Green Book February 2009
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Featured Articles
Decline Into Deflationary Territory Could Be Short Lived
2008 was a deflationary year for the PPI (–1.2%). 2001 was the last calendar year with deflation (-1.8%), and it was also a recession year.
Expanded Global Groups Coverage: Improving Our Ability To Recognize Global Group Trends
In January we expanded our Global Group universe from 67 to 92 groups. We believe these modifications enhance our ability to identify and track important leadership trends, and allow us to target portfolio exposures with greater accuracy.
Is There Trouble In The Transports?
The new low in the Dow Jones Transports is a bullish portent, but only if the Dow Jones Industrials can hold above their November low.
January Market Action
Uncertainties are running high, and the stock market continues its struggle with a complex array of cross currents.
Market Valuations: What Would Ben Graham Do?
With stock market “fundamentals” seemingly worse than at any time since World War II, we revisit the methods of the founding father of fundamental security analysis.
Playing The Bounce: No Carry Through In January After Strong December
A last look at a dismal year for Playing the Bounce.
Positive Technical Trends
While there is plenty to worry about, some important technical trends still suggest that November 20, 2008 stands a good chance of being the final low of this bear market.
The U.S. Is Leading The Foreign Markets, But For How Long?
· The U.S. is leading the foreign markets, but for how long?
Table of Contents
Stock Market
- January Market Action
- Market Valuations: What Would Ben Graham Do?
- The U.S. Is Leading The Foreign Markets, But For How Long?
- Positive Technical Trends
- Is There Trouble In The Transports?
- Expanded Global Groups Coverage: Improving Our Ability To Recognize Global Group Trends
- Playing The Bounce: No Carry Through In January After Strong December
Of Special Interest
Inflation Watch
Decline Into Deflationary Territory Could Be Short Lived
2008 was a deflationary year for the PPI (–1.2%). 2001 was the last calendar year with deflation (-1.8%), and it was also a recession year.
Expanded Global Groups Coverage: Improving Our Ability To Recognize Global Group Trends
In January we expanded our Global Group universe from 67 to 92 groups. We believe these modifications enhance our ability to identify and track important leadership trends, and allow us to target portfolio exposures with greater accuracy.
Is There Trouble In The Transports?
The new low in the Dow Jones Transports is a bullish portent, but only if the Dow Jones Industrials can hold above their November low.
January Market Action
Uncertainties are running high, and the stock market continues its struggle with a complex array of cross currents.
Market Valuations: What Would Ben Graham Do?
With stock market “fundamentals” seemingly worse than at any time since World War II, we revisit the methods of the founding father of fundamental security analysis.
Playing The Bounce: No Carry Through In January After Strong December
A last look at a dismal year for Playing the Bounce.
Positive Technical Trends
While there is plenty to worry about, some important technical trends still suggest that November 20, 2008 stands a good chance of being the final low of this bear market.
The U.S. Is Leading The Foreign Markets, But For How Long?
· The U.S. is leading the foreign markets, but for how long?
Stock Market
- January Market Action
- Market Valuations: What Would Ben Graham Do?
- The U.S. Is Leading The Foreign Markets, But For How Long?
- Positive Technical Trends
- Is There Trouble In The Transports?
- Expanded Global Groups Coverage: Improving Our Ability To Recognize Global Group Trends
- Playing The Bounce: No Carry Through In January After Strong December
Of Special Interest
Inflation Watch
Perception for the Professional
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