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By Wealth Advisor Publishing, Inc.
May 20, 2013
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Investment Research Webcasts
Documenting Compliance in the Age of Retirement Reform: Five Areas 401k Advisors Can Help Plan Sponsors Demonstrate Prudence
Helping Irrational Clients Make Rational Decisions – Behavioral Finance for Advisors
Portfolio Diversification through Volatility Based Assets
Fiscal Cliff No More: Return To Kick The Can Down The Road – Investment Implications For 2013 And Beyond
Reflections On Fund Management: Five Lessons From 25 Years
How Variable Annuities Are Evolving To Address Three Universal Client Challenges: Behavior, Longevity, And Taxes
2012 Election Rundown
Reducing The Tax Impact On Investment Portfolios
Real Return Investing: Lessons From The Past, Thoughts About The Future
Building Better Portfolios: Upgrading The Mutual Fund Quantitative Analysis Toolkit
Here We Go Again: How To Survive Round Three Of Europhobia
A Flexible Approach To Global Investing
The Case For Canada
Generating Income: Rewards Versus Pitfalls
Managing Client Expectations Using Investment Policy Statements
Understanding the New Department of Labor Fee Disclosure Rules
Avoiding Disasters When Using Exchange–Traded Products
Perception vs. Reality - Understanding U.S. and European Investment Landscape
The Reality of Investing in a Low Interest Rate/High Valuation Environment
Investment Research TV
Introduction
Why The Muni/Treasury Ratio Makes Munies Unattractive
Investing In Local Emerging Market Currency Bonds Offers Profit Potential While Developed Country Bonds Don't
Opportunities and Dangers With Investing In Grade Bonds
The Profit Potential In High Yield Bonds
5-Year Commodity Performance Is Unattractive
Credit Quality Spreads Versus AAA
Gold In ETFs: 2010 – 2012
A Municipal Overview
High Yield Attractive?
Bank Loan Opportunities
Opportunities in Emerging Market Bonds
S&P 500 Equal Weighted Outperforms Cap Weighted In 2012
The Dangers Of Long-Term Treasuries
Fixed Income Characteristics
Understanding The Cost Of Mining An Ounce Of Gold
Growth Stocks Are Cheap Relative To Value Stocks
Global Oil Demand Growth
U.S. Municipal Bond Outlook
Top 10 Oil Consumers
Asian Gold Demand
Central Bank Gold Holding In Tons
Quality Long Corporate Vs. Long T Bonds
Opportunistic Investing In Junk Bonds
Alternative Strategy Correlations to S&P 500
Correlation Changes Over Time
Spreads And Prices Of Investment Grade Corporate Bonds
The Status Of S&P Earnings And Revenue Per Share
Debtor Growth Economies
The Gold Situation
The Greece Story
Breaking Down World Gross Domestic Product
Analyzing The S&P 500’s Performance Over The Last 15 Years
Analyzing The Lending Delinquency Rates
Emerging Europe’s Growth Rate Is #1 On The Hit Parade World Wide
How The World’s Calorie Consumption Is Driving Agriculture Demand
The Reality Of U.S. Taxation
Earnings Potential Based On Education
Fixed Income Yields And Total Returns
Investing For Profits Through Increased Food Prices
Small vs. Mid vs. Large Cap U.S. Stocks Cycle Analysis
Emerging Market Debt Spreads Are Not As Attractive As They Were
Using Different Economic Environments to Determine Your Asset Allocation
S&P 500 Reported Earnings vs. Normalized Earnings
Peak Oil Is Fast Approaching
Are High Yield Bonds Still An Attractive Investment?
Investment Implications Of The Shiller Cyclically Adjusted S&P 500 PE Ratio’s
How Revenue Growth And Margin Expansion Drives The S&P 500 EPS Growth
Ring Of Fire: Public Sector Deficit Versus Structural Fiscal Gap
Cash Flow Out Of U.S. Focused Equity Mutual Fund Continues
Real GDP Annual Rate Of Change 1850 To Date
The Opportunities In Base Metals
What U.S. Government 10-Year Bond Yields Are Telling Us
What U.S. Government 20-Year Bond Yields Are Telling Us
BRICS Country's Stock Markets Outperforms The U.S. By A High Margin
5-Year Normalized S&P 500 PE Ratio's Indicate We Are Near Many Of The Market's Peak Valuations In History
10-Year Normalized S&P 500 PE Ratio's Indicate We Are Near Many Of The Market's Peak Valuations In History
U.S. Commercial Paper Rates Are Nothing To Write Home About
Earnings Yield Versus Bond Yields Stocks Are The Way To Go
The Long-Term Demand For Oil
Managed Futures Out Performs The S&P 500 Over The Long Run
Decreasing Percentage Of Profit Growth Among All Companies May Indicate We Are Headed Towards A Recession
Understanding The Implied Inflation Rate
The Valuation Gap Between Crude Oil And Natural Gas
Investing In 90 Day Treasury Bill Results In Negative Real Returns
Fixed Income Characteristics Indicate Dismal Returns For Most Bond Categories
Fixed Income Spread Analysis Show Opportunities Available
Has The Indian Rupee Plunge Stopped?
The Worlds Cheapest Stock Markets
Treasury/Corporate Yield Curves Indicate Caution
Municipal Yield Curves: Yields Don't Offer Adequate Returns
S&P 500 Index Year–To–Date Return Analysis
Investors May Want To Consider High Grade Corporate Bonds
Floating Rate Loan Market Update
Don’t Let The Dividend Tail Wag The Investment Tail
Annual CPI Inflation Rate Percentage 1792 To Date
A Rundown Of Mortgage Delinquencies And Foreclosures A Little Better From The Problem Peak
Earnings Yield Vs. Bond Yields: Stocks Are The Way To Go
Are Corporate Balance Sheets Really The Strongest In History?
Understanding The U.S. Government Deficit
Real Rates Of Interest Since 1793
Is Gold Sending A Buy Signal?
Forecasting Returns For The S&P 500 And 10-Year Treasuries
Adopting A Gold Standard For The U.S. Dollar
Is Gold Production Really Rising?
Understanding Silver And Platinum Price Movements
Using Current Corporate Profits To Forecast The Subsequent Five-Year Growth In Profits
Long Term Valuations Drive Future Stock Market Performance
World Food Prices Rising Again
Negative Real Yields On Treasuries Probably Imply A Recession Is In Our Near Future
Insight To Global Economic Growth Can Lead To More
Using Equity’s Correlation With Volatility Can Lead To Profits
Watching Chinese Banking Policies Can Lead To Stock Market Profits
The Next Phase Of Stock Market Returns
Gold Prices And Recessions
Forecast For Never–Never Land
Are High Yield Bonds Still Attractive?
Is The U.S. Stock Market Really Cheap?
Forecasting Oil And Natural Gas Prices
Earnings Yield Analysis For Stocks And Bonds Is Rewarding
Key Economic Indicators Imply Slowing And/Or Negative Growth
Using Long-Term Economic Environments To Invest For Profits
Stock Valuations: The Importance Of Utilizing Normalized Earnings
Stock Market Returns By Political Party Control
The Long Descent Of The U.S. Dollar
Who Are The Commodity Currency Countries?
NYSE Composite Value And Short Interest
Gold: The Short-Term Technical Picture
Gold: The Medium-Term Technical Picture
Is Political Party Dominance A Good Thing?
Recession Indicator: Quality Long Corporates Vs. Long T-Bonds
Earnings Per Share Margin And Revenues
Understanding The Municipal/Treasury Ratio
Understanding Mutual Fund Flows And Their Importance
The Popularity Of Congress And The President
The Importance Of Exports
Closed End Fixed Income Tax Free Funds Offer High Yields And Opportunities
How Investment Correlations Have Changed Since 2005
REIT Dividend Yields Can Be Attractive
Capitalizing On Commodity Price Changes
FDIC Analysis Indicates The Watch List In Percentage Terms Is Not Improving
Closed-End Fixed Income Funds Offer High Yields And Opportunities
Small vs. Mid vs. Large Stocks: What's Best Now!
Large Growth Stocks Offer Better Value Than Their Historical Valuations
Value Versus Growth - And The Winner Is!
Global Equity Returns Analysis: 1st Half 2012
Following Bank CDS Rates to Investment Success
High Yield ETF'S Buy/Sell Panacea
Does Golden Cross Analysis by Sector Actually Work Part 1
Does Golden Cross Analysis by Sector Actually Work Part 2
Deflation is Still A Risk
Contango & Backwardation
Gold Declines Before Recession Stimulus Kicks In
Middle East Energy Chokepoints Threaten World Oil Supplies
Understanding The Construction Of U.S. Equity Indexes
High Yield ETF Market Values Versus NAV Premiums And Discounts
Valuations Of The U.S. Stock Market
Gold Equity Correlation Is Most Often Negative
The Correlation Between Gold Bullion And The U.S. Dollar
U.S. Commercial And Strategic Oil Inventory Lets Us Breathe Easier
When Will It Be Time To Sell Out Of Gold?
