Green Book September 2010
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Featured Articles
A Mid-Term Exam: What The Upcoming Elections Could Mean For The Stock Market
Prompted by a client request, Eric Bjorgen examines the impact of mid-term elections on the stock market.
Are We In A Bond Bubble?
Bond bubble continues to inflate, much like money pouring into tech stocks at the height of the internet bubble.
Go Back To Basics During An Economic Slowdown: Value & Quality
Given the discussion during August of a weakening economy and a potential double dip, Chun Wang looks at which of our quantitative factors do best during a slowdown.
Major Trend More Bearish As Market Enters Historically Weakest Month
August turned out to be a very volatile month, not the “doldrums” that many investors would have wanted to see during this traditional summer vacation month. Budding optimism that had developed in investors back in April has now apparently been completely washed out by the poor August performance.
Market Correlation And Group Rotation Strategy
New data series confirms unprecedented correlations in equity markets.
Mild Inflation, But No Deflation In 2010
It may feel like a deflationary environment, but the CPI is not likely to end 2010 with a twelve month deflationary reading.
Month In Review: The Quality Trade Returns
Quantitative factor performance throws yet another curve ball. Momentum works with Growth and Profitability for first time this year.
Pinpointing The True “Mean Season” For U.S. Stocks
We turn our attention to the domestic equity markets to determine where market history has hidden its seasonal landmines.
The 1974-1982 Template For Recovery
Current market recovery continues to track the post 1974 bear market recovery quite closely.
Will The Fabled Election Cycle Work Again?
Doug Ramsey looks at his own 15 month election cycle work to examine historical performance for a variety of different asset classes.
Table of Contents
Stock Market
- Major Trend More Bearish As Market Enters Historically Weakest Month
- Will The Fabled Election Cycle Work Again?
- Pinpointing The True “Mean Season” For U.S. Stocks
- The 1974-1982 Template For Recovery
Of Special Interest
Macro Monitor
Quant
- Month In Review: The Quality Trade Returns
- Market Correlation And Group Rotation Strategy
- Go Back To Basics During An Economic Slowdown: Value & Quality
Inflation Watch
A Mid-Term Exam: What The Upcoming Elections Could Mean For The Stock Market
Prompted by a client request, Eric Bjorgen examines the impact of mid-term elections on the stock market.
Are We In A Bond Bubble?
Bond bubble continues to inflate, much like money pouring into tech stocks at the height of the internet bubble.
Go Back To Basics During An Economic Slowdown: Value & Quality
Given the discussion during August of a weakening economy and a potential double dip, Chun Wang looks at which of our quantitative factors do best during a slowdown.
Major Trend More Bearish As Market Enters Historically Weakest Month
August turned out to be a very volatile month, not the “doldrums” that many investors would have wanted to see during this traditional summer vacation month. Budding optimism that had developed in investors back in April has now apparently been completely washed out by the poor August performance.
Market Correlation And Group Rotation Strategy
New data series confirms unprecedented correlations in equity markets.
Mild Inflation, But No Deflation In 2010
It may feel like a deflationary environment, but the CPI is not likely to end 2010 with a twelve month deflationary reading.
Month In Review: The Quality Trade Returns
Quantitative factor performance throws yet another curve ball. Momentum works with Growth and Profitability for first time this year.
Pinpointing The True “Mean Season” For U.S. Stocks
We turn our attention to the domestic equity markets to determine where market history has hidden its seasonal landmines.
The 1974-1982 Template For Recovery
Current market recovery continues to track the post 1974 bear market recovery quite closely.
Will The Fabled Election Cycle Work Again?
Doug Ramsey looks at his own 15 month election cycle work to examine historical performance for a variety of different asset classes.
Stock Market
- Major Trend More Bearish As Market Enters Historically Weakest Month
- Will The Fabled Election Cycle Work Again?
- Pinpointing The True “Mean Season” For U.S. Stocks
- The 1974-1982 Template For Recovery
Of Special Interest
Macro Monitor
Quant
- Month In Review: The Quality Trade Returns
- Market Correlation And Group Rotation Strategy
- Go Back To Basics During An Economic Slowdown: Value & Quality