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January 3, 2011 – It is that time of the year again to record my expectations and outlook for the year ahead.  But before looking at 2011, as always I first re-visit what I was expecting for this past year in order to evaluate whether my forecasts were close to the mark. My forecasts forRead more

September 13, 2010 – I am pleased to present the following article written by Mark Lundeen. He explains why the Barron’s mining stock average has outperformed the Dow Jones Industrials since 1920. The analysis excludes dividends on both averages, which in itself could be an interesting study. Nevertheless, his conclusions are thought provoking and worthRead more

February 26, 2010 – There have been numerous reports about the sharp decline in bank lending since the beginning of the financial crisis.  The Wall Street Journal, for example, on Wednesday reported in an article entitled “Lending Falls at Epic Pace” that last year’s decline in lending is the biggest since 1942.  It also providedRead more

January 2, 2010 – It is time to record my outlook for 2010, but before looking forward to the year ahead, I always like to first look back at what I was expecting for this past year.  My forecasts for 2009 were driven by my overall outlook for the economy, which is captured by theRead more