The Weekly View
Click on the links below to download a PDF with the corresponding weekly view.
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Rally Mature, but Cyclical Bull not Over
We recently raised our S&P 500 trading range to 1250 –1500 for the rest of the year. At Friday’s close of 1361, we therefore believe stocks have further upside this year.
- The Unheralded Revival of US Manufacturing
- Raising Our 2012 S&P 500 Trading Range
The Strategic View
Click on the links below to download a PDF with the corresponding strategic view.
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2012 Asset Allocation Strategy
Beating "Di-worsification" and Financial Repression
- A Tough Year for Global Allocation Strategies
- China Can Drive the World Economy for a Few More Years - Then Watch Out