gold

Several conditions have emerged from the market turmoil

September 30th, 2007|by Michael Ashley Schulman, Perspectives, The Big Picture, Writers|

Several conditions have emerged from the recent market turmoil: tighter credit, deflating real estate, monetary reflation, and a weak dollar. The strong themes emerging from these circumstances are: A) We are probably past the worst and won’t face recession; and B) We will see higher equity markets, stronger export growth and increased commodity prices.

Financial companies […]

Upon the heels of this year’s hurricanes and international upheavals

November 30th, 2005|by Michael Ashley Schulman, Greg Pellizzon, Perspectives, The Big Picture, Writers|

Upon the heels of this year’s hurricanes and international upheavals, November may have seemed almost tepid. However, in the ramp-up to the holidays, the markets were anything but lackadaisical. In fact, November seemed to mark a turning point.

Table 1. Action/Reaction [click on table to enlarge]

Action Reaction table 2a