The Importance Of Dividend As Part Of Your Investment Return
Gold Investment Demand Is Still Bullish
Attractive And Unattractive Emerging Market Bonds
Historcial Yields On 10-Year TIPS
High Yield Bond Return And Recovery Rates When They Default
Covered Call Option Strategies For Income
Yield Curve Update
Certificate Of Deposit Yields Bring Out The Worse
High Quality Fixed Income Yields Are Mediocre At Best
Death Puts: The New Retirement Income Vehicle
Central Banks Are Bullish On Gold
Intermediate-Term Gold Bearishness Factor The PIIGS Need Cash
Different Types Of Dividend Payors Result In Vastly Different Return Results
Are High-Dividend Yield Stocks Safe Sources Of Income?
Stock Market Performance In Various Inflation Environments
Gold Versus U.S. Dollar Versus S&P 500 1969 Through 2012
The Other VIX Indexes
Understanding the Inflation-Deflation Cycle
U.S. Government Revenues And Outlays As A Percentage Of GDP
Commodity and REIT Correlations to S&P 500
Implications for the Stock Market With Trading Volume One-Third of Its 2007 Peak
Allocating Investments within Commodity Currency Countries May Offer More Upside Performance Potential
The Japanese Stock Market Performance No Reprieve
The Effect of Volatility in the Dow Jones Industrial Average Since 1900
Credit Default Swap Rates Can Be Utilized as an Early Warning Risk Measurement Tool
Utilizing Duration Analysis When Constructing Fixed Income Portfolios Helps Prevent Losses
Gold is Not as Cheap as it Once Was Versus the S&P 500
Commodity Correlations to U.S. Dollar
Gold and Silver as Currencies
Don’t be Piggish! U.S. Equity Valuations Offer Mediocre Return Potential Over the Next Decade
Developed Versus Emerging Economy Equity Valuations Which Offer the Most Potential
Why We Don't Like REITS
Why Bonds Are Far Beyond Fair Value
The Case for Bank Loans Over the Next Decade
Food: A High Growth Investment for the Future
“The VIX” A Risk Budgeting Tool
Managed Futures A Truly Non-Correlated Asset Class
Risk Factor Analysis of Fixed Income Investments
U.S. Dollar Declination: A Future Long Term Story
Using Different Economic Environments to Determine Your Asset Allocation
Real Interest Rates Generally Mean Rising Gold Prices
Crude Oil to Natural Gas Ratio - Since 1/1/95
Stock Market Daily Volatility of 3.0 Percent or More by Years 1897 to 2011
Oil Price Boom & Bust Cycles Versus U.S. Equities
BRICS' Stock Market Equities vs. S&P 500
Gold to Silver Ratio
S&P 500 Reported Earnings vs. Normalized Earnings
The State of Industrial Metals
The U.S. Debt Bubble Reality
The S&P 500's 10 Year Projected Total Returns
The Market's Implied Inflation Rate
A Guide to Commodity Prices The Baltic Dry Index
A Yield Curve Analysis Indicates Where Danger Zones Lie
Peak Oil Is Fast Approaching
Does The Golden Cross Strategy Really Work?
The Dangers of Buying Long U.S. Treasuries
U.S. Small vs. Large Cap Valuation Differences
Profit Opportunities in Junk Bond Investing
Understanding The New Correlations
Investment Research TV Index
Introduction
Why The Muni/Treasury Ratio Makes Munies Unattractive
Investing In Local Emerging Market Currency Bonds Offers Profit Potential While Developed Country Bonds Don't
Opportunities and Dangers With Investing In Grade Bonds
The Profit Potential In High Yield Bonds
5-Year Commodity Performance Is Unattractive
Credit Quality Spreads Versus AAA
Gold In ETFs: 2010 – 2012
A Municipal Overview
High Yield Attractive?
Bank Loan Opportunities
Opportunities in Emerging Market Bonds
S&P 500 Equal Weighted Outperforms Cap Weighted In 2012
The Dangers Of Long-Term Treasuries
Fixed Income Characteristics
Understanding The Cost Of Mining An Ounce Of Gold
Growth Stocks Are Cheap Relative To Value Stocks
Global Oil Demand Growth
U.S. Municipal Bond Outlook
Top 10 Oil Consumers
Asian Gold Demand
Central Bank Gold Holding In Tons
Quality Long Corporate Vs. Long T Bonds
Opportunistic Investing In Junk Bonds
Alternative Strategy Correlations to S&P 500
Correlation Changes Over Time
Spreads And Prices Of Investment Grade Corporate Bonds
The Status Of S&P Earnings And Revenue Per Share
Debtor Growth Economies
The Gold Situation
The Greece Story
Breaking Down World Gross Domestic Product
Analyzing The S&P 500’s Performance Over The Last 15 Years
Analyzing The Lending Delinquency Rates
Emerging Europe’s Growth Rate Is #1 On The Hit Parade World Wide
How The World’s Calorie Consumption Is Driving Agriculture Demand
The Reality Of U.S. Taxation
Earnings Potential Based On Education
Fixed Income Yields And Total Returns
Investing For Profits Through Increased Food Prices
Small vs. Mid vs. Large Cap U.S. Stocks Cycle Analysis
Emerging Market Debt Spreads Are Not As Attractive As They Were
Using Different Economic Environments to Determine Your Asset Allocation
S&P 500 Reported Earnings vs. Normalized Earnings
Peak Oil Is Fast Approaching
Are High Yield Bonds Still An Attractive Investment?
Investment Implications Of The Shiller Cyclically Adjusted S&P 500 PE Ratio’s
How Revenue Growth And Margin Expansion Drives The S&P 500 EPS Growth
Ring Of Fire: Public Sector Deficit Versus Structural Fiscal Gap
Cash Flow Out Of U.S. Focused Equity Mutual Fund Continues
Real GDP Annual Rate Of Change 1850 To Date
The Opportunities In Base Metals
What U.S. Government 10-Year Bond Yields Are Telling Us
What U.S. Government 20-Year Bond Yields Are Telling Us
BRICS Country's Stock Markets Outperforms The U.S. By A High Margin
5-Year Normalized S&P 500 PE Ratio's Indicate We Are Near Many Of The Market's Peak Valuations In History
10-Year Normalized S&P 500 PE Ratio's Indicate We Are Near Many Of The Market's Peak Valuations In History
U.S. Commercial Paper Rates Are Nothing To Write Home About
Earnings Yield Versus Bond Yields Stocks Are The Way To Go
The Long-Term Demand For Oil
Managed Futures Out Performs The S&P 500 Over The Long Run
Decreasing Percentage Of Profit Growth Among All Companies May Indicate We Are Headed Towards A Recession
Understanding The Implied Inflation Rate
The Valuation Gap Between Crude Oil And Natural Gas
Investing In 90 Day Treasury Bill Results In Negative Real Returns
Fixed Income Characteristics Indicate Dismal Returns For Most Bond Categories
Fixed Income Spread Analysis Show Opportunities Available
Has The Indian Rupee Plunge Stopped?
The Worlds Cheapest Stock Markets
Treasury/Corporate Yield Curves Indicate Caution
Municipal Yield Curves: Yields Don't Offer Adequate Returns
S&P 500 Index Year–To–Date Return Analysis
Investors May Want To Consider High Grade Corporate Bonds
Floating Rate Loan Market Update
Don’t Let The Dividend Tail Wag The Investment Tail
Annual CPI Inflation Rate Percentage 1792 To Date
A Rundown Of Mortgage Delinquencies And Foreclosures A Little Better From The Problem Peak
Earnings Yield Vs. Bond Yields: Stocks Are The Way To Go
Are Corporate Balance Sheets Really The Strongest In History?
Understanding The U.S. Government Deficit
Real Rates Of Interest Since 1793
Is Gold Sending A Buy Signal?
Forecasting Returns For The S&P 500 And 10-Year Treasuries
Adopting A Gold Standard For The U.S. Dollar
Is Gold Production Really Rising?
Understanding Silver And Platinum Price Movements
Using Current Corporate Profits To Forecast The Subsequent Five-Year Growth In Profits
Long Term Valuations Drive Future Stock Market Performance
World Food Prices Rising Again
Negative Real Yields On Treasuries Probably Imply A Recession Is In Our Near Future
Insight To Global Economic Growth Can Lead To More
Using Equity’s Correlation With Volatility Can Lead To Profits
Watching Chinese Banking Policies Can Lead To Stock Market Profits
The Next Phase Of Stock Market Returns
Gold Prices And Recessions
Forecast For Never–Never Land
Are High Yield Bonds Still Attractive?
Is The U.S. Stock Market Really Cheap?
Forecasting Oil And Natural Gas Prices
Earnings Yield Analysis For Stocks And Bonds Is Rewarding
Key Economic Indicators Imply Slowing And/Or Negative Growth
Using Long-Term Economic Environments To Invest For Profits
Stock Valuations: The Importance Of Utilizing Normalized Earnings
Stock Market Returns By Political Party Control
The Long Descent Of The U.S. Dollar
Who Are The Commodity Currency Countries?
NYSE Composite Value And Short Interest
Gold: The Short-Term Technical Picture
Gold: The Medium-Term Technical Picture
Is Political Party Dominance A Good Thing?
