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Morning Brief* – December 17, 2013

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers growth for 2014. Seasonal consumer slump should be over. News – Fed week. Markets in terms […]

Morning Brief* – December 16, 2013

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers growth for 2014. Seasonal consumer slump should be over. News – Fed week. Markets in terms […]

Morning Brief* – December 12, 2013

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers growth for 2014. Seasonal consumer slump should be over. News – Jobless claims rose 68K. FED […]

Morning Brief* – December 11, 2013

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers growth for 2014. Seasonal consumer slump should be over. News – USDA lowered bean supply and […]

Morning Brief* – December 10, 2013

Macro economy in terms of business cycle model- Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers growth for 2014. Seasonal consumer slump should be over. News – USDA agriculture report due this […]

Morning Brief* – December 6, 2013

Macro economy in terms of business cycle model- Data this week was support of model script. Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of growth will occur relative the 3yr cycle. The 3yr cycle offers growth for 2014. Seasonal consumer slump […]

Morning Brief* – December 4, 2013

Macro economy in terms of business cycle model- The US PMI for November was additional evidence of a correct model stance for a growing economy. Global PMI was also trending higher for November. Growing economies until 2017-2019 relative the 9yr business cycle is the forecast. Along the way, the largest corrections, and incremental legs of […]

Morning Brief* – November 27, 2013

Macro economy in terms of business cycle model- No change to long term business cycle model bull script now to 2017-2019 for US and global economies. Still expect improvement during 2014. Last week’s reports were summarized as bullish model input. News – Santa rally still to come. Strong Richmond FED manufacturing index. Strong Case Shiller and FMHA […]

Morning Brief* – November 22, 2013

Macro economy in terms of business cycle model- No change to long term business cycle model bull script now to 2017-2019 for US and global economies. Still expect improvement during 2014. News – FED’s Lockhart -Fed will remain accommodative for years. The Fed will taper when the economy is ready and FINANCIAL MARKETS ARE PREPARED. (My take […]

Morning Brief* – November 21, 2013

Macro economy in terms of business cycle model- No change to long term business cycle model bull script now to 2017-2019 for US and global economies. Still expect improvement during 2014. News – Asia/Europe markets mostly lower to mixed. Euro markets hit by disappointing PMIs. China/France were of disappointing news. Concerns of chance for December FED taper […]