Michael Kantrowitz of Wolfe Trahan: Economic Models Point to Further Expansion
Inflation is declining; earnings are rising
Jim is pleased to welcome Michael Kantrowitz, Director−Portfolio Strategy & Quantitative Research for Wolfe Trahan in New York. Michael maintains his conviction of further expansion ahead based on declining inflation, early cyclical stocks outperforming, improved money velocity, improvement in ZEW surveys and rising earnings. He also sees gasoline prices as set to decline.
Michael’s expertise includes business-cycle forecasting and its implications for sector, industry and strategy rotation within the investment portfolio. Prior to joining Wolfe Trahan in 2010, Michael spent over three years as a managing director at International Strategy and Investment Group (ISI). During his time at ISI, Michael worked closely with François Trahan in building the Portfolio Strategy and Quantitative Research products. His team has consistently ranked among the best in Institutional Investor magazine’s All America Research poll.