Connect With Us

Linked In - Global View Investment Advisor Blog - Global View Facebook Investment Advisors - Global View Twitter - Global View RSS Blog Feed - Global View Investment Advisors Google Plus - Global View

Economic Commentary

Currently Browsing Economic Commentary :

Economic Commentary from Global View Investment Advisors.


Quarterly Newsletter to Public Q1 2013

While we continue to believe much of the developed world is currently in a mild recession there is reason to believe that near-term deflationary forces may have been reduced, at least in the short-term. Nonetheless, the preponderance of other risks and current valuations do not make this a time to take increased risk.

Read More

Money for Nothin’ Writing Checks for Free

Money for Nothin’ Writing Checks for Free

The following is the latest Investment Outlook from Bill Gross, titled “Money for Nothin’, Writing Checks for Free”.  The commentary discusses the extraordinary actions that the Federal Reserve is now engaged, as well as other major Central Banks. From my perspective, the long story-short is that this economic activity is…

Read More

Euro Area in Recession Since Third Quarter of 2011

The Centre for Economic Policy Research, the European agency who officially dates recessions and expansions, declared that the Euro Area has been in recession since the 3rd Quarter of 2011.  Their official release date was November 15, 2012. The ECRI, from whom we buy economic data, has been signaling that…

Read More

Here’s a Interesting, Timely, Economic Measure

Here’s a Interesting, Timely, Economic Measure

Dividends: U.S. Deeper in Recessionary Territory As promised, we’re updating our chart showing the number of publicly-traded companies that have acted to decrease their dividends through the end of October 2012 – providing what might perhaps be the simplest and best near-real time picture of the state of the health of…

Read More

Blind Faith

“Incompetence is the disease of idiots.  Overconfidence is the mistake of experts … Incompetence irritates me.  Overconfidence terrifies me.”  Malcolm Gladwell Steve Romick’s latest message suggests that continued easy monetary policy will not end well.  “Despite Mr. Bernanke’s poor batting average (at predicting the future), his confidence appears unshaken.”  We…

Read More

Addressing Structural Economic Problems

The Economy Faces Structural Problems Michael Porter wrote Competitive Advantage in 1985, a book widely credited with spawning the consulting industry.  I have read it and several other Porter works a few times and have a great deal of respect for his work.  The US business environment faces structural issues which must…

Read More