8 U.S. business predictions for 2014

The holiday season is the traditional time of year to prognosticate about the upcoming year. But, before I start, I want to make a distinction between short-term and long-term forecasts. Long-term trends are just that, and they unfold slowly. And, while I have great concerns about the long-term consequences of inflation, the dollar’s role as […]

Part I: The Short-Term Outlook – A Strong and Accelerating Economy

Those who read our blogs know that over the past 6 months or so, we have turned positive on the underlying private sector of the U.S. economy.  We have had comments from several readers about this apparent change of heart, some of them almost in disbelief.  So, let us dispel any doubts.  There is a […]

Investors May Ultimately Thank Washington for Gridlock

The markets have been fixated on the political standoff in Washington, D.C. Through Friday, October 4th, the S&P 500 was down in 9 of its last 12 sessions. The uncertainty, especially over the debt ceiling and possible “default,” has made investors hesitant to make longer-term commitments with their investible funds. Nevertheless, the data from the […]