Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Economy | Stocks | International | Interest Rates | Recommendations
Outlook 2012

Economy

It takes considerable time for countries to rebound from major financial crises. Thus, excessively high unemployment will continue to hamper a speedy resolution of our economic problems. Corporations are not hiring because of new federal programs and regulations. Furthermore, the dangers of overspending have not been adequately addressed at the federal level. This is sowing the seeds of inflation.

As we previously projected, the U.S. has bounced along at low levels of economic activity, with feeble GDP increases. The business community has received little encouragement from Washington. Still, Americans are resourceful and we see a country that is stabilizing and slowly improving. Except for the situation in Europe, we would be very hopeful about the future. About 20% of our exports go to Europe and many U.S. firms have a major presence there. Bond investors forced many European yields to unsustainable levels as high debt levels and confidence in repayment lagged. A recession in Europe will also threaten the U. S. economy.
Positives Negatives
Positive The Federal Reserve's policies are accommodative Negative Political uncertainty in Washington
Positive Interest rates are low Negative New government programs and overspending are unpopular among voters
Positive Exports thrive for now Negative Problems in Europe and a stronger dollar will slow exports
Positive Untapped energy reserves in the U.S. Negative Excessive unemployment inhibits spending
Download The Long-term Economic Report (.PDF 1.9 Mb)   PDF
 
 
Download The Long-term Economic Report (.PDF 1.9 Mb)


James News

March 30, 2012
Special Study - Why Own Bonds?

Click Here To Read (.pdf)
August 18, 2011
Market Volatility: What are we doing?

Click Here To Read (.pdf)
July 29, 2011
Special Study - No American Default

Click Here To Read (.pdf)
May 20, 2011
Special Study - How to Offset Inflation

Click Here To Read (.pdf)
Jan 24, 2011
New Years Forecast - Dayton B2B Finance

Click Here To Read (.pdf)
Jan 18, 2010
Topping Markets

Click Here To Read (.pdf)
Jul 13, 2009
New Stimulus Won't Cure Economic Woes

Click Here To Read (.pdf)
Dec 8, 2008
Rally at Hand

Click Here To Read (.pdf)