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Report: 1Q Economic Commentary and Outlook (Free!)

January 15, 2009 4:15 pm

Each quarter we write a detailed review of how the global economic climate responded to varying conditions and what we see ahead.  here are a few of the areas we cover in detail this quarter.

Usually, this is only available to clients of Horowitz & Company, but this quarter we wanted to make it available for your review.

  • Economic data releases from the Bureau of Labor Statistics have been bullishly skewed and subsequently revised downward showing increased bearish sentiment.
  • Optimism from proposed government intervention should not trump unprecedented unemployment, retail sales and credit problems
  • Short term effect from economic stimulus in the form of rate reductions can be beneficial, but a longer-term solution is needed.
  • Legislation needs to be enacted to expand the allowable plan assets and clearly define effective investment diversification.
  • Mutual Fund companies and buy and hold advisors have failed miserably at protecting investor’s hard earned money.
  • Money flows have clearly shown a skew toward ETFs rather than Mutual Funds.
  • Increased incentive to borrow due to rate reductions will only decrease the chances for consumers to get out of credit problems.
  • Access to credit by consumers will be limited by their lack of gainful employment.
  • IPOs have become extinct which has caused investment banks to lose significant revenue.

If you would to read the detail and our forecast, click HERE

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Disclosure: This material is provided for information only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. This material is not a complete analysis of all material facts respecting any issuer, industry or security or of your investment objectives, parameters, needs or financial situation, and therefore is not a sufficient basis alone on which to base an investment decision. Horowitz & Company clients may hold positions (long or short) in investments discussed.
Please click for detailed disclosures and additional information about our stock ratings and scoring.

Written by Kevin Hoffmann · Category(s) Economy, Gameplan, Markets, Stocks    |  Tags: • •   

2 Responses to “Report: 1Q Economic Commentary and Outlook (Free!)”

  1. Dow breaks 8,000: What’s next ? | The Stock Watch on January 16th, 2009 3:14 am

    [...] alert for the signals. (We have just published the 1Q Economic Commentary and Outlook – Available HERE) [...]

  2. Strategy Lab: The Impact on the Market of Options Expiration | The Disciplined Investor on January 19th, 2009 6:02 pm

    [...] If you would like a copy our first-quarter economic commentary and outlook, click here. [...]

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