Keith Fitz-gerald (Whiskey & Gunpowder):
Everything we know about classic economic theory suggests the U.S. economy should be experiencing Zimbabwe-like hyperinflation right now, thanks to the nearly $2.2 trillion the U.S. Federal Reserve has pumped into the system.

Keith Fitz-Gerald (Money Morning):
With all the financial woes in the global economy, the worst thing an investor can do is to “freeze up.” With all the ups and downs in the market, it’s all too easy for investors to allow their emotions to take control. That’s when the smallest mistakes turn into the biggest mistakes.

Two distinct groups of investors have emerged since the U.S. stock market rally began in early March. Initially overly cautious and smug in their desire to protect themselves, the first group of investors were convinced the rally was going to sputter and stall. It hasn’t, and 57% later these investors now believe they’re getting left behind, so they’re piling into the key indices in effort to make up lost ground.

Back in mid-June, more than 75% of the investors responding to a CNNMoney poll said they were planning to buy stocks – many of them aggressively.

Most Americans will view China’s effort to dethrone the U.S. dollar as the world’s main reserve currency as one of the biggest economic threats that this country will have to face.

If you want a stable dividend, focus on global companies. Dividends still matter. But you have to know where to look.

Individual investors who still hold any doubts about Mainland China’s future growth potential should take a long hard look at Airbus SAS, the Pan-European commercial airliner maker that is now building airplanes in that country.

China made headlines around the world this week when it revealed that its foreign reserves had eclipsed the $2 trillion market for the first time, rising by a record $178 billion in the second quarter – thanks to a flood of “hot money” that flowed into the world’s most promising economy.