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January 2012 The  Newsletter Article, “Drowning In Debt, Can The United States Learn To Swim” discusses the CBO’s determination that our national deficit is becoming “unsustainable” and how in 10 years the interest on the debt alone could exceed the entire 2011 budget, other than social security and Medicaid, by more than $500 billion.   Click on any blue article title to the left or below to bring up that months Newsletter.
           
  Newsletter Library, present back to 2008 below
  Date   Lead Articles    
  December 2011 The Newsletter Article, “Is The Economy Poised For Sound Growth In 2012?” discusses the cheerful holiday economic data and whether actual retail sales, manufacturing, and construction data shows sound growth ahead.  It also poses the dilemma of 2013.  Our second article, “Is The World Economy Growing As We Head Into 2012?” discusses how the major world economies will affect us in 2012.  It also talks about several geopolitical problems that could change everything.  
  November 2011 The Newsletter Article, “Will State Debt Do For The United States What Greece, Italy And Spain Are Doing For The Euro Zone?” discusses the high current level of state debt and how states like California, New York and Illinois continue to run uncontrolled large deficits.  It further discusses the catastrophic impact if one or more of these large states where to go bankrupt.  Our second article, “Is Delaying The Keystone Oil Pipeline A National And Economic Security Risk?” discusses why delaying the Keystone pipeline hurts our national security and increases the risk that the economy will suffer over the next two years.  
  October 2011 The Newsletter Article, “The Great Six Billion Bipartisan Stimulus Of 2012” discusses the one piece of bipartisan stimulus both parties can agree upon and why it should add about 6 billion dollars to the economy in 2012.  Our second article, Can Germany Save The Eurozone From A Double Dip Recession?” discusses Germany as the leading manufacturing power in the Eurozone and its dependence on trade with China and the U.S..  
  September 2011 The Newsletter Article, Will The Jobs Creation Bill Help The Economy?” discusses the potential economic impact of the key elements of the jobs proposal, including the very negative effect of eliminating collection of social security tax, rather than reforming the tax code and reducing overall rates.  Our second article, Will The Economy Pick Up In 2012?” discusses the conflicting data that economists must evaluate, including why the GDP figures may be misleading, the impact of public perception at this point in the cycle, and this fiscal year’s $123 trillion deficit.

 

