I am a top-down analyst. My first instinct is almost always to look at the long term trends and patterns. I’ll go back hundreds of years if I can. Sometimes the easiest way to make money is to grab on to the “one big trend” and ride it.
2010 Annual Outlook
2010 Economic Outlook – A Strong First Half (12/28/09)
2010 Interim Econ Posts
Q4 Economic Growth – Be Happy, But Worry (1/31/10)
Reform the Tax Code Now (3/8/10)
The United States of Debt – Part I (5/26/10)
The United States of Debt – Part II: The Return of the US Consumer (9/2/10)