Green Book March 2006
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Featured Articles
Capex Beneficiaries: Where Is The Big Spending….And Which Industries Stand To Gain?
Capex spending on the rise. Eric Bjorgen segments the spending areas and theorizes about which groups will be the most significant beneficiaries of spending. Great idea generator for those looking for ways to play the rising capex spending.
Cyclical Stock Dominance — How Long Can It Persist?
An in-depth examination of performance relative to Growth stocks; what has been typical in terms of leadership duration; and how the economy and inflation may affect the current trend.
Earnings Momentum Excluding Energy: Energy’s Boost To Become A Drag?
Energy sector earnings growth has helped keep overall S&P earnings advancing at a relatively strong rate. Growth would be about 9% to 10% below reported growth if Energy stocks were excluded.
Economic Outlook
It may be difficult for the economy to prolong its expansion, with the auto and housing sectors weakening and consumer spending a big question mark.
February Market Action
For the month of February, the majority of broad stock market indexes ended roughly where they began.
Inflation Watch
The major inflation concern is to what degree significantly higher energy costs will be passed through, even if energy prices stabilize or decline.
Insider Selling/Buying In The Financial Sector…..Lots Of Selling At Present
An examination of Financial groups with respect to insider selling/buying. At the extremes, this tool (which is employed in our GS Scores) works pretty well.
Mutual Fund Flow…..Foreign Equity Funds Still Drawing Record Cash
To us, the infatuation with foreign funds is looking pretty frothy and certainly raises a contrarian red flag.
View From The North Country
The persistent rise in short term rates could have a big impact on the consumer. The rising prime rate has boosted debt service costs substantially, and “Financial Death Traps” may be on the horizon.
Table of Contents
Stock Market
- View From The North Country
- February Market Action
- What Does An Inverted Yield Curve Imply For The Financials?
- Insider Selling/Buying In The Financial Sector…..Lots Of Selling At Present
- Capex Beneficiaries: Where Is The Big Spending….And Which Industries Stand To Gain?
- Earnings Momentum Excluding Energy: Energy’s Boost To Become A Drag?
- Mutual Fund Flow…..Foreign Equity Funds Still Drawing Record Cash
Of Special Interest
Macro Monitor
Inflation Watch
Capex Beneficiaries: Where Is The Big Spending….And Which Industries Stand To Gain?
Capex spending on the rise. Eric Bjorgen segments the spending areas and theorizes about which groups will be the most significant beneficiaries of spending. Great idea generator for those looking for ways to play the rising capex spending.
Cyclical Stock Dominance — How Long Can It Persist?
An in-depth examination of performance relative to Growth stocks; what has been typical in terms of leadership duration; and how the economy and inflation may affect the current trend.
Earnings Momentum Excluding Energy: Energy’s Boost To Become A Drag?
Energy sector earnings growth has helped keep overall S&P earnings advancing at a relatively strong rate. Growth would be about 9% to 10% below reported growth if Energy stocks were excluded.
Economic Outlook
It may be difficult for the economy to prolong its expansion, with the auto and housing sectors weakening and consumer spending a big question mark.
February Market Action
For the month of February, the majority of broad stock market indexes ended roughly where they began.
Inflation Watch
The major inflation concern is to what degree significantly higher energy costs will be passed through, even if energy prices stabilize or decline.
Insider Selling/Buying In The Financial Sector…..Lots Of Selling At Present
An examination of Financial groups with respect to insider selling/buying. At the extremes, this tool (which is employed in our GS Scores) works pretty well.
Mutual Fund Flow…..Foreign Equity Funds Still Drawing Record Cash
To us, the infatuation with foreign funds is looking pretty frothy and certainly raises a contrarian red flag.
View From The North Country
The persistent rise in short term rates could have a big impact on the consumer. The rising prime rate has boosted debt service costs substantially, and “Financial Death Traps” may be on the horizon.
Stock Market
- View From The North Country
- February Market Action
- What Does An Inverted Yield Curve Imply For The Financials?
- Insider Selling/Buying In The Financial Sector…..Lots Of Selling At Present
- Capex Beneficiaries: Where Is The Big Spending….And Which Industries Stand To Gain?
- Earnings Momentum Excluding Energy: Energy’s Boost To Become A Drag?
- Mutual Fund Flow…..Foreign Equity Funds Still Drawing Record Cash
Of Special Interest
Macro Monitor
Inflation Watch
Perception for the Professional
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Sector Navigator
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