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You have to chuckle at the consensus of financial commentators. The same crowd who confidently and incorrectly predicted rising inflation, rising commodities, falling US Treasury bonds and a falling US dollar are now busily morphing their forecasts on all these … Continue reading →

Davidowitz & Associates Chairman Howard Davidowitz discussed his outlook for Wal-Mart and other North American retailers this morning on Bloomberg. The same Wal-Mart that this morning halved its fiscal year 2016 sales growth forecast to 1 and 2% from the … Continue reading →

Germany’s rejection of the Greek extension plan this morning, is an opportunity for Greece to truly restructure. In order to find a way out of the endless web of debt now entrapping the world, pragmatists must start with a simple … Continue reading →