Recession Indicator: Quality Long Corporates Vs. Long T-Bonds
Earnings Per Share Margin And Revenues
Understanding The Municipal/Treasury Ratio
Understanding Mutual Fund Flows And Their Importance
The Popularity Of Congress And The President
The Importance Of Exports
Closed End Fixed Income Tax Free Funds Offer High Yields And Opportunities
How Investment Correlations Have Changed Since 2005
REIT Dividend Yields Can Be Attractive
Capitalizing On Commodity Price Changes
FDIC Analysis Indicates The Watch List In Percentage Terms Is Not Improving
Closed-End Fixed Income Funds Offer High Yields And Opportunities
Small vs. Mid vs. Large Stocks: What's Best Now!
Large Growth Stocks Offer Better Value Than Their Historical Valuations
Value Versus Growth - And The Winner Is!
Global Equity Returns Analysis: 1st Half 2012
Following Bank CDS Rates to Investment Success
High Yield ETF'S Buy/Sell Panacea
Does Golden Cross Analysis by Sector Actually Work Part 1
Does Golden Cross Analysis by Sector Actually Work Part 2
Deflation is Still A Risk
Contango & Backwardation
Gold Declines Before Recession Stimulus Kicks In
Middle East Energy Chokepoints Threaten World Oil Supplies
Understanding The Construction Of U.S. Equity Indexes
High Yield ETF Market Values Versus NAV Premiums And Discounts
Valuations Of The U.S. Stock Market
Gold Equity Correlation Is Most Often Negative
The Correlation Between Gold Bullion And The U.S. Dollar
U.S. Commercial And Strategic Oil Inventory Lets Us Breathe Easier
When Will It Be Time To Sell Out Of Gold?
The Importance Of Dividend As Part Of Your Investment Return
Gold Investment Demand Is Still Bullish
Attractive And Unattractive Emerging Market Bonds
Historcial Yields On 10-Year TIPS
High Yield Bond Return And Recovery Rates When They Default
Covered Call Option Strategies For Income
Yield Curve Update
Certificate Of Deposit Yields Bring Out The Worse
High Quality Fixed Income Yields Are Mediocre At Best
Death Puts: The New Retirement Income Vehicle
Central Banks Are Bullish On Gold
Intermediate-Term Gold Bearishness Factor The PIIGS Need Cash
Different Types Of Dividend Payors Result In Vastly Different Return Results
Are High-Dividend Yield Stocks Safe Sources Of Income?
Stock Market Performance In Various Inflation Environments
Gold Versus U.S. Dollar Versus S&P 500 1969 Through 2012
The Other VIX Indexes
Understanding the Inflation-Deflation Cycle
U.S. Government Revenues And Outlays As A Percentage Of GDP
Commodity and REIT Correlations to S&P 500
Implications for the Stock Market With Trading Volume One-Third of Its 2007 Peak
Allocating Investments within Commodity Currency Countries May Offer More Upside Performance Potential
The Japanese Stock Market Performance No Reprieve
The Effect of Volatility in the Dow Jones Industrial Average Since 1900
Credit Default Swap Rates Can Be Utilized as an Early Warning Risk Measurement Tool
Utilizing Duration Analysis When Constructing Fixed Income Portfolios Helps Prevent Losses
Gold is Not as Cheap as it Once Was Versus the S&P 500
Commodity Correlations to U.S. Dollar
Gold and Silver as Currencies
Don’t be Piggish! U.S. Equity Valuations Offer Mediocre Return Potential Over the Next Decade
Developed Versus Emerging Economy Equity Valuations Which Offer the Most Potential
Why We Don't Like REITS
Why Bonds Are Far Beyond Fair Value
The Case for Bank Loans Over the Next Decade
Food: A High Growth Investment for the Future
“The VIX” A Risk Budgeting Tool
Managed Futures A Truly Non-Correlated Asset Class
Risk Factor Analysis of Fixed Income Investments
U.S. Dollar Declination: A Future Long Term Story
Using Different Economic Environments to Determine Your Asset Allocation
Real Interest Rates Generally Mean Rising Gold Prices
Crude Oil to Natural Gas Ratio - Since 1/1/95
Stock Market Daily Volatility of 3.0 Percent or More by Years 1897 to 2011
Oil Price Boom & Bust Cycles Versus U.S. Equities
BRICS' Stock Market Equities vs. S&P 500
Gold to Silver Ratio
S&P 500 Reported Earnings vs. Normalized Earnings
The State of Industrial Metals
The U.S. Debt Bubble Reality
The S&P 500's 10 Year Projected Total Returns
The Market's Implied Inflation Rate
A Guide to Commodity Prices The Baltic Dry Index
A Yield Curve Analysis Indicates Where Danger Zones Lie
Peak Oil Is Fast Approaching
Does The Golden Cross Strategy Really Work?
The Dangers of Buying Long U.S. Treasuries
U.S. Small vs. Large Cap Valuation Differences
Profit Opportunities in Junk Bond Investing
Understanding The New Correlations
Research Charts
Introduction
S&P 500 P/E Ratios Normalized: 10 Year Average Earnings – 1935 To Date
S&P 500 P/E Ratios Normalized: 10 Year Average Earnings – 1957 To Date
Five Year Stock Market Performance
Ten Year Stock Market Performance
Secular Bear Market Watch
S&P 500 Analysis 2000-2012
Replacement Cost For An Ounce Of Gold
The 2012 Federal Budget
Gold And The Dollar/Euro - Daily Data
Light Vehicle Sales
Fixed Income Spread Analysis BPS
Yields
State And Local Government Payroll
Percent Job Losses In Post WWII Recessions
Part Time For Economic Reasons
Unemployed Over 26 Weeks
Bigger Is Better Profit Margins By Market Capitalization
Impact Of Rising Interest Rates On Bond Prices
How Much Inflation Can Stocks Handle?
S&P 500 Intermediate Corrections Losses of 7.0 % -12.0%
Housing Starts (Annual Rate By Month) 2000 to 2012
Housing Starts (Annual Rate By Month) 1946 to 2012
U.S. Corporate Profits As A Percent Of GDP
Deliquency Rates
Dollar Strengthening Is Bearish For Gold Prices
Italy and Spain's 10 Year Government Bond Yield
Italy and Spain's 2 Year Government Bond Yield
Gold In Silver
Gold In Oil Terms
Gold In Copper
High Yield Spreads and Defaults
Historical High Yield Recovery Rates
Alternative Strategy Correlations To S&P 500
Equity-Related Strategies Compared To The S&P 500
Gold and Commodity Cycles: The Shortest Gold Cycle Lasted 10 Years
Correlations Among Large Cap Stocks
Declines In Supply Limit Demand And Raise Price For Gold Supply
Growth And Funding Profiles Differentiate Emerging Market's Banking Systems
Gold Is Not In A Bubble: The NASDAQ Was A Real Bubble
U.S. Tax Expenditures
Emerging Europe's EPS and GDP Grew Faster Than The World From 2001 Through September 2012
Equity Dividend Yields
Central Banks Are Buying Gold: Were Selling - Now Buying
Central Banks are Buying Gold: Global Reserves Are Excessive
The New Rule Making Body
REIT Dividend Yields
S&P 500 Total Return Dividend vs Capital Appreciation
Daily Volatility of Dow Jones Industrial Average
Returns In Different Inflation Environments - 40 Years
Commodity Prices
Financial Crisis Employment Loss
Household Consumption
Real Gross Domestic Product Versus Real Gross Domestic Income
ISM Non-Manufacturing Index Increases In September
ISM Manufacturing Index Increases In September to 51.5%
Forecasting Of Downturns?
The Short Short Term Technical Picture For Gold
Bull Markets In The S&P 500
Bond Mutual Funds Fund Flows
Hybrid Mutual Funds YTD The Strongest Year Yet For Fund Flows
Percent Job Losses In Post WWII Recession
The Gold Price And QE
Initial Public Offerings
U.S. Trades, Exports And Imports, Billions Of Dollars Per Month
U.S. Case-Shiller Home Price Index
10-Year World Government Bond Yields
Employment Population Ratio, Participation And Unemployment Rates
MSCI Europe Index P/E On 5-Year Normalized EPS
Commodity Index Levels Show Some Commodity Prices Increasing
Hires And Separations Monthly (SA) From Job Openings And Labor Turnover Survey (JOLTS)
S&P 500 Performance Goes Gangbusters When Quantitative Easing Is In Place
Global Equity Characteristics
Purchasing Managers Index (PMI) Reaches Recession Territory
CB’s Buying Gold
Fund Flows By Category
Average Monthly Change For The Dow Jones Industrial Average
Gold In ETFs
Initial Weekly Unemployment Claims
Contrarian Sign? Hedge Fund Managers Short The Market
Decline in Chile's Copper Production Bullish for Copper Prices
China's Major Trading Partners
U.S. Government Debt
China’s GDP Growth Less Export Driven
Historical Valuations, Growth Versus Value
S&P Performance By Market Cap Declines
Oil Stocks Underperforming Oil
Munis Tax Equivalent Yield/Barclays U.S. Corporate Bond Yield
Non-Farm Payroll Growth Falls Below 1.4% Year-Over-Year
Second Quarter Earnings Slowed Across All Cap Tiers, Consistent With Top-Line Results
Median Second Quarter Year Over Year Revenue Comparisons
Sales Momentum Largest 3,000 Companies
Gold Stocks Underperforming Gold
Spain's Unemployment Rate
JP Morgan Global PMI Lowest Since June 2009
S&P 500 vs High Yield Spreads 2012
The Dow Theory Has Yet to "Confirm" The Summer Rally
Unemployment Claims
December 2012 Corn Prices Skyrocketing
Median Valuations Largest 3000 – Companies
Corn And Soybeans Soar To All-Time Highs, Wheat Rising Fast
Spain - Deficit to GDP
Total Construction Spending Back From The Dead?
