Stocks
Reasons To Own More Stocks
Looking for reasons to own more stocks? Doug Ramsey has a whole bunch of them.
Did You Have The Right Mix In 2004?
Small Cap Stocks were hands down winners relative to large caps, while just edging out mid caps. This is the fifth consecutive year of small cap superiority.
Equity Performance By Market Cap Tiers
Weighted versus Unweighted S&P 500 comparison, Russell 2000 versus S&P 500 annual comparison and 2003 equity performance by market cap tiers.
Rising Interest Rates Don't Prohibit Rising Stock Prices
This month, we provide historical evidence that stocks can indeed move higher, even when interest rates rise. Six periods since 1955 are proof that it can happen and we expect it to happen again.
2002 Dreams And Nightmares….A Look At What Might Have Been
An examination is made of the previous year’s leaders and laggards to see if success could have been attained by buying last years big winners (or the big losers).
Why We Conclude Equities Are No Longer Overvalued
Explanation of how we use historical valuations to compare to today.
The Billion Share Club
In 1990, only two companies with more than a billion shares outstanding, guess how many now?
Looking At Stock Market Risk and Analyzing Past Bear Markets
A look back at 20 prior bear markets (1900 to date) to examine the question, “Just how long does it take to recover from a bear market?”
1997 Dreams And Nightmares...Minimal Metamorphosis
Each January, this publication has presented a look back at the prior year’s best and worst industry groups and institutional stocks.
Stock/Bond Relationship...It Is Changing
Increasingly, stock and bond markets moving in opposite directions. There may be some reasons why this is happening now.
Early 1997: The Stock Market Looks Higher
December's stock market was a mixed up affair, but this is not unusual for December.
Expecting Stocks Down and Bonds Up? Explain Please
“If you are expecting long bond rates to fall as low as 6% later in 1997, how come you are so afraid of the stock market?” This question, or some variation thereof, is frequently heard from clients these days.
A Message in the Bond Market Madness?
The equity crowd is now having some second thoughts: What is good for bonds may not be good for stocks.
View From the North Country
Should we just own stocks and forget about asset allocation? After all stocks have been the best performing asset class over the last 70 years.
Major Trend Index Still Negative….But July Market Action Improved
Major Trend remains in negative territory but market action (both stocks and bonds) improved in July. Short term, both stocks and bonds may continue to rally.
Stock Market Performance In Perspective
The histograms in the following pages are taken from the January 1993 edition on Benchmarks.
Bullish on Bonds and Bearish on Stocks?
Remember the basics: A slowing economy should bring lower interest rates but it also typically brings declining earnings, not usually a good environment for stocks.
Comparing Common Stock Cash Flow Yields to Bond Yields: The Ratio
Comparing cash flow yields with bond yields we find that stocks are not significantly overvalued compared to bonds. Stocks are not yet comparatively cheap, but they come out much better in this stock/bond comparison than in the dividend yield/bond yield comparisons or in the earnings yield/bond yield comparisons.
Comparing Common Stock Cash Flow Yields to Bond Yields
We thought last month might be the end of this bond/stock comparative series. However, a recent note from a client has prompted us to undertake an additional study comparing common stock cash flow yields with bond yields.
The Historical Relationship of Earnings Yields to Bond Yields
This is the third in a series of studies presenting historical relationships between stock market valuations and bond yields. In this issue, we examine the historical relationship of the bond yield and common stock earnings yield in terms of a ratio.
Perception for the Professional
March 2026 Issue
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