December 2008 - ProfitScore IQ

The ProfitScore IQ is our monthly newsletter in which we discuss the U.S. and global economy and trends we see emerging that can affect your investment success. Packed with invaluable insight and actionable information about the U.S. and global equity markets, The ProfitScore IQ lets you benefit from our research and the daily hard work that contributes to our never ending journey to be better stewards of your investment assets.

  • There Is An Urgent Need To Inflate Our Deflating Economy

    In This Issue:
    An Update on Our Performance
    A Modern Day Depression
    The Value Crisis
    The "New Deal" Experiment
    Roosevelt's Redistribution
    The Bernanke Ultimatum
    Getting Real
    Should We Be Worried?
    Reducing the Risk of Outside Days
    Portfolio Performance Analysis
    My New Buddy Jack & Another Tennessee Christmas

    The miserable environment of trench warfare experienced during World War I is the best description I can come up with to describe how difficult it has become to trade these markets. I have been actively trading the markets for many years and I can't remember a more challenging time. Most everyone I know in the business says the same thing and that includes experienced traders who were around during the 70's.

    In this month's letter, I will try to prepare you for the economic events that are about to unfold as the Fed and Treasury go to war to flight deflation. It is the strong belief of Ben Bernanke and the Fed that deflation is enemy number one and should be aggressively fought with every economic tool in their arsenal.