Forecasts and Forecasters usually get it wrong…
…though this NEVER stops them from trying, does it? It seems that no matter how often we experience a market pundit completely punting a forecast, we still really want to believe that someone, somewhere knows what is going on. The sooner we recognize the limits of our knowledge, the better investors we can become.
As part of his 2015 Halftime Report, Jonathan discusses some of the more pressing topics of current market and economic activity. Fundamentals have not changed (much) since this presentation was given live to clients in late July 2015. This being said, the volatility that has been missing for over 3 years has finally returned… you can see Jonathan discuss renewed market volatility here.
You can see 4 other quick takes from Halftime 2015 here:
- U.S. Growth – Headwinds
- China – Balancing Slowing Growth & Global Aspirations
- Greece – A Disaster, Not a Threat
- Is Minimum Wage the Right Answer?
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