SCA Newsletter - August 2011
September 8, 2011
The recovery is showing some signs of fading and much of the data suggests that the US economy is weakening. As we predicted in our last letter, Q2 real GDP growth was...
Timely Market Perspectives
SCA Macroeconomic Outlook January 2012
January 27, 2012
2011 Review: Another Year of Economic, Social, and Political Uncertainty. 1. Disaster in Japan 2. Arab Spring 3. Panic in the Eurozone 4. The Great American Downgrade...
SCA Newsletter for October 2011
November 21, 2011
Aging affects the way our minds work and studies show the human brain gets less efficient at processing and reacting to new information over the course of adult life...
SCA Newsletter for September 2011
October 14, 2011
In the US economy, private sector deleveraging is dragging on growth. We believe this is not a normal recession (contracting phase of 5-8 year business cycle); The...
SCA Newsletter - July 2011
September 8, 2011
US debt ceiling crisis solved (temporarily): July ended without a solution, but technical default was avoided by a vote on 8/2 to raise the debt ceiling above $16 trillion.1 Markets appear...
U.S. Debt Downgrade
August 8, 2011
The writing of this report follows the widely expected yet unprecedented action by Standard and Poor’s to lower the credit rating of the United States...
U.S. Debt Default
August 8, 2011
With respect to the debt ceiling, as is typical, we believe there is less that investors need to do than what their instincts might tell them. A breach of the debt ceiling...
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