Friday, September 24, 2010
If we are to fully recover from the recession during 2014, then it would make sense to maintain loose fiscal policy through the end of 2013. This loose fiscal policy would consist of extending all of the Bush tax cuts until 2013. Increasing taxes while the economy is limping along is a good start to pushing the U.S. back into a recession.
Thursday, September 16, 2010
The technology space is showing some strong relative strength as the majority of companies in the sector are reporting strong results, announcing large share repurchase programs, and initiating or increasing their dividend payout. These technology companies are putting their cash to work via strategies (share repurchases and dividends) to increase shareholder value. Furthermore, there is strong M&A activity in the technology space as companies look to grow their top and bottom lines through non-organic means.