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April 23, 2002
April 2002 Presentation Package (352K) Presentation package used for speech at Grant’s Spring Investment Conference in New York City, April 23, 2002.
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Sample Our Reports, Presentations, & Market Insights
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April 2, 2002
U.S. Treasury’s International Capital Statistics Update Tables updated through January 31, 2002 with data released March 28, 2002. Comments on U.S. Treasury Notes and Bonds, U.S Government Agency Securities, U. S. Corporate Bonds, U.S. Equities...
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March 14, 2002
The Economic Cycle – Why it Might be Shorter than You Think Audio Slowly but surely, economic numbers are being released which suggest the current recession has either ended or is coming to an end. Which indicators will be useful in determining...
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February 20, 2002
Inflation Watch Update The favorable inflation numbers appear to be a function of falling energy prices. Take out energy prices and the inflation picture is not nearly as favorable.
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December 17, 2001
Inflation Watch Update The attached tables update inflation rates through November 2001.
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December 4, 2001
The Enron/Argentinean Crises Audio Now that Enron has filed for the largest corporate bankruptcy ever and the Argentina crisis is widening, how will the financial markets react?
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November 30, 2001
November 2001 Presentation Package (357K) Presentation package used in a conference call.
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October 25, 2001
Special Total Return Review Tables showing the performance of many different indices, commodities and currencies since September 11. Also highlighted is the performance of the stock market and how it is consistent with an impending economic recovery.
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October 24, 2001
Does the “October Bottom” Theory Work? 2001 Update We examined the three most commonly followed stock market averages to see what each does after a decline of at least 10% from a September closing high to an October closing low. We show...
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September 27, 2001
The Kobe Earthquake and The World Trade Center Attack (Will GDP Soar In the Coming Year?) Do not be surprised if real GDP defies forecasts of turning lower in the wake of this month’s events.
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September 18, 2001
History Suggests Consumer Confidence Could Rise! The history of crisis shows that the public rallies around the President, his approval rating rises and so does consumer confidence.
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September 14, 2001
Historical Perspective: The 1920 Wall Street Terrorist Attack and the “Red Scare” On September 16, 1920 a horse-drawn wagon was parked in front of the offices of J.P. Morgan – directly across the street from the New York Stock...