Green Book April 2008
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Featured Articles
All Was Not Lost In Stocks' Lost Decade
There’s much more to “the market” than the S&P 500.
Bottom Fishing The Regional Banks
GS Scores in April put Regional Banks in Attractive zone for the first time since October 2006. Valuations show the Regional Banks to be relatively cheap, and Insiders are buying.
Consumer Goods Stocks Versus Commodity Stocks: Identifying Long-Term Leadership
Are we asking the wrong question about Consumer Stocks versus Staples? This month’s “Of Special Interest” looks at the relationship between all Consumer groups (both Discretionary and Staples) compared to Commodity related groups.
Current Stock Market Strategy
Market has so far performed pretty much as expected. Major Trend still Negative, but recent improvement is surprising. Bear market could be winding down.
Deficit Watch...Outlook Worsening
The U.S. economy is slowing and probably fell into recession in Q4 2007
Employment Data Continues To Deteriorate
At the risk of beating the “we’re in a recession” theme into the ground, we thought some analysis of the hot-off-the-presses March employment data would be worthwhile.
Fed Should Be Watching Food And Energy, Not “Core” Inflation
There is a strong linkage between higher Food and Energy costs and Core CPI.
Inflation Understated Not Overstated
We believe that the CPI understates, not overstates inflation.
March Market Action
The moderate index level price moves from February month-end to March month-end didn’t give any indication of the wild swings that occurred during the days in between.
Trying To Make Sense Of Earnings
Jim Floyd tries to makes sense of earnings in the current recessionary environment.
What A Difference The Currency Makes
A look at gold priced in dollars versus euros.
Table of Contents
Stock Market
- Current Stock Market Strategy
- What A Difference The Currency Makes
- March Market Action
- All Was Not Lost In Stocks' Lost Decade
- Attitudinal Scores Among Highest Ever Recorded
- Trying To Make Sense Of Earnings
- Employment Data Continues To Deteriorate
Of Special Interest
Macro Monitor
Equity Strategies
Inflation Watch
All Was Not Lost In Stocks' Lost Decade
There’s much more to “the market” than the S&P 500.
Bottom Fishing The Regional Banks
GS Scores in April put Regional Banks in Attractive zone for the first time since October 2006. Valuations show the Regional Banks to be relatively cheap, and Insiders are buying.
Consumer Goods Stocks Versus Commodity Stocks: Identifying Long-Term Leadership
Are we asking the wrong question about Consumer Stocks versus Staples? This month’s “Of Special Interest” looks at the relationship between all Consumer groups (both Discretionary and Staples) compared to Commodity related groups.
Current Stock Market Strategy
Market has so far performed pretty much as expected. Major Trend still Negative, but recent improvement is surprising. Bear market could be winding down.
Deficit Watch...Outlook Worsening
The U.S. economy is slowing and probably fell into recession in Q4 2007
Employment Data Continues To Deteriorate
At the risk of beating the “we’re in a recession” theme into the ground, we thought some analysis of the hot-off-the-presses March employment data would be worthwhile.
Fed Should Be Watching Food And Energy, Not “Core” Inflation
There is a strong linkage between higher Food and Energy costs and Core CPI.
Inflation Understated Not Overstated
We believe that the CPI understates, not overstates inflation.
March Market Action
The moderate index level price moves from February month-end to March month-end didn’t give any indication of the wild swings that occurred during the days in between.
Trying To Make Sense Of Earnings
Jim Floyd tries to makes sense of earnings in the current recessionary environment.
What A Difference The Currency Makes
A look at gold priced in dollars versus euros.
Stock Market
- Current Stock Market Strategy
- What A Difference The Currency Makes
- March Market Action
- All Was Not Lost In Stocks' Lost Decade
- Attitudinal Scores Among Highest Ever Recorded
- Trying To Make Sense Of Earnings
- Employment Data Continues To Deteriorate
Of Special Interest
Macro Monitor
Equity Strategies
Inflation Watch
Perception for the Professional
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Sector Navigator
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