Tag: GDP growth

These 2 Charts Reinforce Worry Me

These 2 Charts Reinforce Worry Me

Stock valuations are the discounted values of future earnings. Future earnings depend on future revenue, which may diminish whenever the future includes a recession. So, broad economic conditions are a big factor to watch in stock valuation. Also read: Q2/H1 […]

Decoding Yellen’s Message

Decoding Yellen’s Message

“I know you think you understand what you thought I said but I’m not sure you realize that what you heard is not what I meant” Alan Greenspan On July 12, 2017 in her semiannual testimony to Congress, Janet Yellen […]

Q&A: Crunching The Economic Data

Q&A: Crunching The Economic Data

Investors are inundated with countless headlines about the economy. It can be hard to separate what really matters from what’s just noise. Economic growth and market performance are closely related, and it’s important for investors to have an accurate and […]

Blinders On

Blinders On

Uncertainty about U.S. fiscal policy changes persists. Tax cuts and infrastructure spending proposals are on the table, but they are unlikely to be enacted in 2017. We continue to maintain skepticism about the timing and size of the fiscal policy […]