Sample Our Reports, Presentations, & Market Insights
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...
Demographics and Investing Are the positive demographic trends ending for the U.S. equity markets?
View From The North Country We filled in as guest editor for Steve Leuthold in the July 2001 Perception For The Professional.
Inflation Watch Update The attached tables update inflation rates through May 2001.
Seasonal Pattern Update Treasuries should do well, spreads should widen and stocks should falter.
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...
The Bear Market: Part 2 – A Look At The Reverse Wealth Effect It is not as bad as most believe.
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.
Here Comes The Convexity Trade Again! Are falling mortgage rates creating a buying frenzy in bonds?
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.
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.
“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...