Macro Economics Archive
Top Gun FP Client Note: The Bear Market Of 2012
November 21, 2011 · Category: Europe, Macro Economics, Market Commentary, Politics, Technical Analysis, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
Posted by Greg Feirman · 1 Comment »
Top Gun FP Client Note: The Debate Over What Happens When QE2 Ends
May 17, 2011 · Category: Federal Reserve, Interest Rates, Macro Economics, Market Commentary, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Limits Of A Commodity Led Stock Market
April 24, 2011 · Category: Commodities, Macro Economics, Market Commentary, Technical Analysis, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: The Point Of Maximum Complacency
March 31, 2011 · Category: Inflation, Macro Economics, Market Commentary, Sentiment Analysis, Top Gun Financial Planning
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can ...
Posted by Greg Feirman · No Comments »
The Economic Plan We Need
I wrote this in response to a friend who said he agreed with Goldman Sachs that austerity is the biggest threat to the economy. After all, look at Britain (see, for example, "Why Budget Cuts Don't ...
Posted by Greg Feirman · No Comments »
Adam Shell, USA Today: Cyclical Or Secular Bull Market?
February 24, 2011 · Category: History, Macro Economics, Market Commentary, Top Gun Financial Planning
There are only two kinds of bull markets on Wall Street. There are the normal ones that last roughly two years before petering out. And there are the far less frequent mega-bulls that keep going ...
Posted by Greg Feirman · 1 Comment »
Top Gun FP Client Note: Why Simmering Inflation Is Poised To Knock This Market Down
February 8, 2011 · Category: Commodities, Inflation, Interest Rates, Macro Economics, Market Commentary, Sentiment Analysis, Stocks, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
The Great David Einhorn On Charlie Rose
December 28, 2010 · Category: Hedge Funds, Macro Economics
For more on Einhorn, see my "Top Gun FP Client Note: Another Bubble", October 26, 2009 in which I discuss his important speech at the Value Investing Congress in October 2009.
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: A Bullish Consensus For 2011
December 27, 2010 · Category: Macro Economics, Market Commentary, Seasonality, Sentiment Analysis, The Investment Advice Business, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Going With The Flow Into Year End
December 10, 2010 · Category: History, Interest Rates, Macro Economics, Market Commentary, Obama, Politics, Taxes, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
