 Fellow Investor, Recently, Ben Bernanke described the economy as "unusually uncertain" and the market swooned. He made no bones about the fact that growth may be slowing, but what most overlooked was the Fed’s official stance was "we’ll do what it takes to keep the recovery alive." In his own way Bernanke was trying to deliver a positive message, but perhaps missed the boat in his attempt to strike a realistic tone.  In July, I sat down with the man who once walked in Bernanke’s shoes to get his take on the economy, Former Fed Chairman Alan Greenspan.
Greenspan admits the economy hit an invisible wall at the beginning of June as things slowed, but feels the market’s recent behavior is “more likely a pause in the usual cyclical pattern.” And after reviewing all the stats, he said the single most encouraging data that jumped out to him was the market’s run-up as we kicked off the third-quarter. Greenspan also emphasized what so many others aren’t talking about and that’s the incredible $1.8 trillion in cash that corporations are sitting on right now. That money, he says, will function as a sort of “private sector stimulus” once corporations start putting that money to work again, unleashing a major boom in capital investment.  | Bob Doll, Vice Chairman, BlackRock
Maria on Bob Doll: There’s almost no one I can think of who can fuse a well thought-out thesis about the economy and savvy stock selection better than Bob. And he delivers results; his large-cap value fund has outperformed its category average every year but one since 2001. John Calamos, CEO,
Calamos Asset Management
Nick Calamos,
President of Investments,
Calamos Asset Management
Maria on John and Nick Calamos: John is known as a pioneer in investment strategies and techniques to help manage risk. Nick oversees the research and portfolio management for the firm’s mutual funds, closed-end funds and managed accounts. Many of the mutual funds have received accolades throughout his tenure, including 30 Lipper Performance achievement certificates. Dan Niles, Co-CIO, Alpha One Capital Partners
Maria on Dan Niles: Dan Niles can size up a tech stock better than practically anybody I know. He has received five awards in The Wall Street Journal’s “best on the street” survey of analysts, and while he was working as an analyst for Lehman Brothers and others he was a perennial member of Institutional Investor’s all star team. Bill Nygren, Portfolio Manager, Oakmark Funds
Maria on Bill Nygren: Bill is a long-term star, whose flagship Oakmark Select Fund, rated four-star by Morningstar, has a 10-year annualized return better than 91% of its peers. Nygren’s a value guy, and this is the kind of market where value pickers can excel. Clark Winter, CIO, SK Capital Partners
Maria on Clark Winter: I’ve always been impressed with Clark Winter’s savvy understanding of the investors around the world. He travels the globe regularly meeting with everyone from sovereign wealth managers to institutional players to get an inside look at how local economies are doing and where money flows are being directed—a truly invaluable view for investors. David Winters, Portfolio Manager, Wintergreen Fund
Maria on David Winters: Simply put, David Winters knows how to run money. His $900-plus million Wintergreen Fund gets the maximum five stars from the fund raters today. David’s three-year record is better than 91% of his category peers. And David puts his personal money where his shareholders’ is—in his funds. 
| |  | I agree with Greenspan that the $1.8 trillion in cash on the sidelines is inspiring, BUT, I’m interested in what kind of catalyst is going to move that money into the market. The problem, as I see it, is that no one knows when businesses will finally start spending at significant levels. But here’s what I do know. When corporations do put that money to work, they are more likely to spend it in international markets, which is why global investing is the story for investors. I’m not the only one that thinks so either. Those managing billions of dollars in funds are investing fast and hard in companies with a global competitive edge. I just interviewed global investing expert David Winters of the $1 billion Wintergreen Fund for my current issue of Wall Street, and in describing his current investing approach he said, “what we’re focused on is the world beyond the U.S. where we think that there are a lot of opportunities.” David would know— two of his global picks are among the best performers on the Wall Street buy list. David is buying “…either multinationals or local companies that we feel have good underlying economics, managements that are working for all shareholders and a price that’s compelling.” Take A Cue From the
Richest Man in the World Our other Wall Street Elite panelist Clark Winter, CIO of SK Capital partners is taking a similar approach, with a heavier emphasis on the right multinationals. Clark tells me that America is having a "Carlos Slim" moment. Carlos Slim, for those of you not familiar with him, just passed Bill Gates and Warren Buffett to take the number one spot on Forbes Magazine’s list of the richest people in the world. How did he do it? Well, Mexico, where Carlos Slim is based, suffered two brutal collapses in the 1980’s and 1990’s. Most people who had the means gathered their cash and fled the country. But not Carlos Slim. When other people were running, Slim scooped up Mexico’s biggest brands for pennies on the dollar. He bought the phone company, the largest retail chain and more. And today the result is that he’s made more money than legendary Warren Buffett. In fact, I just interviewed Carlos Slim at the New York Forum, and he told me if he had to start over and build his fortune again, he'd do it the exact same way. Now Clark Winter — a man whose investing talents I admire greatly — tells me investors like you have similar opportunities in America today. You might not have the wherewithal to run out and buy entire companies like Carlos Slim. But there are numerous great American brands Clark suggests you can buy now, “put away in a drawer,” and then harvest great riches down the road. In a recent issue of my Wall Street newsletter, Clark declared this as the opportunity most Americans are missing — and identified three companies he feels are following the Carlos Slim model — including one stock he recommends as a buy right now. And he isn’t alone. Yes, say Clark and my other Wall Street Elite stock pickers, there are still plenty of gains — and plenty of “Carlos Slim opportunities” to be had — if you buy the right stocks. In fact, these expert investors have hand-picked some attractive energy buys, a handful of solid tech plays and even a few pharmaceutical stocks to help investors like you take advantage of today’s great investing opportunities. That’s why I invite you to
