Untitled
August 31, 2001
Demographics and Investing Are the positive demographic trends ending for the U.S. equity markets?
Our Research
Sample Our Reports, Presentations, & Market Insights
Untitled
July 31, 2001
View From The North Country We filled in as guest editor for Steve Leuthold in the July 2001 Perception For The Professional.
Untitled
June 18, 2001
Inflation Watch Update The attached tables update inflation rates through May 2001.
Untitled
June 5, 2001
Seasonal Pattern Update Treasuries should do well, spreads should widen and stocks should falter.
Untitled
April 6, 2001
The Bear Market: Part 3 – Maybe Fed Policy Is Affecting Stocks After All An easy Fed policy is working in the favor of the S&P 500 ex-technology sector. This should prevent them from going into a bear market, which is good news for the...
Untitled
April 5, 2001
The Bear Market: Part 2 – A Look At The Reverse Wealth Effect It is not as bad as most believe.
Untitled
April 4, 2001
The Bear Market: Part 1 – A Look At The Decline This bear market in stocks has been so highly concentrated that nearly all the decline can be attributed to one sector – technology.
Untitled
March 1, 2001
Here Comes The Convexity Trade Again! Are falling mortgage rates creating a buying frenzy in bonds?
Untitled
January 29, 2001
The Convexity Trade – Why You Should Care Thanks to Fannie Mae and Freddie Mac, the “convexity trade” is becoming a dominate force in the bond market.
Untitled
December 20, 2000
Is the NASDAQ in 2000 following the Nikkei 1990 path? The recent actions of the NASDAQ and U.S. Treasury yields in the U.S., and their similarity to the Nikkei and JGB yields in Japan during 1989-1990.
Untitled
November 7, 2000
“Economics” versus “Events” in the Bond Market Part 2: Events – When Does The “Reverse Wealth Effect” Kick In? The bond market’s big “hope” has been that a “reverse wealth...
Untitled
November 1, 2000
Grant’s Conference Presentation Package (373K) Presentation package used in New York on November 1, 2000.