Experience the Decision Economics Difference for yourself.
Category: Equity OLD
REPLAY – Sinai’s Equity Conference Call – 8/14/13
Stock Market Fundamentals and Forecasts—Bull Market Still Cooking But Needs Renewed Earnings Growth[private] Equity Bull Market: Where Are We? “Long-in-the-Tooth:” But Second Wind? Renewed U.S. and Global Economic Activity Needed to Pick Up Revenue and read more
REPLAY – Sinai’s Equity Conference Call – 5/13/13
Taking Stock of the Stock Market— Best Yet-to-Come? – Equity Market(s) Year-to-Date: Some Stunning Gains U.S. and Global Go Away in May; Back in October?[private] – What is Going On? U.S. Fundamentals—The “Basic Prospect” Macro read more
REPLAY – Sinai’s Equity Conference Call – 2/25/13
Leap Out-of-the-Gate: Can It Continue? Equity Market Prospects and Risks – U.S. and Global Macroeconomic Scenarios and Risks—Baseline, “Upside” and “Downside” Possibilities and Odds – Washington—the Fed, Sequester, and Fiscal Policy – Some New Themes read more
REPLAY – Sinai’s Equity Markets Conference Call – 9/24/12
QE3, the Stock Market and Asset Allocations – The Fed and QE3—This Time is Different • The “Balance Sheet” Policy Focus • A Positive “Shock?” • Global Central Banks “Wave” of Easing? • “Transmission” Mechanisms read more
REPLAY – Sinai’s Equity Market Conference Call – 9/5/12
A Top-Down Look at the U.S. Equity Market Prospect – Baseline Macro Prospect and Key Assumptions – Macro Risks—Minuses Europe Recession—How Deep, How Long? U.S. Impact—Exports vs. The Consumer Fiscal Cliff China – Policy Responses—U.S. read more
Sinai’s Market Perspectives: Market Corrections Over or Still In-Train?
Market Corrections Over or Still In-Train?—Baseline Prospect Remains At Risk on Eurozone, Earnings, and the “Fiscal Cliff”[private] Sinai Perspectives – Market Corrections Over or Still In-Train 6-18-12[/private]
REPLAY – Sinai’s Equity Markets Conference Call – 6/11/12
Stock Market Correction—Done or Still In-Train? – DE “Basic Prospect” at Risk on Economy and Earnings Baseline? Alternative Risk Scenarios and Odds – Macro Sources of the Corrections and State-of-Play Eurozone Crises and Risk Implications—“Muddle-Through read more
REPLAY – Sinai’s Equity Markets Conference Call – 5/14/12
[private][private]Equity Markets—Pluses, Minuses: Risks Front-and-Center Again – The “Baseline” Macro Story A Plus—Earnings A Plus—Interest Rate Prospects – Alternative Risk Scenarios and the Macro Risks Eurozone Crises Continue “Fiscal Cliff” Can the Consumer Keep it Up? read more
Summary – Sinai’s Equity Conference Call – Mar. 27, 2012
[private] The Stock Market: A Much, Much Better Year. Can It Last? Macro Fundamentals Suggest “Yes,” Still a Bull Market… U.S. economy is in a sustained and entrenched expansion — this year, next, and read more
REPLAY – Sinai’s Equity Markets Conference Call – 3/26/2012
[private][private] The Stock Market: Much, Much Better Year. Can It Last? Some DE Investment Themes and Asset Allocations – The Business Cycle, Macro “Fundamentals” and The Stock Market—Still a Bull Market Macro Baseline Prospect and read more
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more
A TAILORED APPROACH
We know investment professionals have specific needs, in terms of type and method of information support.
meet
allen sinai
& the team
