Latest Research

Technology continues to be a hot topic. This month’s “Inside The Stock Market” takes an objective look at the Tech sector.

Real GDP in Q4 was not too robust, but the numbers will likely be revised upward.

Jim Floyd looks at yield curve inversion as a predictor of bear markets. There is some correlation, but the relationship is far from perfect.

We wondered whether or not strong relative sector price action during January tended to persist for the remaining eleven months of the year. During the last 16 years, evidence proves that the strength does persist.

Be sure to check out our new In Focus Special Study, sent to research clients in early February. In it we screen for potential LBO candidates.

Used market weakness in Tokyo to begin building position in Japanese equities.

It was looking to be a fairly good month in terms of net cash flow until the third week of January when domestic equity ETFs were socked with nearly $7.5 billion of outflow (which we are certain was institutional activity).

Small caps and large caps had a nice bounce in January, so-so for mid caps.

Establishing new Select Industries Equity Portfolio position in Homeland Security, which replaces the deactivated Home Entertainment Software.

It may be difficult for the economy to prolong its expansion, with the auto and housing sectors weakening and consumer spending being a big question mark.

An analysis of underlying factors that may be hindering the consumer groups, both “discretionary” and “staples,” from making a showing in our Attractive rankings.

The current economic expansion is considered late stage.

Many economic recessions are preceded by inverted yield curves, but not all. There have been several inversions that have not immediately preceded a recession.

A look at the things we did well in the past year, the areas where we could improve, and those things that were downright wrong.

The end of year marked the third consecutive year of positive returns for the stock market, even though they were hardly the kind of gains that we saw in the earlier stages of the current recovery phase for stocks.

Based on post WWII stock market recoveries, the current recovery could have some more upside (12% possibly).

The Energy sector is really driving S&P 500 earnings Growth.

2005 Performance Recap: Equities, Fixed Income, Large Vs. Small Caps, Weighted Vs. Unweighted S&P 500, Industrial Metals and AdvantHedge.

Group Selection Scores worked well in 2005. Buying top 20 ranked equity groups each month based on GS Scores produced a 19% gain for the year, well above the 3% S&P 500 performance (price only).

The year’s best and worst performing groups. Buying 2004 big winners produced good 2005 performance. How will 2005 winners do in 2006?