Category Archives: Market Forecasts

Agile Investments Monthly Market View

Feb2012 Excellent commentary from J.D. Steinhilber and investment luminaries

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The Great Eight: Trillion-Dollar Growth Trends to 2020 – Bain & Company – Publications

The Great Eight: Trillion-Dollar Growth Trends to 2020 – Bain & Company – Publications.

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Excerpt: Mike Mayo’s Exile on Wall Street – WSJ.com

Over the past 12 years, longtime banking analyst Mike Mayo has issued numerous calls to sell bank stocks, a rarity in a system where nearly all stocks are rated buy or hold. His negative ratings have frequently gotten him in … Continue reading

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Dynamic Economic Decision Making

2011-8-22 John Mauldin Dynamic Economic Decision Making Decision-traps limit the leader’s ability to deal with cyclical but especially longerterm changes. Decision-makers tend to anchor their expectations about the future in the past and to think in terms of their historical … Continue reading

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On Wall Street, a Big Split on Outlook for Growth – NYTimes.com

Amid all the grim economic data and a chorus of warnings of a fresh recession, one group on Wall Street has remained remarkably optimistic despite the dangers that may lie ahead — the research analysts who track individual companies. via … Continue reading

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Can Jeremy Grantham Profit From Ecological Mayhem? – NYTimes.com

Can Jeremy Grantham Profit From Ecological Mayhem? – NYTimes.com. Agriculture is more worrisome. Local water shortages will cause “persistent irritation” — wars, famines. Of the three essential macro nutrient fertilizers, nitrogen is relatively plentiful and recoverable, but we’re running out … Continue reading

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PIMCO | Investment Outlook from Bill Gross – Run Turkey, Run

The Fed’s second round of QE, therefore, more closely resembles an attempted hypodermic straight to the economy’s heart than its mood elevator counterpart of 2009. If QEII cannot reflate capital markets, if it can’t produce 2% inflation and an assumed … Continue reading

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Monthly Investing Outlook from Agile Investments

Download October 2010

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Macro Analysis Winning over Bottoms-Up

Macro Forces in Market Confound Stock Pickers More and more investors aren't bothering to pore through corporate reports searching for gems and duds, but are trading big buckets of stocks, bonds and commodities based mainly on macro concerns. As a … Continue reading

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David Einhorn on Easy Money, Hard Truths – NYTimes.com

Highly recommended: Before this recession it appeared that absent action, the government’s long-term commitments would become a problem in a few decades. I believe the government response to the recession has created budgetary stress sufficient to bring about the crisis … Continue reading

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