Ron Muhlenkamp is out with an interesting report titled ‘The Market Drivers—U.S., Europe, and China: An Update.’ In the report Muhlenkamp discusses Recession/Expansion and continues to Monitor: 1)Consumer Spending 2)Business Investment 3)Credit Default / Bank Health 4)Velocity of Money 5) Federal Reserve & Treasury 6)Taxes 7)Regulation 8)Europe 9) China 10) U.S. Politics 11) Inflation. Lots of great charts in here as well. The full document is embedded in scribd:
Ron Muhlenkamp The Market Drivers—U.S., Europe, and China An Update by