MSCI World Index: Average Monthly Performance
China's Growth Rate Still Tops World
Senior Goldmining Stocks Approaching Price To NAV Lows Of 2008
The Replacement Cost For An Ounce Of Gold Is $1500 With $1700 As A Sustainable Number
A Panoramic View Of The Federal Reserve Balance Sheet
Not Much There: PIIGS - Reserves Versus Debt Burden
U.S. Trade Balance Becoming Worse
U.S. Leading Indicators Are Sinking
Gold Seasonal Factors 1984 - 2012
Gold Prices in Various Currencies
U.S. Dollar Index Denominated In Different Currency Baskets
U.S. Treasury Yields Continue To Fall
High Yield Bonds
U.S. Government Outlays And Revenues
Share of Global Nominal Consumption
The Tale Of Unemployment
Global Oil Supply Status
Returns In Different Inflation Environments (1972-2012)
Federal Finances: Deficits and Debt
Update On The U.S. Case-Schiller Home Price Index
Historical Average Maximum Tax Rates By Decade
S&P 500 Index Momentum Movements
Gold Traders Data Offers Unique Insights
China’s Economic Growth Rate Still Tops World
Two Reasons China's Economy Has Been Slowing
Economic Growth And The Composition Of GDP
S&P 500 Monthly Returns: Avoid The Market In The Summer
Chinese Easing Cycle Bullish For Chinese Stocks
Gold Demand: Identifiable Investment Demand Is Growing
Energy And Natural Resources Market
Reflation: How Will The U.S. Reduce Its Deficits?
Reflation And Fiscal Deficits Are At Record Levels
Silver Versus NASDAQ
Median Valuations...Largest 3000 Companies
Greek Bank Deposits
International Economic And Demographic Data
Reflation: Debt Levels Have Exploded
S&P 500 P/E Based On The 5-Year Normalized EPS (1926 To Date - Monthly)
Federal Finances
Greek Government Debt
Small Cap To Large Cap Historical P/E Ratio
Bear Market Cycles vs. Subsequent Bull Runs
Gold Not In A Bubble - It's Not Really In A Bubble In Terms Of Oil
Liquidity Of Last Resort: The PIIGS Need Cash
Commodity Cycle: The Shortest Gold Cycle Lasted 10 Years
Exports As A Percentage Of GDP
The Short Term Technical Picture for Gold
U.S. Trade Deficit With China Is Unsustainable
U.S. Energy Deficit Bleeds Dollars On World Markets
Global Industrial Production Rising Without Much Momentum From Advanced Economies
Historical High Yield Recovery Rates
Financial Crises and the U.S. Stock Market 1830 - Present
Gold Stock Analyst Operating Cash Flow Multiple Versus Gold Price
European Crisis: Fiscal Challenges
Global Reserves Are "Excessive"
Asian Emerging Market Growth Outlook
Overview Yet From Crisis To Crisis ... Gold Carries On!
It's Not The Political Party, It’s The Political Policies
200+ Years of Interest Rates
Gold Price Seasonality
Oil Demand: Emerging Markets Share
U.S. Trade Balance Remains in Serious Deficit
Emerging Market Debt
Political Perception And Polarization
Global Economic Growth
Currencies Are Generally Misaligned
S&P 500 - Avoiding The Downturn - Catching the Upside
European Bond Opportunities
The S&P 500 Mimics U.S. Jobless Claims
Point of Recognition - Dividend Growth Accelerating
Bull Market "Points of Recognition" are Usually Followed by Accelerating Job Growth
Stock Market vs. Historical Point of Recognition
U.S. P/E Ratios at Bull Market Peaks
S&P 500 Bull Markets
Foreign P/E Ratios at Bull Market Peaks
U.S. Commercial Paper Rates
Reflation: The Fed Balance Sheet Has Blown Up
Yet from Crisis to Crisis...Gold Carries On!
Gold Price Seasonality January 31, 1968 to March 31, 2012
High Grade Corporate Bond Yields In U.S. 1857 To Date
U.S. Commercial Paper Rates 1831 To Date
90-Day Treasury Bill Yields in U.S. 1947 to Date
The Technical Picture for Gold
10-Year Bond Yields and Spreads
U.S. Government 10 Year Bond Yields 1926 To Date
Gold in ETFs: 2010-2012
World Oil Demand
"Real" Rates of Interest - 1793 to Date
Gold is Not in a Bubble According to M1 and M2
U.S. Unemployment Rate By Level Of Education
U.S. Industrial Capacity Utilization
Overview: Gold Price Corrections
The Long Descent Of The U.S. Dollar
S&P 500 Volatility
U.S. Merchandise Trade Balance
The U.S. Case-Schiller Home Price Index
The Technical Picture for Gold
S&P 500 P/E on 10-Year Normalized EPS (1926 to Date)
S&P 500 on Five-Year Normalized EPS (1926 to Date)
10-Year Government Bond Yields
Political Polarization
Floating-Rate Loan Market Update
Research Charts Index
Introduction
S&P 500 P/E Ratios Normalized: 10 Year Average Earnings – 1935 To Date
S&P 500 P/E Ratios Normalized: 10 Year Average Earnings – 1957 To Date
Five Year Stock Market Performance
Ten Year Stock Market Performance
Secular Bear Market Watch
S&P 500 Analysis 2000-2012
Replacement Cost For An Ounce Of Gold
The 2012 Federal Budget
Gold And The Dollar/Euro - Daily Data
Light Vehicle Sales
Fixed Income Spread Analysis BPS
Yields
State And Local Government Payroll
Percent Job Losses In Post WWII Recessions
Part Time For Economic Reasons
Unemployed Over 26 Weeks
Bigger Is Better Profit Margins By Market Capitalization
Impact Of Rising Interest Rates On Bond Prices
How Much Inflation Can Stocks Handle?
S&P 500 Intermediate Corrections Losses of 7.0 % -12.0%
Housing Starts (Annual Rate By Month) 2000 to 2012
Housing Starts (Annual Rate By Month) 1946 to 2012
U.S. Corporate Profits As A Percent Of GDP
Deliquency Rates
Dollar Strengthening Is Bearish For Gold Prices
Italy and Spain's 10 Year Government Bond Yield
Italy and Spain's 2 Year Government Bond Yield
Gold In Silver
Gold In Oil Terms
Gold In Copper
High Yield Spreads and Defaults
Historical High Yield Recovery Rates
Alternative Strategy Correlations To S&P 500
Equity-Related Strategies Compared To The S&P 500
Gold and Commodity Cycles: The Shortest Gold Cycle Lasted 10 Years
Correlations Among Large Cap Stocks
Declines In Supply Limit Demand And Raise Price For Gold Supply
Growth And Funding Profiles Differentiate Emerging Market's Banking Systems
Gold Is Not In A Bubble: The NASDAQ Was A Real Bubble
U.S. Tax Expenditures
Emerging Europe's EPS and GDP Grew Faster Than The World From 2001 Through September 2012
Equity Dividend Yields
Central Banks Are Buying Gold: Were Selling - Now Buying
Central Banks are Buying Gold: Global Reserves Are Excessive
The New Rule Making Body
REIT Dividend Yields
S&P 500 Total Return Dividend vs Capital Appreciation
Daily Volatility of Dow Jones Industrial Average
Returns In Different Inflation Environments - 40 Years
Commodity Prices
Financial Crisis Employment Loss
Household Consumption
Real Gross Domestic Product Versus Real Gross Domestic Income
ISM Non-Manufacturing Index Increases In September
ISM Manufacturing Index Increases In September to 51.5%
Forecasting Of Downturns?
