Prior Client Letters
Front Barnett Associates' client letters are in Adobe's PDF format. To view them, you will need Adobe's Acrobat Reader. Click the Acrobat Reader icon below to download the viewer.
December 2006 The Economic Outlook - - Soft Landing at Hand October 2006 The Economic Outlook - - Soft Landing Ahead August 2006 Talking Points - - Summer 2006 Update July 2006 The Economic Outlook - - Slower Growth Ahead
(click here for graph)May 2006 University of Chicago GSB 54th Annual Management Conference - 2006
(click here for cover letter )March 2006 The Economic Outlook - - Mid-Cycle Slowdown Ahead
(click here for graph)January 2006 The Economic Update - - Winter 2006
(click here for cover letter )December 2005 The Economic Outlook - - Momentum Regained
(click here for graph)September 2005 The Economic Update - - Fall 2005
June 2005 The Economic Outlook - - Mixed Signals
(click here for graphs)April 2005 University of Chicago GSB 53rd Annual Management Conference - 2005 March 2005 The Economic Update - - Business Drives Expansion January 2005 The Economic Outlook - - Corporate Investment Leads (click here for graph) November 2004 The Economic Outlook - - Beyond The "Soft Patch" (click here for graph) September 2004 The Economic Outlook - - Gaining Traction or Stagflation? (click here for graph) July 2004 The Economic Outlook - - Downshifting to Sustainable Growth (click here for graph) May 2004 Presentation at the 52nd Annual University of Chicago GSB Management Conference
(click here for outline of Marshall Front's remarks)April 2004 The Economic Outlook
(click here for model)February 2004 The Economic Outlook - - Firing On All Cylinders January 2004 The Economic Outlook - - A Virtuous Cycle
(click here for model)November 2003 Economic Update - - Momentum Is Building
October 2003 The Economic Outlook - - Job Growth Begins
August 2003 The Economic Outlook - - Growing Confidence
(click here for model)June 2003 The Economic Outlook
(click for earnings yield, click for asset class chart)March 2003 2003 Economic and Market Update
(click here for earnings chart, click here for Exhibit B)December 2002 The Economic Outlook - - Confidence Is The Key
(click here for model, click here for asset class chart)October 2002 The Economic Outlook (click here for earnings yield) August 2002 The Outlook: No Double Dip - - Tilting Toward Growth July 2002 The Economic Outlook
(click here for model, click here for asset class chart)May 2002 University Of Chicago GSB Mid-Year Economic Forecasting Conference - 2002
(click here for model, click here for asset class chart )May 2002 Economic Model Update (click here for model) April 2002 The Economic Outlook - - Gaining Traction
(click here for model)March 2002 Economic Model Update (click here for model) February 2002 The Economic Outlook - - Recovery At Hand January 2002 Economic Model Update (click here for model) January 2002 Notes On The Outlook in Early January, 2002 December 2001 The Economic Outlook - - Calling The Turnaround October 2001 The Economic Outlook September 2001 Comments On Terrorist Attacks August 2001 The Economic Outlook - - Straws In The Wind June 2001 Mid-Year Economic Update - - Business Recovery Ahead May 2001 University Of Chicago GSB Mid-Year Economic Forecasting Conference - 2001 March 2001 The Economic Outlook - - Stay The Course January 2001 The Economic Outlook - - Skirting Recession December 2000 The Economic Outlook - - Fed Easing Ahead September 2000 The Economic Outlook - - The Fed is Done August 2000 The Business Outlook: Slowing Consumer Spending May 2000 Economic Outlook - - Soft Landing Ahead March 2000 Economic Outlook: "Old-Economy vs. New Economy": Remember The Fundamentals January 2000 2000 Update January 2000 2000 Investment Comment December 1999 The Economic Outlook: Strong Momentum Heading Into 2000: Remember The Fundamentals October 1999 Economic Update: Fall Market Jitters September 1999 The Economic Outlook: Fed Hawks and Doves June 1999 The Economy at Mid-Year: Interest Rates and the Financial Markets May 1999 Economic Outlook: The Accommodative Fed March 1999 Investment Policy: More on Growth vs. Value January 1999 Investing Toward the Millennium and Beyond January 1999 Inflation, Lessons from History, The Euro and Growth vs. Value December 1998 The Economic Outlook September 1998 Business Outlook--Lower Rates and a Soft Landing Ahead July 1998 The Economy at Mid-Year June 1998 The Justice Department vs. The Bull Market? May 1998 Economic Outlook--The Wealth Effect March 1998 The Economic Outlook--No Recession in Sight January 1998 The Outlook for 1998 November 1997 Asean Flu September 1997 The Economic Outlook-- Solid Growth Ahead June 1997 The Economic Outlook--Big Picture Remains Favorable April 1997 The Business Outlook--Eyeing the Big Picture February 1997 Portfolio Strategy--Stay the Course January 1997 The Economy and Financial Markets: Irrational Exuberance? November 1996 Current Investment Strategy--Stay the Course October 1996 Economic Expansion Continues: No End Yet In Sight September 1996 Business Outlook: Corporate Profits Growth Will Slow August 1996 Financial Market Update--Favorable Outlook Continues July 1996 The Mid-Year Outlook: Slower Growth Ahead May 1996 Financial Market Update April 1996 Economic Outlook: U.S. Growth Picking Up February 1996 The Economy: Flirting With Recession December 1995 The Business Outlook: Continued Sluggish Growth Through Mid 1996 November 1995 The Economic Outlook September 1995 Implications of a Stronger Dollar August 1995 Comments on Portfolio Strategy May 1995 U.S. Stock Market Comments
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