 
  July-August 2011 The Newsletter Article, Is The World Headed For A Major Structural Dislocation And Another Recession?” discusses the interrelationship of the three major world economies, U.S., Germany and China comprising 37% of the world’s GDP, and are these economies driving the world toward another recession.  Our second article,Did President Kennedy Have The Right Answer To Creating Growth And Recovery?” discusses, in John F. Kennedy’s own words, why he chose major tax reform and across the board reductions in corporate and personal income taxes to create a “V” shaped recovery from a recession situation like we are now facing.  It addresses as Kennedy did the three key needs to reduce taxes, reduce spending, and eliminate stifling government regulation permitting our free market economy to return to growth and full employment.  
June 2011 The Newsletter Article, “Is The Recovery Headed Toward A Double Dip Recession? discusses Fed Chair Bernanke’s recent remarks and warns about stagflation risks.  It talks about why the economic data supports a continued recovery over the next 6 to 12 months.  The article also discusses why housing needs to improve along with consumer spending for unemployment and the economy to materially improve.  Our second article, “Is The World Economy Slowing? discusses the slowing world economy and its potential effect on the U. S.  
  May 2011 The Newsletter Article, “Is The Economy On Track For Increasing Growth Through 2011?” discusses the economic data supporting a continued acceleration in the recovery over the next 6 to 12 months.  The article explains the differing situation of each of the three basic drivers of the economy, manufacturing, housing, and consumer spending.  Our second article, “Will The National Debt Tank The Recovery?” discusses who owns our debt, the changing ratios of annual and cumulative debt to GDP, and the meaning of these ratios as our debt continues to grow.   The article explains the impact of the Fed’s discontinuing purchasing 85% of our new debt.  All of this puts the debt ceiling debate in perspective.  
  April 2011 The Newsletter Article, Will Rising Interest Rates Accelerate Inflation?” discusses whether the Fed should follow other Central Banks in raising interest rates now.  The article explains why at various stages of the economic cycle raising rates can accelerate inflation and at other stages it can reduce inflation.  The article also discusses the importance of timing an end to quantitative easing and increasing interest rates to the long term health of the economy.  Our second article, How Will The State Of The World Economy Effect 2011?” discusses the state of the major economic centers of the world economy and how they will affect our recovery over the next 6 to 12 months.  
  March 2011 The Newsletter Article, “With All The Uncertainty, Will The Recovery Continue in 2011?” discusses the dichotomy of how the government’s current approach will help in the short run, but hurt the economy in the long run.  It also explains the drivers, such as Japan & Libya, that will affect the economy during the remainder of 2011.  Our second article, “Will The Libyan Gasoline Price Spike Derail The Recovery?” looks at how rising gas prices will affect the recovery and what the government should do to stabilize fuel pricing.  The final article, “Is Unemployment Getting Better?” explains the good and bad aspects of the latest unemployment report.  
  February 2011       The Newsletter Article, “Are We Heading Toward Another Recession In 2013?” discusses how the government’s short term approach to the recovery is driving liquidity out of the economy at the risk of another recession in 2013-2014 or worse. Our second article, “Will The Rising National Debt Cause A Recession In 2013 or 2014?” looks at one of the key driving forces in this economic cycle and puts today’s $14 trillion dollar national debt and its implications in perspective.  The article goes on to explain why, absent a course change, we are headed toward a $22 trillion dollar national debt by 2015 with a possible recession or depression along the way.  
  January 2011       The Newsletter Article, “Will Inflation Be A Problem Over The Next Six Months?” discusses the growing pressures that could ignite major inflationary trends.  The article explains that inflation is not just a U. S. concern.  Our second article, “Will Manufacturing Continue To Lead The Recovery In 2011?” discusses both why manufacturing should continue to recover and what risks it faces.  Our final article, “Will It Take 5 to 10 years For Unemployment To Improve?” compares the mistakes of 1937 to the current economic situation.  It explains what the current data means, and why employment should be the key focus of government policy now.  
  December 2010       The Newsletter Article, “Is The Conflicting Economic Data Confusing Or Really Consistent?” discusses how in recent weeks there has been a flood of economic data either pointing toward a faltering recovery or continuing strengthening of the recovery.  The article explains why the data is really consistent and reflects how the government failed to take the actions necessary to a full recovery given an economy that had such a deep decline.  Our second article, “Will The Proposed Tax Cuts Avoid A Recession In 2014” discusses why the currently proposed tax compromise really doesn’t cut taxes and is not enough to convert the slow moderate growth during the first half of 2011 into an economic cycle that could avoid a recession in 2014.  
  November 2010       Our November 2010 Newsletter Article, “Is Fed Chair Bernanke’s Defense Of Quantitative Easing Believable?” discusses Fed Chair Bernanke’s attempt to justify creating new dollars out of thin air based on China’s behavior in undervaluing the Yuan.  The article explains why the Fed’s policy may fail and what reality based economics dictates the Fed’s policy should be.  Our second article, discusses why our 8 leading indicators show moderate growth should continue into the first half of 2011.  
  October 2010       Our October 2010 Newsletter Article, “Can The Fed Boost The Economy?” discusses the four things that Fed Chair Bernanke said that the Fed could do to boost the economy.  The article explains how each of the 4 options he proposed would affect your company’s future.  Our second article, “In Case You Didn’t Notice, The Recession Ended In June 2009?” addresses the real meaning of the recessionary slide ending before the stimulus had any impact and what it will take for the economy to have a strong recovery.  Our final article, “Is The Real Employment Picture Still Deteriorating?” talks about the negative meaning of last Friday’s Labor Department unemployment report and its long term implications.  
  September 2010

      Our September 2010 Newsletter Article, “Is China Hurting The U.S. Recovery?” discusses the impact China’s subsidizing its export industries and currency manipulation is having on the U.S. recovery.  Our second article, “Are The Unemployment Numbers Good News?” addresses the underlying data that paints a disturbing picture not revealed by the gloss put on the overall unemployment percentage by the pundits.  Our final article, “Is The Impact Of Government Policy On Banks & Of Tax Increases, Hurting Job Creation And Economic Liquidity? talks about how government policy toward regional banks and increasing taxes is hurting mid-sized and small business sales and ability to obtain needed financing resulting in a slowdown in job creation.

