From the category archives:

forecasts

The year is 2012 and it is time for you to get some Kenya in your portfolio.  Kenya has one of the most rapidly-growing GDPs.
Over the weekend the World Bank sent out a tweet about Kenya’s “tipping point” – by 2020, Kenya will be a full-fledged middle-class country.  Since 2001, many gains have been made [...]

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Heads of the Federal Reserves of Atlanta, St. Louis and San Francisco this week have all expressed agreement on the fact that more stimulus – aka monetary accomodation -  is needed for the US economy.  John Williams (San Francisco), Dennis Lockhart (Atlanta) and James Bullard (St. Louis) – all voting members of the FOMC (Federal [...]

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Top economic advisors and analysts are shouting a common refrain these days. And when two of their more prominent issue global economic warnings forecasts in the same morning, you want to listen. I’ve also outlined what I see as the developments in trends over the next five years, and many of them provide a broader [...]

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In some sense, economics itself is about predicting the future. It makes forecasts based on past performance and behaviours.  Statistics, quarterly reports and other numerical data facilitate this process.  In order to plan your own life out another 5 years or more, in order to achieve goals you’ve set, you adopt budgets and you might [...]

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Today, Facebook (NASDAQ: FB) shares plunged below $30 for the first time.  Speculators are now running wild with “I-told-you-so” arguments (and I told you so, too) and dismal proclamations about Facebook’s future (or “faceplant”) from here.
The question now that Facebook has broke through a new floor is how low Facebook shares can sink from here?  [...]

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Will Eurobonds be the solution to the European fiscal mess?  There’s so much debt out there already, can more European debt really be the answer?
Nevertheless, the “Eurobond” is what Italian Prime Minister Mario Monti has proposed as a way out of the European debt situation.  Perhaps a Eurobond offering would calm global markets over European [...]

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I’m not going to tell you that you should already own Apple (NASDAQ: AAPL), especially now that it has a juicy dividend – because you already own it.  Same with Google (NASDAQ: GOOG) and Amazon (NASDAQ: AMZN), right?
So here’s a list of some other great companies that are leading us into the next decade.  Perhaps, [...]

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