Friday, June 5, 2009

Minyanville article: Reading Economic Reports for Bullish Signs

In this week's article for Minyanville I describe a macro economic process that I developed over the past several months that helps identify the direction of future economic forecasts and the resulting future earnings forecasts:

"A "sense" of something is not the best way to make investment decisions. Gut feelings are all well and good, but they're hardly the primary basis upon which investment decisions should be made. Yet, a sense of where the economy -- and therefore earnings and stocks -- are headed is all most investors end up with when it comes to reading the daily economic reports that so influence the market. Take today's employment data, for example.

Many investors find macro-economic data such as this interesting, and they know it's important as it provides a sense of where the economy might be headed. However, beyond a sense of the economy, most investors lack the ability to..."

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