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Posts by: Mark Mansour

Not Impressed

Not Impressed
Eh… granted, not eloquent but an apt description of the current state of our economy. During the second half of 2012 many macroeconomic indicators pointed to a decelerating economic recovery and indeed we saw a slowdown in orders across several of our B2B portfolio companies during this period. This was not unique to MCM Capital as evidenced by the PMI,… read more →

The Fiscal Cliff & The Economy

The Fiscal Cliff & The Economy
  I feel compelled to start this blog with the plea, "Please, don't shoot the messenger". I am not the Grinch, nor do I plan on stealing Christmas, but America may be looking more and more like Whoville without any Roast Beast, Who-hash or presents under the tree should our deficit continue to grow. Putting one's political convictions aside, we… read more →

Thoughts on Housing

Thoughts on Housing
Beginning in 2008, we have been painfully reminded how important a healthy housing market is to our GDP. As a point of reference, new housing starts plummeted a whopping 77% from a peak of 2.5 million new units in 2005 to a paltry 583,000 units in 2009. New housing starts in 2010 (605,000 units) and 2011 (624,000) are only slightly improved… read more →

Micro Size It

Micro Size It
Driving into to work this morning, I was listening to CNBC's Squawk Box which, on this particular morning, featured a well-respected financial advisor providing his long term insights on the economy and equity markets. To summarize, he projects tepid GDP growth for the next several years and by extension, believes this will correlate with modest equity market performance. Whether his… read more →

A Glimmer of Sunshine

A Glimmer of Sunshine
I have become a bit fatigued with the stream of bad economic news (European debt crisis, fiscal deficits, blah, blah, blah) seemingly taking permanent residence in the Wall Street Journal. Consequently, I am choosing to start this macro-economic perspective with a little bit of sunshine by reminding ourselves the commercial climate isn't all that bad. For example, quarterly earnings, as… read more →
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