My career in the investment business began on September 2, 1992. It was an interesting time. The S&P 500 was just above 400, and a few years away from a…
Continue Reading »
Posted in Investing
Tagged euro, Europe, Eurozone, fiscal policy, foreign currencies
With all the recent headlines surrounding the U.S. fiscal cliff, investors may be wondering what happened to the crisis in the Eurozone. The crisis has continued to drag on and…
Continue Reading »
Posted in Investing
Tagged Europe, Eurozone, OppChart, stocks
One of the strongest convictions I have about the current state of economic affairs is that global growth is likely to remain low for quite some time. As a consequence,…
Continue Reading »
Posted in Global Economy
Tagged consumption, emerging markets, Europe, exports, Fed, global growth
As they typically do, the capital markets have gotten into a waiting game. Look around—all large markets seem to be trading in quite a narrow range. It may be a…
Continue Reading »
Posted in Global Economy
Tagged capital markets, China, emerging markets, Europe, QE3, United States
While I was pondering over what to say in this week’s posting, a headline on my market screen repeated the comment that Governor Romney’s plan to eliminate the Department of…
Continue Reading »
Posted in Global Economy
Tagged deficit, Europe, housing, Italy