The Short Short Term Technical Picture For Gold
Bull Markets In The S&P 500
Bond Mutual Funds Fund Flows
Hybrid Mutual Funds YTD The Strongest Year Yet For Fund Flows
Percent Job Losses In Post WWII Recession
The Gold Price And QE
Initial Public Offerings
U.S. Trades, Exports And Imports, Billions Of Dollars Per Month
U.S. Case-Shiller Home Price Index
10-Year World Government Bond Yields
Employment Population Ratio, Participation And Unemployment Rates
MSCI Europe Index P/E On 5-Year Normalized EPS
Commodity Index Levels Show Some Commodity Prices Increasing
Hires And Separations Monthly (SA) From Job Openings And Labor Turnover Survey (JOLTS)
S&P 500 Performance Goes Gangbusters When Quantitative Easing Is In Place
Global Equity Characteristics
Purchasing Managers Index (PMI) Reaches Recession Territory
CB’s Buying Gold
Fund Flows By Category
Average Monthly Change For The Dow Jones Industrial Average
Gold In ETFs
Initial Weekly Unemployment Claims
Contrarian Sign? Hedge Fund Managers Short The Market
Decline in Chile's Copper Production Bullish for Copper Prices
China's Major Trading Partners
U.S. Government Debt
China’s GDP Growth Less Export Driven
Historical Valuations, Growth Versus Value
S&P Performance By Market Cap Declines
Oil Stocks Underperforming Oil
Munis Tax Equivalent Yield/Barclays U.S. Corporate Bond Yield
Non-Farm Payroll Growth Falls Below 1.4% Year-Over-Year
Second Quarter Earnings Slowed Across All Cap Tiers, Consistent With Top-Line Results
Median Second Quarter Year Over Year Revenue Comparisons
Sales Momentum Largest 3,000 Companies
Gold Stocks Underperforming Gold
Spain's Unemployment Rate
JP Morgan Global PMI Lowest Since June 2009
S&P 500 vs High Yield Spreads 2012
The Dow Theory Has Yet to "Confirm" The Summer Rally
Unemployment Claims
December 2012 Corn Prices Skyrocketing
Median Valuations Largest 3000 – Companies
Corn And Soybeans Soar To All-Time Highs, Wheat Rising Fast
Spain - Deficit to GDP
Total Construction Spending Back From The Dead?
MSCI World Index: Average Monthly Performance
China's Growth Rate Still Tops World
Senior Goldmining Stocks Approaching Price To NAV Lows Of 2008
The Replacement Cost For An Ounce Of Gold Is $1500 With $1700 As A Sustainable Number
A Panoramic View Of The Federal Reserve Balance Sheet
Not Much There: PIIGS - Reserves Versus Debt Burden
U.S. Trade Balance Becoming Worse
U.S. Leading Indicators Are Sinking
Gold Seasonal Factors 1984 - 2012
Gold Prices in Various Currencies
U.S. Dollar Index Denominated In Different Currency Baskets
U.S. Treasury Yields Continue To Fall
High Yield Bonds
U.S. Government Outlays And Revenues
Share of Global Nominal Consumption
The Tale Of Unemployment
Global Oil Supply Status
Returns In Different Inflation Environments (1972-2012)
Federal Finances: Deficits and Debt
Update On The U.S. Case-Schiller Home Price Index
Historical Average Maximum Tax Rates By Decade
S&P 500 Index Momentum Movements
Gold Traders Data Offers Unique Insights
China’s Economic Growth Rate Still Tops World
Two Reasons China's Economy Has Been Slowing
Economic Growth And The Composition Of GDP
S&P 500 Monthly Returns: Avoid The Market In The Summer
Chinese Easing Cycle Bullish For Chinese Stocks
Gold Demand: Identifiable Investment Demand Is Growing
Energy And Natural Resources Market
Reflation: How Will The U.S. Reduce Its Deficits?
Reflation And Fiscal Deficits Are At Record Levels
Silver Versus NASDAQ
Median Valuations...Largest 3000 Companies
Greek Bank Deposits
International Economic And Demographic Data
Reflation: Debt Levels Have Exploded
S&P 500 P/E Based On The 5-Year Normalized EPS (1926 To Date - Monthly)
Federal Finances
Greek Government Debt
Small Cap To Large Cap Historical P/E Ratio
Bear Market Cycles vs. Subsequent Bull Runs
Gold Not In A Bubble - It's Not Really In A Bubble In Terms Of Oil
Liquidity Of Last Resort: The PIIGS Need Cash
Commodity Cycle: The Shortest Gold Cycle Lasted 10 Years
Exports As A Percentage Of GDP
The Short Term Technical Picture for Gold
U.S. Trade Deficit With China Is Unsustainable
U.S. Energy Deficit Bleeds Dollars On World Markets
Global Industrial Production Rising Without Much Momentum From Advanced Economies
Historical High Yield Recovery Rates
Financial Crises and the U.S. Stock Market 1830 - Present
Gold Stock Analyst Operating Cash Flow Multiple Versus Gold Price
European Crisis: Fiscal Challenges
Global Reserves Are "Excessive"
Asian Emerging Market Growth Outlook
Overview Yet From Crisis To Crisis ... Gold Carries On!
It's Not The Political Party, It’s The Political Policies
200+ Years of Interest Rates
Gold Price Seasonality
Oil Demand: Emerging Markets Share
U.S. Trade Balance Remains in Serious Deficit
Emerging Market Debt
Political Perception And Polarization
Global Economic Growth
Currencies Are Generally Misaligned
S&P 500 - Avoiding The Downturn - Catching the Upside
European Bond Opportunities
The S&P 500 Mimics U.S. Jobless Claims
Point of Recognition - Dividend Growth Accelerating
Bull Market "Points of Recognition" are Usually Followed by Accelerating Job Growth
Stock Market vs. Historical Point of Recognition
U.S. P/E Ratios at Bull Market Peaks
S&P 500 Bull Markets
Foreign P/E Ratios at Bull Market Peaks
U.S. Commercial Paper Rates
Reflation: The Fed Balance Sheet Has Blown Up
Yet from Crisis to Crisis...Gold Carries On!
Gold Price Seasonality January 31, 1968 to March 31, 2012
High Grade Corporate Bond Yields In U.S. 1857 To Date
U.S. Commercial Paper Rates 1831 To Date
90-Day Treasury Bill Yields in U.S. 1947 to Date
The Technical Picture for Gold
10-Year Bond Yields and Spreads
U.S. Government 10 Year Bond Yields 1926 To Date
Gold in ETFs: 2010-2012
World Oil Demand
"Real" Rates of Interest - 1793 to Date
Gold is Not in a Bubble According to M1 and M2
U.S. Unemployment Rate By Level Of Education
U.S. Industrial Capacity Utilization
Overview: Gold Price Corrections
The Long Descent Of The U.S. Dollar
S&P 500 Volatility
U.S. Merchandise Trade Balance
The U.S. Case-Schiller Home Price Index
The Technical Picture for Gold
S&P 500 P/E on 10-Year Normalized EPS (1926 to Date)
S&P 500 on Five-Year Normalized EPS (1926 to Date)
10-Year Government Bond Yields
Political Polarization
Floating-Rate Loan Market Update
Lou's Rants
Introduction
Should We Bring Back Glass-Steagall?
Will Communities Exercise Eminent Domain Against Homeowners To Stimulate Their Local Economies?
Will The Fiscal Cliff Actually Occur?
Are Exchange Traded Funds Causing Volatility?
Do Active Exchange Traded Funds Make Sense?
Closed End Funds - Close The Gap Between Nav & Market Price
Let's Warn Investors About Bond Liquidity
QE8
The SEC Should Ban Bond Mutual Fund Past Performance
The Hidden Cost Of Bailing Out Money Market Mutual Funds
Should We Be Exporting Corn And Other Grains When We Have A Shortage?
Is Hedge Fund Advertising A Good Or A Bad Thing?
Should Farmers Continue To Need Subsidies When Profits Are Abundant?
Who Was Smarter In The Facebook IPO: Management Or Investors?
The Uselessness Of The One, Three, and Five Year Rule
Preventing Scandals In The Securities And Banking Industries
Should The U.S. Maintain Ethanol Production Requirements In Light Of Global Grain Shortages?
Should The Government Bail Out Homeowners Whose Mortgages Are Underwater?
Raising Revenue for Federal States And Local Government – Part 2 Of A Series
Raising Revenue for Federal States And Local Government – Part 1 Of A Series
Revamping Our Election Process: Part 4 Of A Series
Revamping Our Election Process: Part 3 Of A Series
Revamping Our Election Process: Part 2 Of A Series
Revamping Our Election Process: Part 1 Of A Series
Solving The Social Security Financial Crisis
Solving Europe's Financial Problems
Creating New Energy Sources And Rebuilding Our Energy Infrastructure – Part 2
Creating New Energy Sources And Rebuilding Our Energy Infrastructure – Part 1
Priming The U.S. Economic Growth Engine - Solutions From The Past - Part 5
Priming The U.S. Economic Growth Engine - Solutions From The Past - Part 4
Priming The U.S. Economic Growth Engine - Solutions From The Past - Part 3
Priming The U.S. Economic Growth Engine - Solutions From The Past - Part of a Series
Priming the U.S. Economic Growth Engine - Solutions Of The Past
Priming the U.S. Economic Growth Engine Part 1
The Real Budget Deficit
Articles
It’s Time To Be Opportunistic, Flexible And Focused In The Credit Markets
U.S. Government Debt
2013 Expected To Be Slow And Steady In Industrial REIT Sector
The Move Costing Investors Big-Time
The Case For Deficit Optimism
Understanding The Financial Markets In This Day And Age
Japanification
Light At The End Of The Tunnel For Gold
The Longest Yard
The Good Without The Awful
Lessons Of The Recent Past And Outlook Of The Near Future
Gold Consumer Demand Trends
2013 Dollar, Gold & Currency Outlook
Where To Buy In The Changing Landscape Of Advertising
Secular Bear Markets – Volatility Without Return
How Gold Miners Can Leverage The Price Of Gold
Is The Trading Day Getting You Down?
Gold And Gold Equities
The Federal Reserve’s Dual Mandate
Sovereign Debt And The Stock Market
Hidden Treasury Risks?
