First we reviewed the great bull/bear debate; then we gave a rundown of global stocks; last week we described our view of the positioning of the high-level asset classes. Today we’ll round out the high-level tour with some analysis of global currencies. Cash is of course one of the main Read more…
As we write, there’s breaking news that top negotiators from Canada and Mexico have joined U.S. counterparts in Washington on November 27 to discuss the USMCA trade agreement that has been stalled for many months in the U.S. Congress. Recent comments from Speaker Nancy Pelosi and Representative Richard Neal suggest Read more…
Investors trying to stay focused on significant economic and financial news have been especially challenged in recent weeks, with high political drama unfolding in Washington and seemingly monopolizing journalists’ attention. One of the longstanding legislative items that could be significant for markets and the U.S. economy is the fate of Read more…
As we have done for decades, we are writing with our favorite global investments for 2019. This prediction is for the first half of 2019. If there is no world recession in 2019 and one is not expected for 2020, or if a good trade settlement is reached with China, Read more…
Market Summary Market summary. We are bullish on gold and some foreign markets, as well as stable growth companies in the U.S. We expect modest appreciation for the S&P 500 this year. We are avoiding Europe and Japan, and we are interested in gold and in some beaten-down markets such Read more…
Our Outlook for 2014 in Brief North America U.S.: As we have been saying, the economy in the U.S. will grow in 2014 by a surprising amount. Corporate spending is rising and employment will follow. We anticipate U.S. GDP growth real growth of 3.5 percent and inflation of 1.2 percent, for total Read more…
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