 
  August 2010

      Our August 2010 Newsletter Article, “Are We About To Have A Double Dip Recession And Run Away Inflation?” discusses the many current news stories where consensus economists have made contradictory statements about whether we are about to have a double dip recession.  It also addresses the contradictory predictions of runaway inflation and destructive deflation.  The article explains why the confusion and what are the three approaches the government could take to meet the challenges of the current economic situation and what you can expect over the next 6 months.

 
  July 2010       Our July 2010 Newsletter Article, “Are We Headed Toward Another Great Depression?” discusses the state of the recovery and The Institute For Trend Research startling prediction that we will be in a depression by 2030.  Our second major article, “Are Consensus Economists Beginning To Predict Government Policy Will Lead To Lack Of Job Growth & Stagnation?” discusses 5 major government disincentives that will lead to stagnation and stifle job growth, as well as the implications of last month’s private sector job growth being concentrated in the temporary help industry, and the meaning of the substantial unfavorable increase in our trade gap with China.  
  June 2010       Our June 2010 Newsletter Article, “Will Deflation And Europe’s Debt Crisis Cause Us To Have A Double Dip Recession?” reviews the 7 major threats to our fledgling recovery.  Our second major article, “Is China Continuing Its Attack On The U.S. Dollar?” discusses China’s continuing efforts to replace the U.S. dollar as the medium of international trade and how that could undercut the world recovery and hurt our economy.  
  May 2010       Our May 2010 Newsletter Article, “Will The Recovery Continue To Strengthen, Driven By Manufacturing?” talks about the various forces shaping this “H” shaped recovery and what they mean for you.  Our second major Article, “What Is Threatening The Economy?” discusses several key underlying problems that could hit the economy over the next 6 to 12 months.  
  April 2010        Our Healthcare Special EditionApril 2010 Newsletter discusses the $569 billion in new taxes and other provisions that will affect the economy.  The focus is on how this will impact your business in 2010 and beyond.  The new law contains many key provisions that will materially impact business from now through 2018.  Do you know what they are?  
  March 2010       Our March 2010 Newsletter Article, Is 2010 A Year Of Stabilization And Moderate Growth? talks about what the general economy can expect in terms of growth over the next 6 to 18 months.  Our second major Article, Is Inflation Under Control? discusses how the federal Reserve and many leading economists have failed to understand the inflationary forces at work in the economy.  The third Article, What Can We Learn From Spain?” compares Spain’s economic experience with the situation our 50 states and Federal government are now facing and discusses how Wall Street fails to realize how lavish entitlement programs and deficit spending will reduce our standard of living and our economy.  Finally we review our list of 8 key drivers to track the economy and discuss what they are telling us about the next 18 months.  
  February 2010       Our February 2010 Newsletter Article, Is The Drop In Unemployment More Good News? discusses the story behind the statistics and what it means for your business over the next 6 to 18 months.  Our second major Article, “How Will The Two Trillion Of Tax Increases In The Budget Affect the Economy?” discusses the impact of the currently planned budget tax increases liquidity in the economy, job creation, and consumer purchasing power among other things.  
  January 2010      Our January 2010 Newsletter Article, Will The U. S. National Debt Level Affect Our Recovery? discusses how our rapidly increasing national debt level could derail the recovery.  It also talks about how our debt level could take liquidity out of the economy, hurt job creation, and reduce consumer purchasing power among other things.   
  December 2009 Will the consumer give us a Merry Christmas?  
  November 2009 Is the economic recovery gaining strength?  
  October 2009 Why a look back Issue?  
  September 2009 Good news, the resession is over!  
  August 2009 Will the Impending Recovery help you business?  
  July 2009 Will growing unemployment negatively affect when we hit bottom & the recovery?  
  June 2009 Has the stimulus package stimulated anything but talk?  
  May 2009 Can we really "read the tea leaves" about the rest of 2009?  
  April 2009 We may still be at sea, but Is that echo we are hearing possibly the bottom of the downturn?  
  March 2009 Like the Old Mississippi, the recession "just keeps rolling along"  
  January 2009 A time for action  
         
  November   2008 What has changed for 2009?  
  September 2008 What can we expect in 2009?  
         
         
         
         
         
 
 
 
 
 
 
 
 
 
 
 
 
 
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