Green Book April 2010
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Featured Articles
Another Market Milestone
It is sobering to consider that an historic, 13-month market stampede (one now exceeding 75%) has done nothing more than restore the market to levels first seen twelve years ago.
Bull Market Milestones: How the Current Bull Stacks Up to Past Cycles
This month’s “Of Special Interest” examines the characteristics of past bull market recoveries. Using a variety of historical comparisons, the current recovery is put into some perspective. The majority of these comparisons seem to indicate the current recovery still has a ways to go.
Interest Rate Moves And Stock Prices… Another Look
At times it is indeed possible to have interest rates rise and stocks also move higher, and it is also possible to have rates decline and stocks fall.
Longer Term Concerns About U.S. Debt And Deficit
A mountain of new debt, a balloon of short term borrowing due near term, and the likelihood of higher interest rates are big hurdles. Moody’s says U.S. debt could test its AAA rating.
Mild CPI Inflation Expected In 2010
The greatest danger in late 2010 and 2011 is monetary debasement inflation, not demand based inflation.
Plugging In To A “Tech...Big Ten” Position
Select Industries Equity portfolio is taking a nearly 10% position in Tech...Big Ten (the ten biggest tech stocks). This is the only group from the Tech sector now rated Attractive according to the GS Scores.
The Higher Payout The Better: A Global Perspective on Dividends and Buybacks
This month Chung Wang examines historical performance of companies that increase or initiate dividends, as well as companies that are buying back stock. These stocks tend to significantly outperform.
Using A Few Bear Arguments To Make A Bullish Case
Doug Ramsey utilizes several bear market arguments to build a bullish case. Rising Interest Rates, Overbought Market, Low Volatility, and Low Trading Volumes, can all be looked upon in a BULLISH light.
Table of Contents
Stock Market
- Another Market Milestone
- Using A Few Bear Arguments To Make A Bullish Case
- The Higher Payout The Better: A Global Perspective on Dividends and Buybacks
- Interest Rate Moves And Stock Prices… Another Look
Of Special Interest
Macro Monitor
Equity Strategies
Inflation Watch
Another Market Milestone
It is sobering to consider that an historic, 13-month market stampede (one now exceeding 75%) has done nothing more than restore the market to levels first seen twelve years ago.
Bull Market Milestones: How the Current Bull Stacks Up to Past Cycles
This month’s “Of Special Interest” examines the characteristics of past bull market recoveries. Using a variety of historical comparisons, the current recovery is put into some perspective. The majority of these comparisons seem to indicate the current recovery still has a ways to go.
Interest Rate Moves And Stock Prices… Another Look
At times it is indeed possible to have interest rates rise and stocks also move higher, and it is also possible to have rates decline and stocks fall.
Longer Term Concerns About U.S. Debt And Deficit
A mountain of new debt, a balloon of short term borrowing due near term, and the likelihood of higher interest rates are big hurdles. Moody’s says U.S. debt could test its AAA rating.
Mild CPI Inflation Expected In 2010
The greatest danger in late 2010 and 2011 is monetary debasement inflation, not demand based inflation.
Plugging In To A “Tech...Big Ten” Position
Select Industries Equity portfolio is taking a nearly 10% position in Tech...Big Ten (the ten biggest tech stocks). This is the only group from the Tech sector now rated Attractive according to the GS Scores.
The Higher Payout The Better: A Global Perspective on Dividends and Buybacks
This month Chung Wang examines historical performance of companies that increase or initiate dividends, as well as companies that are buying back stock. These stocks tend to significantly outperform.
Using A Few Bear Arguments To Make A Bullish Case
Doug Ramsey utilizes several bear market arguments to build a bullish case. Rising Interest Rates, Overbought Market, Low Volatility, and Low Trading Volumes, can all be looked upon in a BULLISH light.
Stock Market
- Another Market Milestone
- Using A Few Bear Arguments To Make A Bullish Case
- The Higher Payout The Better: A Global Perspective on Dividends and Buybacks
- Interest Rate Moves And Stock Prices… Another Look
Of Special Interest
Macro Monitor
Equity Strategies
Inflation Watch
Perception for the Professional
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