The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US…
Tag: Francois Trahan
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.…
Is Middle America the Next Big Emerging Market?
Top economist Nancy Lazar and top strategist Francois Trahan, who recently teamed up to form their own macro-focused firm, are finding opportunities in a new ’emerging market’ you might be…
Deflation Could Help Us, Trahan Says
Highly-rated strategist Francois Trahan says that “deflation” is not a dirty word, and that the Federal Reserve could help the economy by allowing deflation to stem commodity price inflation that…
Trahan, Hyman on What to Expect in 2010
In a new interview with WealthTrack’s Consuelo Mack, ISI Group’s Francois Trahan and Ed Hyman — two of the top-rated strategists in their fields — offer their takes on where…
The Next Asset Bubble?
ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are…
The Expanding-Market-Share Fallacy?
When it comes to recessions, particularly bad ones like that which we’re seeing now, the strong survive. Good companies persevere, and pick up market share from their weaker rivals, which…
Stocks Rising, Dollar Falling -- How to Benefit from Both
As stocks have surged over the past two-and-a-half months, the dollar has tumbled. And, according to Francois Trahan and ISI Group’s Portfolio Strategy Group, you can reap the benefits of…
Market Opportunities, but Long U.S. Economic Recovery, Strategists Say
Three top market strategists — Francois Trahan of ISI Group, Dennis Stattman of the Blackrock Global Allocation Fund, and John Dorfman of Thunderstorm Capital — had some encouraging views on…