religious group. ... At the same time, t=e EU's leaders must never forget that only by repairing its balance sheet =hrough fundamental economic and monetary reforms can it possibly ameliorat= the continent’s other problems." Read more...=/span>

Leonid Bershidsky: "Given the=pro-refugee sentiment in Germany, Sunday's announcement that the governmen= was reintroducing passport controls on the border with Austria appears in=onsistent. It isn't: There aren't too many refugees for Germany to take, j=st too many for the bureaucratic machine to process as fast as they're arr=ving." Read more...

Middle East

The Editors: "Europe's refuge= crisis has refocused attention on the horrors of the war in Syria and sho=ld rekindle diplomatic efforts to end it. But any such attempt needs to re=kon with a stark reality: The partition of Syria is already happening. ...=At this point, the countries involved should use Syria's partition as a ba=is to reconcile their competing interests and break the international dead=ock that feeds the war." Read more...

Noah Feldman: "Solving Syria =ould do a lot of good for the world. It would also consolidate U.S.-Irania= cooperation as a regional force capable of exerting its will to establish=new borders. Although ideology today makes it difficult to imagine, there=E2��s no strategic reason Iran and the U.S. shouldn’t be allie=." Read more...

U.S. Economy

Mark Whitehouse: "When Federa= Reserve officials meet this week to discuss how much more stimulus the U.=. economy needs, they will have to parse various arguments about the threa= of inflation. Those who want the Fed to raise interest rates, for example= sometimes assert that whatever the headline numbers show, price increases=are already hitting some people hard. The data don’t present much =eason for concern." Read more...

U.K.

The Editors: "Jeremy Corbyn's=landslide victory in the election for leadership of the U.K. Labour Party =egins a fascinating experiment. Voters and political parties everywhere, n=t least in the U.S., ought to pay attention. The upset underscores one str=king fact: People are fed up with politics as usual. And it raises one esp=cially important question: Can a party of the left be true to its principl=s and still get elected?" Read more...<=span>

Marc Champion: "Something sim=le is missing from the analysis of how Jeremy Corbyn just came from the fo=gotten recesses of Britain's hard left to take over the mainstream Labour =arty: It's the 'why not?' factor." Read more...

Asian Economy

William Pesek: "Risks abound,=of course, as the Fed's Sept. 16-17 policy meeting approaches. The U.S. ce=tral bank might go too far, as it did in the mid-and-late 1990s. But as As=a's 2004-2006 experience attests, markets can thrive even during a tighten=ng cycle, as long as rate hikes are priced in and gradual. ... Far from de=astating Asia, a Fed rate move could raise spirits just as China's slowdow= is dragging them down." Read more...

2016 Elections

Francis Wilkinson: "A recent =NN/ORC poll doesn't answer the question of when Republicans will run out o= demographic road as the nation's electorate grows less white. But it cont=ins a hint that the distance between Republicans and Hispanic and Asian vo=ers is unlikely to shrink so long as Donald Trump's heyday continues." Read more...

Paula Dwyer: "Buried deep in =eb Bush's tax plan is a 15-word bombshell that has gone largely unnoticed =n the days since it was unveiled. The Republican presidential candidate pr=poses to eliminate the deduction that corporations take for interest expen=es, thus closing off a tax break that saves U.S. companies billions of dol=ars a year. This is huge. And while it has merit, it's also so disruptive =o the way companies finance themselves that it could destroy value and, al=ng the way, create new and unpredictable economic distortions." Read more...

Investing

Barry Ritholtz: "My wife is a=teacher, and she and her colleagues often ask me questions about their sel=-directed 403(b) retirement accounts. Perhaps I can be of some assistance =o those educators on the other side of the country who might be curious ab=ut how their retirement funds are being managed. So here are questions tho=e California teachers should feel free to ask the managers running the Cal=trs fund managers about their new investments." Read more...

News Roundup

Ritholtz (<= href="http://link.mail.bloombergview.com/click/5141187.13914/aHR0cDovL3=3dy5ibG9vbWJlcmd2aWV3LmNvbS9hcnRpY2xlcy8yMDE1LTA5LTE0L3JpdGhvbHR6LXMtcmVhZ=MtaG93LXdhbGwtc3RyZWV0LXMtYmFua2Vycy1zdGF5ZWQtb3V0LW9mLWphaWw/55086a4c3b35=051538c37ccBd14fe5b9" style="text-decoration:none;color:#00b9e7;line-hei=ht:1.6em">Read the news roundup)

Wild trading exposed flaws in ETFs: Read more...

Another thing that worked in the past that won't in the fu=ure: Read more...

What I learned this week about Tim Cook's Apple: Read=more...

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