Green Book July 2007
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Featured Articles
Corporate Share Repurchases Now At Record Levels...Five Reasons Why They Are Expected To Slow
Share repurchases have been a major driver in the extension of the bull market, but this month’s “Of Special Interest” outlines several factors which are likely to contribute to a deceleration in corporate repurchase activity over the next several quarters.
2007 OUTLOOK: CPI Accelerating In Q4, Economy Creeping Along, But Expect Recession In 2008?
Expect economic expansion to pick up a bit after weak first quarter, but a 2008 recession is a possibility.
2008 Recession Watch
What little discussion of a possible U.S. recession there had been in the first half of the year has dried up with an apparent pick up in the economy. “Inside The Stock Market” this month presents a 2008 Recession Watch, identifying some indicators which may prove useful in assessing the possibly of a coming recession.
Inflation Acceleration Expected In Second Half 2007
Despite what the media babbles, inflation trends are not slowing.
Is Your Portfolio "De-Worsified"?
This global bull market in stocks has been unusual in that it’s been accompanied by bull markets in things that often exhibit little correlation or even negative correlation to equities.
June Market Action
At a time when the public remains largely sidelined, corporations, private equity, and professional investors continue to take the U.S. stock market averages higher.
Mutual Fund Flow…..Public Continues To Exit U.S. Equity Funds In Q2
Performance chasing Main Street investors have been channeling their assets elsewhere, despite the respectable returns to be found within their own domestic equity market.
New S&P 500 Highs? It Depends On What's In Your Wallet...
Yes, the S&P 500 is near all time highs, but what if the index was denominated in other currencies? Denominated in euros, the S&P 500 is still 30% below its March 2000 high.
Tech Awakening?
Info Tech turned in strong performance in a weak month for the market. Our work on Tech groups is improving and we are seeing some encouraging signs. Still not enough to turn us bullish– yet.
View From The North Country
2007 half time report. Revisiting our original 2007 projections with some current modifications. Outlook for stock market, interest rates, inflation, profits, economy, the deficits, the U.S. dollar and gold.
Table of Contents
Stock Market
- View From The North Country
- June Market Action
- 2008 Recession Watch
- New S&P 500 Highs? It Depends On What's In Your Wallet...
- Is Your Portfolio "De-Worsified"?
- Mutual Fund Flow…..Public Continues To Exit U.S. Equity Funds In Q2
Of Special Interest
Macro Monitor
Equity Strategies
Inflation Watch
Corporate Share Repurchases Now At Record Levels...Five Reasons Why They Are Expected To Slow
Share repurchases have been a major driver in the extension of the bull market, but this month’s “Of Special Interest” outlines several factors which are likely to contribute to a deceleration in corporate repurchase activity over the next several quarters.
2007 OUTLOOK: CPI Accelerating In Q4, Economy Creeping Along, But Expect Recession In 2008?
Expect economic expansion to pick up a bit after weak first quarter, but a 2008 recession is a possibility.
2008 Recession Watch
What little discussion of a possible U.S. recession there had been in the first half of the year has dried up with an apparent pick up in the economy. “Inside The Stock Market” this month presents a 2008 Recession Watch, identifying some indicators which may prove useful in assessing the possibly of a coming recession.
Inflation Acceleration Expected In Second Half 2007
Despite what the media babbles, inflation trends are not slowing.
Is Your Portfolio "De-Worsified"?
This global bull market in stocks has been unusual in that it’s been accompanied by bull markets in things that often exhibit little correlation or even negative correlation to equities.
June Market Action
At a time when the public remains largely sidelined, corporations, private equity, and professional investors continue to take the U.S. stock market averages higher.
Mutual Fund Flow…..Public Continues To Exit U.S. Equity Funds In Q2
Performance chasing Main Street investors have been channeling their assets elsewhere, despite the respectable returns to be found within their own domestic equity market.
New S&P 500 Highs? It Depends On What's In Your Wallet...
Yes, the S&P 500 is near all time highs, but what if the index was denominated in other currencies? Denominated in euros, the S&P 500 is still 30% below its March 2000 high.
Tech Awakening?
Info Tech turned in strong performance in a weak month for the market. Our work on Tech groups is improving and we are seeing some encouraging signs. Still not enough to turn us bullish– yet.
View From The North Country
2007 half time report. Revisiting our original 2007 projections with some current modifications. Outlook for stock market, interest rates, inflation, profits, economy, the deficits, the U.S. dollar and gold.
Stock Market
- View From The North Country
- June Market Action
- 2008 Recession Watch
- New S&P 500 Highs? It Depends On What's In Your Wallet...
- Is Your Portfolio "De-Worsified"?
- Mutual Fund Flow…..Public Continues To Exit U.S. Equity Funds In Q2
Of Special Interest
Macro Monitor
Equity Strategies
Inflation Watch
Perception for the Professional
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