Green Book June 2010
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Featured Articles
CPI Tame For Now, 2011?
Gently rising CPI inflation at present can be best characterized as normal business cycle inflation.
Estimating The Upside: Yes, We Still See Some
Despite our still (cautiously) bullish outlook, historical P/E levels which once provided support to the stock market are expected to now offer resistance as the market moves higher.
Four New Equity Group Purchases—Highlights of Quantitative and Qualitative Strengths
Substantial turnover in Select Industries Portfolio created room for several new industry group positions to be established.
Here We Go Again?
Doug Ramsey looks at the history of “severe” market corrections (declines of 12% to 18%), and contrasts that with true bear markets.
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.
Sunshine Ahead: Optimistic On Solar Sector
Here Comes The Sun! Read about Dave Kurzman’s outlook for the solar energy industry.
The Sector Effect vs. The Country Effect: A Region by Region Look
We examine the relative importance of country effect vs. sector effect within four regions: Europe, Eastern Europe/Middle East/Africa, Asia Pacific ex-Japan ex-China, and Americas ex-U.S.
Table of Contents
Stock Market
- Here We Go Again?
- Estimating The Upside: Yes, We Still See Some
- Sunshine Ahead: Optimistic On Solar Sector
- The Sector Effect vs. The Country Effect: A Region by Region Look
Of Special Interest
Macro Monitor
Inflation Watch
CPI Tame For Now, 2011?
Gently rising CPI inflation at present can be best characterized as normal business cycle inflation.
Estimating The Upside: Yes, We Still See Some
Despite our still (cautiously) bullish outlook, historical P/E levels which once provided support to the stock market are expected to now offer resistance as the market moves higher.
Four New Equity Group Purchases—Highlights of Quantitative and Qualitative Strengths
Substantial turnover in Select Industries Portfolio created room for several new industry group positions to be established.
Here We Go Again?
Doug Ramsey looks at the history of “severe” market corrections (declines of 12% to 18%), and contrasts that with true bear markets.
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.
Sunshine Ahead: Optimistic On Solar Sector
Here Comes The Sun! Read about Dave Kurzman’s outlook for the solar energy industry.
The Sector Effect vs. The Country Effect: A Region by Region Look
We examine the relative importance of country effect vs. sector effect within four regions: Europe, Eastern Europe/Middle East/Africa, Asia Pacific ex-Japan ex-China, and Americas ex-U.S.
Stock Market
- Here We Go Again?
- Estimating The Upside: Yes, We Still See Some
- Sunshine Ahead: Optimistic On Solar Sector
- The Sector Effect vs. The Country Effect: A Region by Region Look
Of Special Interest
Macro Monitor
Inflation Watch
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