Recessions: Historically, Job Data Revisions Come Hand-In-Hand
The Significant Impact Of U.S. Oil Production
On The Way To Energy Independence
Money For Nothin’ – Writing Checks For Free
The 13th Labour Of Hercules: Capital Preservation In The Age Of Financial Repression
Recession And Reflation
Corporate Earnings In 2013
Maybe This Time Is Different
Is The Yen Doomed?
The New Look And Feel Of Oil Supply Risk
Help, Help, I’m Being Repressed!
How Big Is Almost? —OR— Why The Finance Professoriate Is Clueless About Manager Effectiveness
U.S. Debt, Gold, And The International Monetary System
Positioning For A Housing Recovery
Stocks: Is A Price Correction In The Cards?
Weak Economic Growth Leaves More Fuel For Heating
ECB & Fed: Worlds Apart
Aluminum: Dead Weight Or A Guide To The Recovery?
Factors That Influence Tactical Asset Allocation & Relative Strength Strategies
The Era Of Incumbency
Preparing Portfolios For Inflation
Outlook For U.S. Economic Activity, Systemic And Currency Stability And Inflation In The Context Of Domestic Political, Fiscal And Monetary Conditions
A New Era In Swaps Markets?
Winter Fuel Inventories Remain Tight As Peak Demand Season Approaches
Japan: After The Quake, After The Floods
Comment On House Prices, Real House Prices, And Price-To-Rent Ratio
On The Road To Zero Growth
Aspirin For A Broken Femur
The Outlook For Commodity Stocks
Historic Reduction In U.S. Debt Ratio
We Live In Interesting Times
Portfolio Manager Viewpoints: Michael Cirami On Emerging-Market Debt
Public Furor Mounts Over Proposed Use Of The C-CPI-U To Short-Change Social Security Recipients On Their Cost Of Living Adjustments
Mortgage Delinquency Rates Decreased In October
Market Fatigue Sets In
Small-Caps Pack Big Punch In Emerging Markets
Why Is Natural Gas So Cheap?
Connections And Unintended Consequences
Japanese Commercial Real Estate Overcoming Setbacks
Municipal Bond Research – Putting Together The Mosaic
58,000 Completed Foreclosures In October
Three Years And Counting
Overview Of The Markets From The Technical Standpoint
Drought, Cattle, And Corn – What Will 2013 Yield?
Japan, The Yen/Dollar Cross-Rate, And Gold
Bernanke’s Bad Timing
House Prices Up 6.3% Year-Over-Year In October - Largest Increase Since 2006
Housing: Inventory Down 22.0% Year-Over-Year In Early December
Serious Mortgage Delinquencies And In-Foreclosure By State
The Most Dangerous Kind Of Inflation
One More Dance
Global Real Estate Investing
Understanding The Grain Markets: The November USDA Report - More Beans But No Magic
Gold: Twelve Years And Going Strong
Mark Hanson’s Housing Comments
Currency Allocation As Source Of Income
Dividend Investing: Compelling Long-Term Opportunities For Total Return And Income
TIPS For Inflation Protection Or, How I Learned To Stop Hating Low Yields And Started To Enhance Them
Allocating Your Investments For A Boom And Bust World: The Role Of Real Estate In Weathering The Storm
The “D” Word
Leuthold Stock Quality Rankings: Starting To Favor Low Quality
Return To Gold Standard
Demand For International Real Estate Still Strong
An 18.0% Tax Rate?
Bulls, Bears & The Buck
Emerging Markets Converge With The Developed World
From Cheesecake To Broccoli: China’s New Diet
U.S. OF A(SIA) – United To Weaken The Dollar?!
Commodities: Capturing Excess Returns
Leap Of Faith (A Discussion Of Stock Market Valuations And Economics)
Sector Insights Update
Time To Bet On China?
The End Of Mercantilism And Other Coming Attractions
How Employment Figures Affect Commodity Prices
Unconstrained Diversification
Cash In On Electronic Payment Systems
Existing Home Sales: Two Different Views
Moench Presumption Revisited
The Pain In Spain: Is There Time For Hope And Change?
High Yield And Bank Loan Outlook
Asia’s Role In Global Economic And Portfolio Rebalancing
Solid As Gold: A Standard For The Ages
Sector Watch: Drug Retail – Ride The Rising Tide Of Prescriptions
Bernanke Bemoans GDP Not Reflecting Common Experience
CMBS Delinquencies Reaching All-Time Highs
Presidential Elections And Financial Assets
The Election
The Decline And Drop Of The U.S. Congress …..A View From The Inside
Investing In A Rising Tax Environment
Bernanke: To Print Or Not To Print…?
The Purveyors Of Notgeld
Loan Defaults Continue To Slow
Welcome To Dystopia!: Entering A Long-Term And Politically Dangerous Food Crisis
Chasing Income That Barely Exists
What The Future Holds For Gold
European Developments
Case-Shiller/Housing: Is It Off Life Support?
Unemployment Rate – Official (U-3 & U-6) VS. SGS Alternate
A Classic: After Tohoku: Do Investors Face Another Lost Decade From Japan?
All Signs Pointing to Gold
The Importance Of Commodity Exposure And How To Obtain It
The ESM: Saviour, Super SIV Or End Of The Road?
Fed Easing Aimed At Propping Banking System Not Boosting Economy
U.S. Home Price Indexes Dissected
Ryan: Boon Or Bank For U.S. Dollar?
When Bad Things Happen To Cheap Assets
A 200-Year Review Of Market History
The G Word(s)
Gold: Escape From Slavery
U.S. Commercial Real Estate: A Technical Affair
A Classic: Resource Limitations 2: Separating The Dangerous From The Merely Serious
Investing In The Wake Of The “Great Moderation”: Floating-Rate Loans As A Strategic Allocation
The Trials And Tribulations Of Fiat Currencies
A Primer On The Different Types Of Mortgage-Backed Securities And Why They Are Attractive Now
Absolute Returns
Matarin Capital’s Study Of IPOs Reveals Strong Performance Advantage For Positive Cash Flow Companies
A Classic: Time To Wake Up—Days Of Abundant Resources And Falling Prices Are Over Forever—Part I
Real Estate Resiliency: The ‘REIT Model’ Proves Its Mettle
A Summary Of The Presidential Candidates Revenue Generation And Spending Proposals
The Lending Lindy
Reports Of The Death Of Equities Have Been Greatly Exaggerated: Explaining Equity Returns
Late-Stage, High-Risk Stock Markets
Price & Factor Charts Speak…Let’s Listen
Oscar Gruss: Market Thoughts
European Developments
China’s Next Act
Easing Inflation Pressure To Continue
What Goes Up Must Come Down!
Earnings And Market Leadership
Diamonds In The Rough
The International Energy Agency’s Report On The Energy Market
John Hussman’s Comments On The Warped Global Financial System
Various Commodity Index Methods
Why Inflation Could Rise Over The Long Term
Buy Asset-Light Hotels
Real Assets Replication: Solving The Capital Call Conundrum
European Developments
A Value Investor’s Perspective On Tail Risk Protection: An Ode To The Joy Of Cash
What’s In A Name?
The Inflation Frontier: Using Commodities And Managed Futures To Combat It
Gold Imports By India Fall 56.0% As Record Prices Deter Buyers
The Real Story Of Gross Domestic Product (GDP) Growth
FINRA’s Quasi-Fiduciary Rule
Evaluating The Gold Asset Class
Cult Figures
Between Errors Of Optimism And Pessimism – Observations On The Real Estate Cycle In The United States And China – Part II
High Yield And Bank Loan Outlook
Monthly Volatility: Recent Divergences
Eurozone Credit Default Spreads (CDS)
Policy Interest Rates
Housing Starts Continue In Low-Level Stagnation
The Risks Of Record Margins
U.S. High Yield: A Closer Look At “Junk” Spreads
Between Errors Of Optimism And Pessimism – Observations On The Real Estate Cycle In The United States And China – Part I
Quantitative Easing: Round And Round And Round?
An “Oversold” Market Turns Up
Nixonian Unemployment Reporting
Mutual Fund Playground
Correlation
Choosing The Right Asset Class In Emerging Markets: Why It Matters
Earnings Comments Recently Skewed Negative
Investor Sentiment, Global Debt, Market Comments: Short And To The Point
The Euro Fix And The Investment Outlook
Technical Glitches
Gold At ECB: Accident Or Strategy?
Sector Focus – Automotive Retail: Attractive, But Fundamental Divergence
Unemployment Rates Getting Worse
Profits For The Long Run: Affirming The Case For Quality
A Closer Look At Growth And Value Return Differences
Some Longer Term Stock Market Thoughts
Past Performance: The Good And The Bad
Betas On The Cusp
Trader Or Investor? Massachusetts Weighs In And The After-Tax Return Of Investing Hangs On The Answer
Securities Lending & ETFs: An Overview
Understanding Duration Risk
Seven Observations About Why Gold Will Rise
Trying To Make The Future Look “Better”
Hedge Funds And The Taxable Investor
Futures Trading Is Highly Leveraged
Merk Commentary: Spain’s Molasses Jeopardizing Eurozone?
