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Archive for the Allen Sinai Category

U.S. Expansion Poised for Longevity – Bloomberg 06-09-13

Salient to Investors: The economic expansion shows signs of lasting almost twice as long as average, with few of the excesses that often presage the start of contractions – inflation is slowing, not quickening, household debt is shrinking, not expanding, and the labor market is slack, not tight. Robert Gordon


Americans Absorb Payroll-Tax Rise to Keep Spending: Economy – Bloomberg 03-11-13

Salient to Investors: Brian Jones at Societe Generale said many things are going the right way – more people working means more people spending, which to some extent neutralizes higher taxes. Dean Maki at Barclays expects GDP will rise at a 2 percent annual average pace in half2 from a 1.5 percent rate in half1


Economy Set for Better Times Whether Obama or Romney Wins – BLoomberg 11-04-12

Salient to Investors: Economic growth will accelerate in the next four years as the headwinds become tailwinds. Consumers are spending more and saving less after reducing household debt to the lowest since 2003. Home prices are rebounding after falling more than 30 percent from their 2006 highs. Banks are increasing


Grantham Calls Corporate Profits Freakish – Bloomberg 11-27-11

Salient to Investors: Jeremy Grantham at GMO said high profit margins are not connected to reality and an aberration, propped up by a great surge in government spending that fueled consumption, and will send stock markets tumbling when they eventually revert to their mean. Grantham said lower margins are the great threat to