Have you heard about the third quarter investor letter review about the third quarter investment in 2016? Check out this blog by Gregory Blotnick about third quarter investment review and outlook.
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3 R DP O I N T2 0 1 6 –
L E T T E R / O U T L O O K
Focused on a few key areas in 2016
Understanding the global shift from monetary to fiscal
Will fiscal expansion become the new world order?
While China has fallen temporarily off the radar screen,
we still see reasons for concern.
We are clearly in late stages of a business cycle following
an 8 year expansion.
Earnings have stalled for few years & while this can be
partially explained by falling oil prices, a strong $, weak
global growth, & flat margins, earnings estimations may
be inflated at these levels.
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