SAC's commentaries are sought after by investment professionals and clients alike for their timely insight into the strengths, weaknesses, and future direction of the market.

Third Quarter 2012

Structual Deficiencies and Exogenous Hold Long-Term Prospects Hostage...

Systemic corruption and greed along with U.S. structural deficiencies and Euro fright have helped to provide doomsayers with the most unique opportunity in recent memory to predict the end of the economic world as we know it. The Eurozone is undergoing death by a thousand cuts and teetering on the edge of a violent break up. Despite an array of patchwork measures to save it the financial markets are poised to absorb another Lehman type shock that caused the harshest global recession in 2008. Political leaders are locked in a state of paralysis, unable to agree on the underlying causes of Europe’s woes, much less
arrive at solutions. Amidst all this gloom and doom there is a tomorrow for the U.S. economy. The key is moderating expectations to be able to navigate the global political maelstrom. Understanding that all politics are local and that no politician can stand short term pain for long term gain makes for turbulent times. A macro view is required for these financial markets and
patience will be rewarded.But like the episodic growth spurts that came before in this erratic and sub-par recovery, this one is not sustainable. Read Full Version >

2011/12