April 07, 2015

Don’t Fight The Central Banks European QE is ongoing, and we believe it will have the same effect in Europe that it did in the U.S. — boosting stock prices. We think that dividend-paying exporters will do particularly well. Europe is not the only place where easing is still ongoing. Read more…

December 19, 2013

Private Infrastructure Investment Larry Summers didn’t get nominated to run the Fed, but he certainly still has the President’s ear. A piece of analysis we read recently pointed us towards an op ed article he wrote for the Financial Times in mid-October. That piece suggested two lines of thought which we Read more…

November 27, 2013

Japan: The Market Still Driven by the Yen and Monetary Policy Since last year’s elections that brought Shinzo Abe to power in Japan, analysts have been consistent in one message: ultimately, the success or failure of Abe’s attempt to bring Japan back from its long stagnation depends on his ability to enact Read more…

November 21, 2013

Janet Yellen As Fed Chair — What Does It Mean for Investors? Dr. Janet Yellen is a Keynesian and monetary dove. According to her writings, her speeches, and now her confirmation hearing, she believes that the U.S. economy is not operating at capacity, and that Federal Reserve activities can improve economic activity Read more…

November 14, 2013

Why the U.S. Economy Will Strengthen We’ve been arguing that the U.S. economy will strengthen, and in the past week we got more indicators suggesting why this will happen. We’ve Been Bullish On U.S. Stocks As readers know, it is our view that we are at the stage of the economic Read more…

November 7, 2013

As the Trauma of 2008 Fades in the Rearview Mirror, How Much Longer Before Businesses Act in a More Growth-oriented Manner? U.S. business is growing slowly, and Business Confidence is returning. 1. The U.S. economy is poised to grow at a more rapid rate. The U.S. is not alone. In spite Read more…