Fritz Meyer Economic And Investment Update, November 2014

Fritz Meyer Economic And Investment Update, November 2014
Fritz Meyer
Fritz Meyer POV
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id:438700753
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Gold-i-locks (gold'-ē-lŏks) adj. A steady flow of improving economic data with low inflation.

PMIs, car sales, housing starts, unemployment claims, new jobs, bank lending all show strong current activity; earnings estimates and the leading economic indicators point to good growth ahead. Europe’s PMIs still showing expansion.

Quantifying the lower oil price stimulus.

At this session, I'll cover:

  • End of QE and Fed rates. When do we start to worry about Fed tightening?
  • S&P 500 earnings and valuation. The Shiller P/E ratio vs. the real P/E ratio. To paraphrase James Carville, it’s the denominator, stupid!
  • Bond yields. So low they don’t make sense fundamentally. Why? Where from here?
  • The government’s latest report on poverty and income distribution
  • Inversions and U.S. tax policy … a politically sticky wicket
  • An update on Wall Street experts’ tactical asset allocation predictions

 

Fritz Meyer provides institutional-quality macro analysis, serving as an investment strategist to independent financial professionals. Meyer, who has conducted monthly webinars on A4A since April 2011, previously spent 15 years as a money manager and investment strategist at one of the world’s largest investment companies.

You can purchase Fritz’s monthly slides for $25 a month or buy content based on his research. Fritz is also a popular speaker at client appreciation events sponsored by advisors.

This webinar is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and CPA CPE credit.


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