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General Economic Conditions

It Is Too A Recovery….I Think

It Is Too A Recovery….I Think
The great recession hit bottom in Q4 2008, with GDP contracting a whopping 8.9%, followed by 2 subsequent quarters of GDP contraction.  The economic recovery began in Q3 2009 as evidenced by 1.4% GDP growth and subsequently the US economy has generated positive GDP growth in each successive quarter through Q4 2012.  During this period, impactful industries, such as housing… read more →

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 →

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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