Ativo Capital

Rigorous Thinking


Financial and economic commentary reflecting Ativo’s world view:

How does the stock market do after changes in capital gains tax rates?

Wednesday, November 21, 2012

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  How does the stock market do after changes in capital gains tax rates?

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Quarterly Economic Letter

Wednesday, October 31, 2012

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The more rapid increase in U.S. GDP than the GDPs in most other industrial economies is one of the most intriguing aspects of the global economic developments, especially after the damage to U.S. financial system during and after the 2008 crisis. Unemployment is high in most countries, except Switzerland. Many countries including the United States have large trade deficits, and most of them also have large fiscal deficits. Typically countries with high unemployment and large trade deficits want lower values for their currencies as a way to increase exports and provide more jobs. The member countries of the European…

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