Posted by Larry Doyle on February 22nd, 2013 6:53 AM |
Who might that be flashing the warning signals about our markets and our economy?
I am always predisposed to look for risk on the horizon so that we can all navigate accordingly, but the quote referenced in the title of this commentary comes not from me but from professors at Duke University’s Fuqua School of Business.
What prompts them to make such a statement? Only a survey of over a thousand global CFOs that projects economic activity a quarter ahead of most other surveys. Now that is the type of material we like as opposed to the “look in the rear view mirror” provided by many outlets.
Let’s navigate . . .
Chief Financial Officers See More Downside Risk in the Stock Market than Upside (more…)
Posted by Larry Doyle on March 7th, 2012 1:07 PM |
Hot off the press, I just received the Duke University/CFO Magazine Global Business Outlook Survey. The survey highlights reasons for real optimism domestically but with ongoing concerns and risks as well. Let’s dispense with the formalities and dive right in to the voluminous amount of detail within this cutting edge and timely release.
Where else are you getting this sort of real time insight?
DURHAM, N.C. — Optimism among U.S. and Asian chief financial officers jumped this quarter and the hiring outlook is strong for 2012. European CFOs also say 2012 will be an improvement over a difficult 2011. >>>>>>>> (more…)
Posted by Larry Doyle on June 9th, 2011 7:49 AM |
Have you ever had walking pneumonia? Not a lot of fun, right?
You might be able to operate but your inability to fully inhale is a real drag. I had a bout of walking pneumonia a few years back but was fortunate to get over it in about a month. If only our ‘walking pneumonia’ economy were just that lucky.
I first described our domestic economy as sufferring from this malady in early 2010 when I wrote U.S. Economy = “Walking Pneumonia”.
Going on 15 months later we continue to languish from a variety of factors that inhibit the flow of economic oxygen critical to a real recovery. While many ‘quacks’ would like to have us believe differently, let’s navigate and listen to those who write the checks which drive the oxygen into our system and propel our economic vitality. How so? (more…)