Inside The Stock Market ...trends, cross-currents, and outlook
View From The North Country
Carnage and suffering in wake of Hurricane Katrina is tragic and almost unbelievable. However, investment implications may not be as negative as many are portraying.
Heads Up....It's Almost Time To "Play The Bounce"
Buy early and avoid the December rush. 2005 stock market could be shaping up as a good year for buying the big losers, as the institutional tax selling deadline approaches (October 31st).
August Market Action
Considering the menace of record high oil prices and the devastation caused by Katrina— two topics which dominated the national headlines in August— stocks held up relatively well.
Mutual Fund Flow…..July Flows Remained Light
Despite evidence to the contrary, many continue to think that investment in exchange traded funds is commanding the lion’s share of new money flow going into all equity funds.
View From The North Country
In my opinion, the U.S. stock market is entering the terminal phase of the current cyclical bull market, based on our historical studies of typical cyclical bull market duration and magnitude. To a lesser degree the same can be said for the economic expansion.
Third Year Of Bull Market...Assessing The Current Cycle From A Historical Perspective
A comparison of the performance of the current stock market recovery to the monthly performance averages of past recoveries (1900 to date).
July Market Action
Strong July stock market could continue into the dog days of August.
The Consumer: Still Chugging Along
Consumer spending may have finally peaked in this cycle, but a consumer collapse is far from imminent. Consumers can be expected to remain supportive of economic growth.
The Latest On Capex...Growth Appears Likely To Continue
Real growth in capital spending remained at an above-median rate in Q2, and it now looks like it might hold at or near these levels if an inventory rebuilding scenario plays out during the rest of the year.
Sustainable Tech Rally?
Sustainable Tech rally or nothing more than playing catch-up?
Third Year Of Bull Market...Assessing The Current Cycle From Several Perspectives
A comparison of the performance of the current stock market recovery to the monthly performance averages of past recoveries (1900 to date and post-WWII era).
Stock Market Performance After Fed Rate Hikes
Stock market performance over a variety of time frames after the rate hikes.
View From The North Country
A recap of the year so far, and our outlook for the second half of 2005.
Half Time Equity Group Review– Checking In On The Year’s Leaders And Laggards
Half Time Report: What’s “Hot” and what’s “Not”. Group leaders and laggards for YTD, Q2 and June market action.
Further Upside In Integrated Oil?: Analysts’ EPS Estimates Still Appear Too Conservative
Revised forecasts again appear to be too conservative given prevailing spot and futures prices.
Energy Sector Profits Have Never Been Better (1957 To Date)
After painstakingly reconstructing energy sector stock components back into the 1950s and obtaining sales and earnings data also back to the 1950s, we were able to produce a long term study of profit margins in the oil patch.
Examining Oil Prices Vs. The S&P 500
A chronological chart of the relationship between oil and stock prices.
Third Year Of Bull Market...Very Late In Cycle, But Still Potential Upside
Stock market now it is third year. Based on the average performance, this may be getting long in the tooth.
Everybody Seems To Be Asking About REITs
Andy Engel’s current take on the REIT sector. Discussed from both a quantitative and qualitative perspective. Should you be buying or selling REITs?
View From The North Country
A special Kate Welling interview with Steve Leuthold. Discussion runs the gambit from Leuthold’s current outlook for the stock/bond markets, to groups he favors, to liquidity concerns, and hedge funds.
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