Market Commentary

Our Investment Strategy is comprised of two primary components.  The first of which is a Global, Macroeconomic Outlook (Global/Macro) based on extensive research, fundamental analysis and economic modeling.  The second component is our Market Analytics Program (MAP) which helps us discern which of our Global/Macro themes should be most heavily weighted in our portfolios.  This section of our website deals with our Global/Macro outlook ranging from our long-term perspective (2 - 10 years) to our monthly commentary (1 - 6 months).

  • Global, Macro Economic Outlook (to be updated July 15th, 2009)
  • Market Research (Updated Periodically)
  • Monthly Commentary (Updated within three business days after the beginning of each month)

We will never comment on specific holdings inside of our portfolios in this section or at any place in our website.  If we mistakenly mention a specific security, including mutual funds or ETFs, then it is not a recommendation to buy or sell the security and we will not be liable for any investments made in any security from opinions formed from reading this website.

 

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McCracken & Company (MAC) is a registered as an Investment Adviser with the State of Texas Securities Board. Our firm's registration with the State of Texas Securities Board is not an endorsement for the firm. The information on this world wide website is for general information purposes only. The MAC is not liable for any decision based on the information of this website. All content expressed herein constitute the judgment of the staff of the MAC. The information contained on this website is from sources that we believe to be reliable however we do not guarantee its accuracy or completeness.

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