Randy Alsman, Senior Portfolio Manager and Strategist, discusses the wide variance of economic viewpoints in the current market place and some reasons why they exist.
Posted Question: How can the opinions of so many bright people be so far apart? Where is reality? Who do you listen to other than yourself?
People/Groups we listen to:
Ed Yardeni - http://www.yardeni.com/
Bank Credit Analyst - http://www.bcaresearch.com/
Standard and Poors - http://www.standardandpoors.com/
Value-Line - http://www.valueline.com/
Morningstar - http://www.morningstar.com/
Briefing.com - http://www.briefing.com/
Bloomberg Professional - various strategists and economists
Wall Street Professional
Argus Research - http://www.argusresearch.com/
We also have access to many investment research resources through our relationship with TD Ameritrade.
See all the DCM portfolio managers' bios on our website http://www.donaldsoncapitalmanagement.com/content/our-staff