Volatility: A Historical Perspective
New And Existing Home Sales (May 2012) Uninspiring
Risk Management Aiming At A Moving Target
A “Rear View” Look At The Future: Forecasting The S&P 500’s Future Returns
Improving Risk–Adjusted Returns
Leading Indicators Are Pointing To … Sluggish Growth At Best!
Force Fed
Hussman Strategic Growth Fund’s Performance Explained
Falling Treasuries: A Currency Perspective
Revised First-Quarter GNP Growth Plunged To 0.5% (Previously 1.3%)
June Employment Report – Anemic
My Sister’s Pension Assets And Agency Problems (The Tension Between Protecting Your Job Or Your Clients’ Money)
What If The Fed Throws A QE3 And Nobody Comes?
Have The Bears Been “Right”?
Merkel Is Summit Winner!
European Developments
John Williams: No Meaningful GDP Growth Since 2006/2007 – Current GDP Growth Rate Is Really A Negative 2.2%!
Investor Behavior
Great Recession And Great Depression Percentage Job Losses
The 2012 Morningstar Investment Conference: Notes And Thoughts
The What-Why-When-How To Guide To Owning Emerging Country Debt
Why Investor Returns Are So Bad!
A Better Approach To Taxing Gains?
ISM Manufacturing Index Dives In May: Recession On The Horizon?: ISM Manufacturing Index May 2012
Court Finds A Neglected IPS Can Be Costly
Saving The Euro
May Housing Starts Remain 69.0% Below Pre-Recession Peak
How Low Can It Go? Watch The Bund Yields
European Developments Update
Rebalancing Is One Of The Keys To Building A Lower Volatility Portfolio
Managed Futures: A Necessary Part Of One's Portfolio
Futures Contracts – Gain And Loss Income Taxation On Section 1256 Contracts Is Attractive
Evaluating The Differences In Index Construction: A Brief Study Of The S&P® Select Industry Indices
Should Advisors Have An Education Policy Statement?
Sector Focus - Education Services: Regulation Risk Overhang Too Big
Tuning Up The Printing Presses?
Winning The War In Europe
John Hussman’s Outlook For Stock Market Returns
Tactical Beta
Chinese Dragon To Unshackle Renminbi?
Understanding The Securities Lending Process
Inflation
Don’t Reinvest Those Distributions
Pershing's INSITE 2012 Financial Solutions Conference Offered Advisors Dozens Of Ideas To Help Their Businesses
The Spring of Discontent
Three In A Row And Counting...
In High Cotton, Excess Liquidity & Real Returns
Dim Sum Bond Primer
Employment Growth And Unemployment Continues To Slow
Money Supply M3 (May 2012)
Currencies: Crisis & Opportunity
The Bigger The Bear, The Better The Bull?
The Unconventional Resource Revolution: A Geologist’s Perspective
Bernanke's Problem With The Gold Standard
The Benefits Of Managed Futures In A Balanced Portfolio
Hyperinflation Watch – Dollar Fundamentals
“Core” CPI-U Inflation Hits Cycle High – Part I
Global Equities: Putting A Price On Youth
Portfolio Benefits Of The Currency Asset Class
Trimming Risk: An International Perspective For Retirement Investing
A Global Economic Commentary
Citigroup Emerging Market Economic Surprise
Will Public Buying “Drive” New Market Highs?
The Eurozone’s Impact On Gold Prices
Germany: Dax Index Versus DJ Euro Stoxx Index
No Place Like Home
Unusually Unstable Production Reporting
High Yield And Bank Loan Outlook
Observations On The Stock Market And Economy
2013: “The U.S. Fiscal Cliff”
Marketfield Financial Market Commentary
March’s Widening U.S. Trade Deficit Will Add Some Downward Pressure To Gross Domestic Product
Do Tax & Regulatory Policies Pose A Threat To The Dollar?
A Closer Look At Commodity Price Inflation
Fixed Income Risks And Opportunities
“Sell In May”… Without Actually Selling
Another Point On The Gold Standard
Bernanke: Be Humble!
Sentiment Stuck In A Funk
The Case For High-Conviction Investing
Why Invest In International Inflation-Linked Government Bonds?
SRO Proposal Leaves Fiduciary Status In Limbo
Notes On GDP-Related Nomenclature And Definitions
Rethinking Risk: What The Beta Puzzle Tells Us About Investing
Sell In May And Go Away? Not This Year
Deficit Outlook: Growth Of Outlays Slowing, But So Are Receipts
Inflation-Linked Bonds Versus Traditional Bonds: What’s The Difference?
Shorting Expenses Of Mutual Funds Sound More Harmful Than They Really Are
Unemployment Benefits – The Real Story
A Case For Global Natural Resources
The European Situation – Abbreviated
Are The Economy And Markets Looking Up?
Uranium: An Investment For The Next Few Decades
Goodbye MIPS, QUIPS, TOPRS And Other Trust Preferreds Welcome Back To “Real” Preferred Stocks
European Developments
Behavioral Finance In Asset Management: A Primer
Weighing The Evidence Of Oil And Gold Stocks
S&P 500’S 100 Largest Companies Ranked By Market Cap
What Are Convertible Bonds?
A New All-Time S&P High In Prospect?
Do Minimum Variance Portfolios Behave Like Long-Short Hedge Funds?
Capturing Domestic Demand In Emerging Markets Neither Small Caps Nor Multinationals Are A Good Proxy
More On Mean Reversion
Defining A Fiduciary "Safe Harbor"
Are Those Really Job Gains? — John Hussman’s Comments About Employment
Housing Starts In 40th Month Of Historically-Low-Level Stagnation, Following 2006-To-2008 Collapse In Activity
Withholding Taxes On Foreign Stock Dividends
Public Buying High… Again?
A Final Perspective On “New Highs”
Maybe Black Swans Aren’t So Rare After All
Trading Insight: The Developing Nature of Emerging Markets
Gold Supply And Demand
The Unemployment Problems Endemic?
How QE "Works"
Trade Deficit “Declined” in February to $46 Billion
Apple - Commentaries On It's Future by The Leuthold Group
Is Apple Forever?
Apple: Just How High Can It Go?
A Case For Emerging Markets
The Longest Quarterly Letter Ever
Base Metals: What Do The Fundamentals Say About 2012?
Bonds: Beginning Of The End?
The Real Cost Of Broker Advice
Activity In Housing And Construction Remains Stagnant Near Historic Lows
Are Low Volatility Equity Strategies The Panacea That People Are Talking About?
Contrarian: It Depends Upon One’s Opinion
The History Of U.S. Commodity Consumption
Are Your Investment Management Fees Excessive?
Roll Yield
The New Big Threat To Europe Is Spain
Interest Rates Are Rising But Your Money Market Yield Won't
U.S. Growth Revisited
Small Cap Stocks: Hard To Make The Numbers Work
The Longview Extended Commodity Index
Where Will The Jobs Come From?
Understanding The Complexities Of UPREITS And DOWNREITS
Real Money Supply M3 Still Signaling A Second Recession
Gold/Stock Combination Is A Big Winner
Inflationary Pressures Continue
Frame of Reference
Managed Futures Mutual Funds: Solutions Or Panacea
GDP Revision was Little More Than Satistical Noise,Yet Fourth Quarter No Longer is Comparable with Prior Periods
Commodity Prices
Deflation: Quick or Stretched Out Is A Problem
The Bank Loan Market Matures
Consumer Staples Versus Consumer Discretionary Stocks
Sky High Expense Ratios On Variable Annuities Can Significantly Impact Returns
The Best Way To Own Master LP’s
Gold Currently Acting As A Store Of Value
Newsletter Issues
Global Spotlight Interviews
Global Spotlight Interviews/Podcasts:
A One on One Interview with Joel Bruckenstein, Technology Guru
A One on One Interview with Mark Hurley
Musings, Questions and Outcomes
Increasing Attractiveness Of Global Equities
Japanese Yen And NKY Index
China Powers Up Commodity Supercycle
Rise In Latin American Currencies Are Troublesome For Exporters
Generational Shift Favoring Equities Over Bonds
The Impact Of Non-Conventional Oil And Gas Extraction
The Equity Market Is Overbought
China’s Oversupply Of Coal
Global Mining Capital Expenditures Rising
Physical Gold Transforms From Paper
The Economic Impact Of Homebuilding
A Market In Transition
Gold Demand Falling?
The Status Of Rice
Netherlands’ Gold Stored Out Of Country
Apparently Anyone Can Qualify For An Auto Loan Today…
Are We In A Recession?: A Look Back At Recent History With Regard To GDP Revisions
Swiss Charge Negative Interest Rates On Deposits
Federal Open Market Committee Minutes December 11th-12th, 2012
FHA In Need Of Taxpayer Bailout, Keeping Fear Trade Alive
The S&P 500 Underperforms T-Bills For 14 Years
Turkey Buys Gold To Hedge Against Currency Debasement In U.S.
