Green Book May 2012
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Featured Articles
"Sell In May"...Without Actually Selling
A look at how to “Sell in May” without actually selling.
Diversified Metals & Mining—A Popular Theme Revisited
After an incredible secular rise in both metals & mining stocks and industrial metals prices, which ended in 2008 after nearly a decade of upside, we take a look at where this group stands today.
GLOBAL EQUITIES: Putting A Price On Youth
An interesting take on country demographics versus valuations.
Inflation Still Below Fed’s Target, Near Term Pressure Is Moderate
Inflation is still below the Fed’s target and near term pressure is only moderate. This gives the Fed some room to ease further if the economy falters.
Major Trend Index Still Positive: Maintain Aggressive Equity Positions
The current ratio remains healthy, and we believe the equity markets will move higher in the coming weeks.
New Dividend Growth Screen
A new dividend growth screen and another that additionally incorporates dividend growth at a reasonable price are explored.
No Place Like Home
How is the U.S. stacking up relative to foreign markets since 2009 market lows?
Stock/Bond Correlation Upside Down—Stocks And Interest Rates Can Rise In Tandem
An examination of this historical relationship turns up some interesting findings that challenge the traditional disposition.
The Bigger The Bear, The Better The Bull?
Does a bigger Bear market equate to a bigger Bull market recovery?
Trying To Forget May 2011 (...and May 2010)
Trying to forget the April tops of the past two years appears to be difficult for many as sentiment measures remain relatively dismal (which is a stock market positive). What insight can we gain from this?
VLT And Foreign Markets
Exploring VLT (Very Long Term) Momentum readings in foreign markets versus the S&P 500.
Will Public Buying "Drive" New Market Highs?
U.S. focused equity mutual funds see continued net outflows. A look back at mutual fund flows during past bull markets answers whether public participation is required to reach new stock market highs….And does a bigger Bear market equate to a bigger Bull market recovery?
Table of Contents
Stock Market
- Trying To Forget May 2011 (...and May 2010)
- Will Public Buying "Drive" New Market Highs?
- No Place Like Home
- GLOBAL EQUITIES: Putting A Price On Youth
- VLT And Foreign Markets
- "Sell In May"...Without Actually Selling
- The Bigger The Bear, The Better The Bull?
- Major Trend Index Still Positive: Maintain Aggressive Equity Positions
Of Special Interest
Macro Monitor
Equity Strategies
Quant
"Sell In May"...Without Actually Selling
A look at how to “Sell in May” without actually selling.
Diversified Metals & Mining—A Popular Theme Revisited
After an incredible secular rise in both metals & mining stocks and industrial metals prices, which ended in 2008 after nearly a decade of upside, we take a look at where this group stands today.
GLOBAL EQUITIES: Putting A Price On Youth
An interesting take on country demographics versus valuations.
Inflation Still Below Fed’s Target, Near Term Pressure Is Moderate
Inflation is still below the Fed’s target and near term pressure is only moderate. This gives the Fed some room to ease further if the economy falters.
Major Trend Index Still Positive: Maintain Aggressive Equity Positions
The current ratio remains healthy, and we believe the equity markets will move higher in the coming weeks.
New Dividend Growth Screen
A new dividend growth screen and another that additionally incorporates dividend growth at a reasonable price are explored.
No Place Like Home
How is the U.S. stacking up relative to foreign markets since 2009 market lows?
Stock/Bond Correlation Upside Down—Stocks And Interest Rates Can Rise In Tandem
An examination of this historical relationship turns up some interesting findings that challenge the traditional disposition.
The Bigger The Bear, The Better The Bull?
Does a bigger Bear market equate to a bigger Bull market recovery?
Trying To Forget May 2011 (...and May 2010)
Trying to forget the April tops of the past two years appears to be difficult for many as sentiment measures remain relatively dismal (which is a stock market positive). What insight can we gain from this?
VLT And Foreign Markets
Exploring VLT (Very Long Term) Momentum readings in foreign markets versus the S&P 500.
Will Public Buying "Drive" New Market Highs?
U.S. focused equity mutual funds see continued net outflows. A look back at mutual fund flows during past bull markets answers whether public participation is required to reach new stock market highs….And does a bigger Bear market equate to a bigger Bull market recovery?
Stock Market
- Trying To Forget May 2011 (...and May 2010)
- Will Public Buying "Drive" New Market Highs?
- No Place Like Home
- GLOBAL EQUITIES: Putting A Price On Youth
- VLT And Foreign Markets
- "Sell In May"...Without Actually Selling
- The Bigger The Bear, The Better The Bull?
- Major Trend Index Still Positive: Maintain Aggressive Equity Positions