Found via Advisor Perspectives.
I thought this would be a good time for me to convey my views on the economy, financial landscape, current Federal Reserve policy as well as thoughts and reactions to the President’s speech Thursday night. In it he laid out a new plan on how to attack the unemployment crisis and economic stagnation. This is my first written commentary since I took my sabbatical in 2010. I’ve wanted to take some time this year to review and reassess many of the risks and economic forecasts that I laid out in my May 2009 Morningstar speech, “Reflections and Outrage.”
