Recommendations
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| For Business Executives |
For Investors |
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Stop-Start economy poses problems for management |
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Regulatory problems will persist:
- High taxes
- Excessive regulations
- Excessive government oversight
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Domestic markets could perhaps offer better near-term opportunities:
- Stronger dollar will hurt overseas sales and earnings
- Cheaper imports may help contain costs
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Change product mix to generate more sales:
- Consumer fickle but can be tempted
- Luxury items face setbacks
- Seek opportunities in staples
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Skilled Labor: Anticipate pressure for higher wages:
- Skilled craftsmen shortages will persist
- Sponsor education and training for the best of your labor force
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Innovate to survive:
- Use cash to invest in technology
- Inexpensive financing available
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Cheaper energy:
- Higher profits
- Lower costs of production and delivery
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Caution: A volatile year is likely |
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Good news: No financial collapse |
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Domestic Stocks:
- Prices elevated – increased vulnerability
- Good stock selection crucial
- Opportunities in bargain stocks
- Small caps likely to lead next bull market
- Lower energy costs could lead to higher profits
- Favor active management over passive stock investments
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Long Term Bonds:
- Current low yields may point to modest returns
- Favor: Treasuries, Corporates, and Municipal bonds
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Foreign Investments:
- Strong dollar hurts foreign stock returns
- Economies in Russia, Europe, Japan, and China faltering
- Opportunities in Norway, Finland, Singapore, Taiwan, Turkey, and Canada
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Economic Outlook
- Annual Outlook from Fund Advisor
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- Forecast for Economy, Bonds, Stocks and International
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Market Commentary