Future Sight

A Macro view on the economy, markets and business. This is the copyrighted property of Jonathan Rose Company, LLC 2004-2011 it is not in any way associated with Jonathan F.P. Rose or the Jonathan Rose Companies whose website can be found at rose-network.com

Sell, Sell, Sell

jonsyrose | June 10, 2009

Sell on any rally within the next few months, I strongly believe the market will crash again in September or October and test resistance. I expect us to dip below the 52% decline and break the 53% resistance barrier of the great depression. The market rallyed artificially on bank profits, the government cash injections allowed [...]

What happens when the leveraged buyout firms deleverage

jonsyrose | April 11, 2009

The definitive users of leverage over the last 3-5 years have been the private equity funds; Blackstone, Fortress, APAX partners, KKR and the Carlyle Group to name a few. They have raised billions for leveraged buyouts, far beyond the scale of anything ever seen before. They acquired a company they felt has too much fat, [...]

When Will Obama Go To War

jonsyrose | April 6, 2009

 “History does not repeat itself but it does Rhyme” Mark Twain  Barack Hussein Obama and his administration along with the “Great Depression” historian and Federal Reserve Chairman Ben Bernanke are repeating almost every move executed by Franklin Delano Roosevelt during the 1930′s “New Deal.”  This can be seen right down to the wording of their [...]

Key Business Growth Areas

jonsyrose | March 10, 2009

There are several areas of the US and Global economy that should experience significant growth in the next several years making them great investments with strong potential returns. Looking to these areas will pinpoint key technologies and individual companies that should outperform the market and will make great entrepreneurial opportunities. These areas are Energy, Healthcare, [...]

Reflation, you have heard of inflation and deflation, now meet reflation

jonsyrose | December 18, 2008

Reflation is going to occur throughout 2010 and will be the final nail in the coffin of the US economy, it will be caused by massive inflation of 6% per annum after the governments artifical lowering. It will be coupled with huge job losses, the collapse of the US dollar and will signal the beginning [...]

Looking Back – Predictions from 07 – did they materialize

jonsyrose | November 10, 2008

I am reading through some of the older blogs i have on this site, it is interesting reading as we are now a year on and can look at the accuracy of the predictions: Tuesday Sept 11th 2007 Banks:Don’t be surprised to see a bank failure or something close spark the next stock market crash, [...]

Crude and Gas Prices, Global Economic Change

jonsyrose | April 17, 2008

Its funny what travel will do for you, it may even make you cynical. As i travel all over the USA i see a huge fluctuation in the price of gas at the pump…. in many cases in excess of a dollar. Los Angeles always seems to trump at the pumps, even beating Hawaii which [...]

Credit Card Credit Crisis

jonsyrose | November 24, 2007

It is only a few month since I was discussing the impact of credit card and consumer debt on the economy and that everyone saying American Express etc would not be impacted by the sub prime meltdown was crazy. If you aren’t paying your mortgage and are establishing bad credit , why would you pay [...]

Credit Card Credit Crisis

jonsyrose | November 4, 2007

It is only a few month since I was discussing the impact of credit card and consumer debt on the economy and that everyone saying American Express etc would not be impacted by the sub prime meltdown was crazy. If you aren’t paying your mortgage and are establishing bad credit , why would you pay [...]

Feeding The Beast – Countrywide is Hungry For Money Again

jonsyrose | September 12, 2007

It doesn’t seem so long ago that the evils of CFC’s (Chlorofluorocarbons) were being vilified in the press. Today we have a different type of negative connotation to CFC’s (Countrywide Financial Corporation). Blamed for much of financial liquidity crisis and turmoil during August 2007 (they were just being greedily like everyone else, but they got [...]