Natural Gas In Europe
China's New Leadership: Progressive, Not Conservative
The Impact Of More Quantitative Easing
U.S. Corporate Debt Issuance In 2012
Reserve Bank Of India (RBI) Bans Bank Financing Of Gold Purchases
The Baker Hughes Oil Rig Count And Crude Oil
Gold Now Can Be Mined In Russia
If We Do Go Off The Fiscal Cliff, All U.S. Corporations Should Stop Paying Dividends In 2013 And Into The Future…
Fitch Expects “Bond Bubble” Carnage When Rate Cycle Turns
Understanding What The JOLTS Index Means
South African Gold: Feeling The Pinch From Strikes
Foreign Investors Like Philippines’ Equity Markets
How Currency Wars Turn Into Trade Wars
A Good Piece Of Advice From Great Britain To California…
Oil Refining Equities Still Have Room To Rise
Platinum And Palladium Shortages
The U.S. – The World’s Largest Energy Producer
Rob Arnott’s – The Portfolio Construction Game
And Then Washington D.C. Decided To Ride Off The Cliff...
Credit Suisse Informs Bank Clients Of Negative Franc Rates
Is QE3 Really Monetary Expansion?
Unofficial Problem Bank List Declines To 860 Institutions
$6 Billion Spent On The 2012 U.S. Elections And Little Was Changed…
Gold Smuggling
Lawler: Table Of Short Sales And Foreclosures For Selected Cities In September
EM Carry Currencies: Indicator Of Currency Problems
Bankruptcy Filings Declined 14.0% In Fiscal 2012
Central Banks Still Hunger For Gold
Trade Deficit Declined In September To $41.5 Billion
Trend Or Cycle?
China Is Preparing To Introduce An Interbank Gold-Trading System
Uranium Continues To Plunge
Stock Market Capitalization
The Fed Is Not The Only Central Bank Making Asset Purchases: Bank Of Japan (BOJ) Increases Asset Purchases
Turkey Experimenting Using Gold In Their Monetary System
Why Are Corporate Profits So High?
Fiscal Suicide
Natural Gas On The Way Up
U.S. Stock Market Probabilities
Fannie Mae And Freddie Mac Serious Delinquency Rates Declined In August
China And India Lose Their Appetite For Gold
Gold Achieves New Status In Banker's Eyes
Severe Drought Clouds U.S. Ethanol Outlook
Don’t Feel Too Bad For Their 99.2% Unemployment Rate
The Market Size Of Wealth Assets In America
Shorting Gold Stocks
Quantitative Easing III (QE3) Will Accelerate The Rise In Inflation
Shouldn’t The U.S. Consider E-Zero?
Notes On Different Measures Of The Consumer Price Index
The United Nations Called For A Suspension Of U.S. Government-Mandated Ethanol Output
MBA Refinance Index
China Imports Climbing
Understanding Cyclical And Secular Bear And Bull Markets
Treatise On The Definition Of Swaps
Central Banks Continue Buying Gold
Tightness In The Oil Market
Rail Traffic “Mixed” In August, Building-Related Commodities Were Up – From The Association Of American Railroads (AAR)
Meat Consumption In China Growing
The Overall Market Has Historically Been More Volatile Than Gold
If You Like To Buy Individual Corporate Bonds, Better Plan On Holding Them To Maturity Due To Low Volume
Swiss National Bank Reserves July 2012
China’s Soybean Imports Climbing
ISM Manufacturing Survey August 2012
Fiscal Discipline
Gary Schilling Speaks Out On The Negative Retail Sales Numbers
Platinum And Palladium Prices Likely To Fall
Ranchers Are Suffering Which Means Carnivores Will Be Paying Up In 12 Months…
China Imports Climbing
Groupon And Facebook Lose More Money Than All The Assets That Were Lost In All Gold Mutual Funds
The Danger Of Low Interest Rates
Fiscal Cliff Watch
Gold Winner
Brazil Industrial Production
S&P 500 Expected 10-Year Returns
Grain Prices Surge 50.0%
Maybe The Most Interesting Item From The Second Quarter: Berkshire Cut Its Exposure To Muni Risks
U.S. Consumer Credit Rating For June 2012
ISM Manufacturing Report
China Monetary Data—July 2012
U.S. Pension Managers Chasing Higher Returns Are Pouring Cash Into Speculative Borrowers
Worldwide Surge In Food Prices Possibly Coming: Ethanol Partially To Blame
LME Nickel And SHASHR* Index
Italy’s Excess
Global Inflation
4.4% Just Isn’t Enough For Traditional Balanced Portfolios
More Strongly Correlated Since June 15th: Gold And The U.S. Dollar
The UBS Swiss Bubble Index?
40.0% Of The Corn Crop Goes To Ethanol Production Gas Tanks > Stomachs?
Australian Gold Mining Companies Are Leaving Australia
Chinese Oil Demand Growing Despite Slower Growth Economy
Gold Exploration Slowing Down
Is Government Pension Plan Accounting Fraudulent?
Federal Reserve Warning – Farmland Prices
Coal Usage Down
Retail Sales Down Three Months In A Row: Recession Soon
South African Gold Field Production Continues To Decline
Even The Nobel Prize Foundation Can’t Meet Their Return Hurdles
Swap Dealers Are Long On Gold
Tough Statistics On The Change In Average Family Wealth During The 2008 Financial Crisis
Gold Talk
Housing Recovery?
India’s Gold ETF Holdings
College Courses Too Lengthy And Add No Value
College Education & Under 25 ≠ A Job
ECB Cuts Refinance Rate To 0.75% And Deposit Rate To 0.0%
PBOC Cuts Lending Rate To 6.00%
Buying Gold Cheap
China Deferring Coal & Iron Ore Cargos
Farmland Prices Rising
Are Equities Dead?
Central Banks Continue To Buy Gold
China Is Hoarding Crude
House REIT!
Middle Class Population Exodus In California
Gold Remains The Top Choice For A Safe Investment Among Individual Investors
The Breakeven Price For Exploring For Oil
The Importance Of The Cash Cost Of Gold
Irish Economic Data Shows Much Better Than Expected
Facebook – A Boom To The Divorce Industry
Rogers Not Buying Gold
Soros Buys SPDR Gold Trust
Berkshire Hathaway Betting On An Upturn In Housing Demand
As Natural Gas Production Grows And Prices Fall, U.S. Air Quality Is Getting Healthier…
The U.S. Government Increased Borrowing Costs
Wellington Is A Great, Employee Owned Asset Manager. They Just Closed Their High Yield Fund. Take Notice…
Investors Continue To Leave Equity Funds And Are Now Starting To Pull Back On Bond Funds, Especially High Yield
Cash Flows Out Of Equities
Is Gold Really In A Bubble? Not Judging By How Many Own It
Oil’s Forecasted Price
Japan’s Nuclear Shutdown
Investors Should Have At Least 9.0% Of Their Portfolio In China
Hyperinflation Watch—Euro Woes
Industrial Metals Concerns
First Quarter GDP Growth Revised Downward
Why China Will Continue To Grow - Part I
Why China Will Continue To Grow – Part II
Coal Stockpiles Are On The Rise
Central Banks Buying Gold Bullion
New Terminology: Grexit
China’s Infrastructure Spending Is Expected To Reaccelerate
The Pressure From Oil Demand
The First Short Sale
The Golden Age / Era
Energy And The Natural Resources Market
The Odds Of Winning The Lottery
Chinese Firm On Property Curbs
The First Short Sale
Enjoy Your New Greek Bonds… The New 10 Year Greek Bond Is Yielding 19.4%
Where “Venture Capital” Came From
Jones Creates First Hedge Fund
Event Driven Strategies
Most Invents ETFs
Delta Neutral
Gold And Silver Vending Machines
Gold Volatility
First Venture Capital Firms
U.S. Mint Gold And Silver Sales Rebounded
The Natural Gas Industry Loses A Friend
What’s a Swap?
A Plain Vanilla Swap
Swensen Originates First Swap
Explaining Derivatives
A Short History of the International Commerce Exchange
Problems In The PIIGS
Deutsche Bank Plans To Open Metals Vault
China’s Gold Dollar-Cost Averaging Plan
Why Tuition Has Skyrocketed At State Schools
Consumers Are Clipping Mad
Q4 Earnings Slowed Down Among Large Capitalization Stocks, But Small Caps Showed A Rebound
If This Occurs Than This Occurs
China Is The Gold Production King!
10.0% Plus Mortgages
Economic Data Points Continue To Tilt Toward Improvement
PIMCO’s New Defensive Strategy 2012
Higher Oil Prices
The IPO Market Remains Extremely Healthy Which Is A Strong Sign For U.S. Equity Markets
The Update On QE3
The Cost Of Pennies And Nickels Going Up
Britain’s Bold Plan To Offer 100-Year Gilts
China Keeps On Rolling
South African Gold Production Continues To Slide
Proof That You Are Never Too Old To Make $2 Billion In 7 Months
Where Is The Gold Held?
Gasoline Prices Skyrocket
Too Much Gold Held In The U.S.
Silver Prices Rising Again
The Stock Market in Presidential Election Years
Iraq's Oil Production Rising
Marie Swift Videos
Making Time To Market Your Business
Event Marketing Ideas
The Power Of Video
Using Social Media to Build Relationships
Automating Your Marketing Process
Social Media and Compliance
Generating New, Warm Leads Via The Internet
How To Cost Effectively Boost Your SEO
Tips and Strategies for Business Growth
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