December Economic & Market Outlook (December 29, 2016 12:10 PM EST)
The Trump economy will be more like George W. Bush's versus Ronald Reagan's. > More >

Markets Most investment professionals such as myself try to invest in assets (stocks, bonds, commodities (November 29, 2016 11:55 AM EST)
One of the best predictors of the economy are the markets. What are the markets indicating? > More >

October Market Outlook (October 20, 2016 3:22 PM EDT)
Below is the bullish and bearish case for the markets. We also provide price targets for the markets > More >

September Market Outlook (September 21, 2016 2:03 PM EDT)
The main concern I’ve had much of this year is valuations. This Outlook will look at a few valuation metrics that evince the overvaluation of this market. > More >

August Market Outlook #2 (August 23, 2016 12:11 PM EDT)
The market is doing much better than I expected, despite sluggish economic and earnings growth. > More >

August Market Outlook (August 9, 2016 4:14 PM EDT)
I’ve been recommending that investors need to be cautious for the following reasons: > More >

July Market Outlook (July 26, 2016 10:45 AM EDT)
Below is an important chart that I’ve introduced in a previous article as it evinces the cyclicality of our markets > More >

July Economic Outlook (July 18, 2016 11:58 AM EDT)
Since we are mid-year, I will provide forecasts for the remainder of the year. The forecasts are from the Wall Street Journal and are a consensus of more than 60 economists .... > More >

June Market Outlook (June 29, 2016 4:10 PM EDT)
Below are the bullish and bearish cases for the markets.... > More >

June Economic Outlook (June 24, 2016 9:16 AM EDT)
The U.S. Consumer Is the MVP for the Economy, but..... > More >

May Market Outlook (May 31, 2016 1:17 PM EDT)
Below are the bullish and bearish cases for the markets: > More >

May Economic Outlook (May 25, 2016 12:11 PM EDT)
At the beginning of the year economists and analysts were concerned about: > More >

April Market Outlook (April 25, 2016 4:38 PM EDT)
Earnings forecasts are out for 2017 and they show growth, but.... > More >

April Economic Outlook (April 19, 2016 11:53 AM EDT)
This month I focus on this economic cycle, U.S. interest rates here, and the global trend of negative interest rates. > More >

March Market Outlook (March 28, 2016 10:58 AM EDT)
Below is our March outlook for the markets. > More >

March Economic Outlook (March 16, 2016 3:26 PM EDT)
This month's outlook takes a global view. U.S. Elections are also reviewed. > More >

February Market Outlook (February 29, 2016 12:05 PM EST)
Below are the bullish and bearish cases for the markets: > More >

February Economic Outlook (February 23, 2016 3:51 PM EST)
Below is a summary of my February outlook: > More >

2016 Market Outlook (January 25, 2016 5:52 PM EST)
Many analysts and investors have low expectations for 2016 > More >

2016 Economic Outlook (January 22, 2016 1:22 PM EST)
Every year I do an economic and market forecast for our subscribers. This exercise is like looking at the variables one needs to look at for a business: what is the outlook for growth, what is the inflation and interest rate picture, how are our trading partners doing, what are the potential risks? > More >