join me now at the new Maria Bartiromo’s Wall Street Clark Winter is one of my regular contributors, a member of my “Wall Street Elite” — seasoned Wall Street investors who will give you practical advice, specific stock recommendations and ongoing encouragement when you join me at Maria Bartiromo’s Wall Street now. When CNBC suggested I start this newsletter I said “sure,” under one condition: I was going to do it my way. That meant no pretense. I’m not an investing expert, and I won’t pretend to be one. But thanks to my many years in the business, I do know the giants of the investing world. I have carefully cultivated relationships with many of them. And I know how to interview them to get the very best they have to offer. At Wall Street, I’m not going to make any overblown promises. No breathless rant about some Chinese telecom stock you simply must buy by next Thursday. And I won’t talk about “money-doublers,” unless my Wall Street members have actually earned them. I respect you way too much for that. It burns me up when people bash individual investors like you. Some Wall Streeters say you don’t know what you’re doing. You always make the wrong moves. And you let your emotions get the best of you, instead of making rational decisions. Well, I say that’s bull! I’m not going to tell you what to do. I’m not going to “dumb things down” for you. And I promise not to insult your intelligence with claims I can’t back up.  | • In a recent issue of Wall Street, tech expert Dan Niles took on the age old question of Google vs. Yahoo — and picked one of them as the better buy right now. Get all the details when you subscribe. • John and Nick Calamos delivered the names of their two favorite energy stocks. According to them, there’s plenty of upside in the sector. • Clark Winter made this “smaller, faster, smarter, lighter” aerospace and defense stock one of his very first picks. It’s one of our biggest gainers to date, but still a buy. • Two of our stock picking experts agree: This “boring” pharma company is the one you want to stick in your portfolio. They believe you can tuck it away and then watch the “safe” and “solid” profits roll in. • Go global in search of profits! This multinational giant offers investors a safe way to go after growth in emerging markets. Sign up to try Wall Street today and get immediate access to our complete buy list. | | | I believe if I give you unfettered access to my world… if I share Bob Doll’s, Bill Nygren’s and Dan Nites’ current advice and top stock picks… if I include you in the conversation when Jim Rogers talks commodities or George Soros talks about the dollar… …you will become a more successful investor. I know you can do it. No overblown promises,
just the real deal “Doing it my way” also means offering you a very fair deal. I understand it’s almost unheard of, but when you join Maria Bartiromo’s Wall Street, you enjoy a full six-month, unquestioned money-back guarantee. You see, I don’t think it’s fair to ask for an unqualified “Yes,” before you have time to properly evaluate Wall Street’s worth to you. You need more than 15 days. You deserve more than 30 days. I figure giving you a full six months to ask for all your money back might take some of the doubt out of your mind. Say “maybe” now, and give me six months to turn that “maybe” into a resounding “yes.” Let’s get started now. If you enjoy the experience… if you feel entertained and enriched… if you gain valuable knowledge from the experts I introduce you to… and most of all, if you make more money with your investments, then I hope we’ll be together for years to come.  But if you’re not happy, for any reason at all, just let me know any time in the first six months — even the very last day — and my publisher will promptly refund everything you’ve paid.
It’s my pleasure to welcome you to Maria Bartiromo’s Wall Street. 
Maria
Maria Bartiromo’s Wall Street
P.S. I can’t tell you how pleased I am to be working on your behalf. I believe passionately in individual investors, like you. You have the determination and a thirst for success, and I can help you achieve your goals by introducing you to the best minds of the investing world. Together, I believe we can make your financial dreams come true.  | - Ongoing access to the best investing ideas and analysis from the true giants of the investing world. Maria has chosen the “Wall Street Elite” to give you full coverage of U.S. and world markets, as seen through the eyes of some of the most successful investors on Wall Street today.
- Specific investment recommendations to meet your individual needs, whether you’re looking to grow your nest egg, earn a stream of income, lower the risks you’re taking — or have some combination of these needs.
- Follow-up advice and accounting for every recommendation you hear about at Maria Bartiromo’s Wall Street. We will not leave you hanging. Wall Street Elite won’t just tell you what to buy; they’ll also help you track the progress of your holdings, with sell recommendations at the appropriate time, as well.
- Exclusive insights, analysis and forecasts that Maria gleans off-the-camera from the world’s top investment and business leaders. We’ll share what Maria learns from people like Warren Buffett, bank analyst extraordinaire Meredith Whitney, former Treasury Secretary Larry Summers, legendary investor Wilbur Ross, Bill Gates, and dozens more.
- A comprehensive game plan that will make you a better informed, more successful investor — guaranteed.
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Chris Marett, Publisher
Maria Bartiromo’s Wall Street
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