Our approach does not require a forecast
Hopkinton, NH (PRWEB) February 7, 2009
John M. Moffatt, president and CEO of Analytic Systems Corp., was recently interviewed in the December 15, 2008 issue of The Wall Street Transcript, TWST.com, a paid subscription publication that helps readers make better investment decisions based on interviews with Wall Street professionals and corporate leaders. Moffatt's organization, Analytic Systems Corp., is best known for using macroeconomics to anticipate earning surprises and provide guidance on sectors. His team uses facts rather than forecasts to foretell economic conditions and provide guidance on sectors and industry groups.
"Our approach does not require a forecast," says Moffatt. "There is a pipeline effect in which abnormal changes in economic factors affect the subsequent relative return of stocks and industry groups."
In The Wall Street Transcript interview, Moffatt also reveals his insight to the current economic situation, including his assessment of the unsettled economy, when it might recover and what investors should do now. Moffatt was able to foresee the October 1987 "Black Swan" stock market crash and advised clients to get in the market in December 1987. More recently, in October 2007 an article entitled "Black Swan or Black Hole?" was sent to clients warning of turbulence in 2008. Analytic Systems Corp.'s advantage depends in part on knowing which industries benefit from current macroeconomic trends. "It is a lot easier to be a good stock picker if you're looking in the right sectors," admits Moffatt.
Prior to establishing the firm in 1982, Moffatt was an analyst with Citicorp, Arnhold and S. Bleichroeder and Blyth Eastman Dillon. At Bleichroeder, he worked with George Soros on the forerunner of the highly successful Quantum hedge fund. For over 25 years, Moffatt has provided professional advice on sectors to some of the leading portfolio managers in the United States. Moffatt graduated from the University of Texas at Austin and has a Master of
Science degree from New York University.
About Analytic Systems Corporation:
Analytic Systems Corp., ASC-Sector, has a strong track record in identifying industry group leadership in all markets over the firm's 25-year history.