Economic Outlook Analysis
Most investment professionals such as myself try to invest in assets (stocks, bonds, commodities, real estate) that are undervalued, and wait for them to get to fair to overvalued and then liquidate. The problem for us value/fundamental investors is that most stocks and markets are currently overvalued, and this market is in the late stages of this economic and market cycle.
Every year I do an economic and market forecast for our subscribers. This exercise is like looking at the variables one needs to look at for a business: what is the outlook for growth, what is the inflation and interest rate picture, how are our trading partners doing, what are the potential risks?