A policy response to the European crisis and lower energy prices will improve economic conditions in the second half of 2012.
Strategies
Ultimately I believe that solutions will be found, compromises made, and the animal spirits of capitalism will overcome governmental ineffectiveness.
Dividend and Income Plus investment model manager Bill DeShurko is not deterred by McDonald’s earnings miss and still thinks it is a long-term value.
Annaly Capital has one of the highest dividend yields of all large-cap stocks, says Mark Holder of the Net Payout Yield model.
Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses
The combination of political stalemate and policy making through inaction is a drag on economic growth.
The model is dependent upon management’s ability to arbitrage short- and long-term interest rates, rather than stock market trends.