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A Fork In The Road

A Fork In The Road
As one contemplates the strength of current and prospective macroeconomic conditions it is important to discount the feeling of goodwill on Wall St. engendered by a stock market which has proceeded up and to the right since the end of recessionary conditions. In fact, consider from September 30, 2009 to February 28, 2014 the S&P 500 Index has appreciated a… read more →

Creating Value In A Maturing Private Equity Market

Creating Value In A Maturing Private Equity Market
As the private equity industry has matured, massive capital inflows and the proliferation of industry professionals has created competition across all segments of the marketplace. As in any industry, over time this competition has diminished both expected and actual returns on capital deployed. The era where astute financial engineering alone is sufficient to generate superior returns is over. Indeed, competition… read more →

Flaps Down…

Flaps Down…
Although Q4 2012 ended with a whimper as GDP growth was a microscopic 0.1%; the consensus among 40 economists polled by the Federal Reserve Bank of Philadelphia (those optimistic buggers), was for an accelerating economy in 2013 as follows: Period Consensus GDP Growth Actual GDP Growth Q1 2013 2.1 1.1 Q2 2013 2.3 2.5 Q3 2013 2.6 ? Q4 2013… read more →
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