Tag Archives: Economic Stimulus

Likely Scenario for US Stocks Beginning in August 2010, we began to inform clients that our outlook for the near future of common stocks was decidedly positive. We continue to hold that view, for several primary macro-reasons which, in no particular order are: (1) Stimulative Federal Reserve policy is virtually promised for an extended period. This will eventually become a major problem, but for now, the markets will likely respond favorably. Whenever the debt market ultimately reacts to all of this, it will likely cause downward re-valuation of equities, as traders and investors alike adjust their earnings discount rate. (2) … Continue reading →