» REPLAY – Sinai’s Equity Conference Call – 8/14/13 Decision Economics

REPLAY – Sinai’s Equity Conference Call – 8/14/13

Posted August 14, 2013 by rvillareal

Stock Market Fundamentals and Forecasts—Bull Market Still Cooking But Needs

Renewed Earnings Growth[private]

  1. 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 Earnings Growth

  1. The “Fundamentals”
  • Economy—Baseline Prospect and Alternative Risks
  • Earnings and Profit Expectations
  • Federal Reserve Two-Part “Plan”

–   Tapering—Little or Big Deal?

–   Rate Hikes—When Come, A Bigger Deal

  • Interest Rate Outlook
  1. Stock Market Expectations
  • Long Equity Bull Market
  • Second Quarter Earnings and Forward Earnings Prospects
  • Fair Value, Valuations, Ranges
  1. Investment Themes
  • U.S. “Tight Fiscal-Easy Money”
  • A Consumer Ready to Go?
  • Asset Allocation—Shift to Equities from

Fixed Income

REPLAY – Equity Call Aug 2013[/private]

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DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21

Posted February 3, 2021 by Diane Buscemi

[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

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