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What’s in Store for ’24? The Challenge of Investment Forecasting

by wpadmin | Dec 11, 2023 | Perspectives

According to the American Institute of Individual Investors (AAII), investors were the mostpessimistic in the last twelve months almost one year ago when the weekly index of pessimism aboutthe future reached 52.3%. It is 19.6% now. This is the lowest reading on...

How “Public/Private Cooperation” Works in China:Bamboo Capitalism

by wpadmin | Nov 13, 2023 | Perspectives

In western societies, the concept of government helping the private sector is done infrequently.Except for perhaps support for original research, governments do not in general support specific firmsor industries outside of wartime. While there have been tax incentives...

One Sure Result from Political Turmoil: Higher Interest Rates

by wpadmin | Oct 11, 2023 | Perspectives

The recent dismissal of Kevin McCarthy, the Republican Speaker of the House of Representatives, by members of his own party has a certain thespian quality to it. Sort of like watching a modern adaptation of Shakespeare’s Julius Caesar. It is not every day that a...

Most Companies Can Cope With Higher Interest Rates. Can the Stock Market?

by wpadmin | Sep 19, 2023 | Perspectives

As the concept of “higher-for-longer” interest rates sink in, there are three areas of concern:consumers, businesses, and the stock market. Each segment responds differently. Consumers areexpected to, in time, curtail spending in favor of saving now that interest...

Ever Landed in a Glider? A “Soft Landing” is Not What you Expect

by wpadmin | Sep 11, 2023 | Perspectives

Wall Street jargon has now embraced aeronautics. Pundits have been busy talkingup how The Federal Reserve will “glide the economy to a soft landing”. In this analogy,the earlier stimulus spending by the government is the propulsion. The Fed’s applyinginterest rates is...

The Untracked Stimulus Program: Spending By Those Over 65

by Litefoot Technology | Aug 28, 2023 | Perspectives

Economists keep scratching their collective heads about the ongoing strength of the economy. With the COVID stimulus funds close to spent and the Federal Budget deficit flattening out the question is: where does the economy come up with the ability to grow at a rate...
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