Report Detail Summary

Around the World in 90 Days: Part I

March 18, 2014

One issue for debate among the different economists and pundits is what the impact of the “new stimulus program” embedded in the budget will be? Reviewing the different arguments reveals how the assumptions made will lead to different estimates of the effects. Yet, on a forward-looking basis, one must determine which of the estimates will provide the better forecast.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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