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Corporate Earnings Forecasting Obama Victory

Looking at the stock market, the story of corporate American is strikingly different. Balance sheets are flush with cash, debt is being serviced relatively easily and corporate profits as a percent of GDP are amongst the highest on record. As the chart shows, if real corporate earnings are growing over the last two years of…

The Global Economy – Maybe the Glass is Half Full

To say that Europe dominated the 2011 financial headlines would be an understatement. One word or comment from a European politician or central banker sent stock markets tumbling. Conversely, the smallest hint of a resolution to the debt problems of the other “PIIGS” nations (Portugal, Ireland, Italy, Greece, and Spain) sent the markets soaring. The…
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