Pragmatic Capitalism

Practical Views on Money, Finance & Life


Dominic Konstam, an analyst at Deutsche Bank & Tobias Levkovich, chief U.S. equity strategist at Citigroup discuss the outlook for the US economy. Konstam is bearish about the economy and believes the end of QE2 could be bullish for bonds. He is particularly worried about the decline in government spending. Levkovich, on the other hand, believes the US economy is hitting a temporary air pocket and that equities are likely to recover after a minor dip.

The Bear:

The Bull:

Source: Bloomberg

Cullen Roche

Cullen Roche

Mr. Roche is the Founder of Orcam Financial Group, LLC.Orcam is a financial services firm offering asset management, private advisory, institutional consulting and educational services.He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance and Understanding the Modern Monetary System.
Cullen Roche

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