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The Markets' MessagePrint and share highlights from this months Wainwright research publications.
The Wainwright Publications List Publications List Survey our complete list of research publications to date for this year.
The Wainwright Report Card Report Card Review our predictions and the actual outcomes from the past years research.

 

The Markets Message
"Month by month, conventional indicators of inflation are inexorably shifting from highly benign to worrisome. Throughout this crisis, the only indicator that consistently gave the answer that is proving ultimately right was the price of gold."
Economic Barometer – 2/10
~ R. David Ranson, President
and Director of Research
H.C. Wainwright & Co. Economics

 
Play a brief audio introduction from R. David Ranson, President and Director of Research. Approximate runtime 3 minutes after download - broadband recommended.

Publication Highlights as of March 1, 2010

Get the stories behind the headlines here!
Market-Driven Tools for Asset Allocation  The Capitalist Perspective
In the 'closed' world economy, there are no imbalances
Popular economics harps on harmful "imbalances" of trade and capital flow among national economies. This is a political conception that obscures and mistakenly faults the economic process that is going on underneath. Read The Capitalist Perspective now without charge. [ Read ]
Market-Driven Tools for Asset Allocation  Interest-Rate Outlook
Industry selection in the high-yield bond market
With a 16-year history of returns from more than 35 sectors and sub-sectors of the high-yield bond market, it is possible to begin building a model to create "market forecasts" one year ahead. The first test produces a satisfactory result.
Market-Driven Tools for Asset Allocation  Equity-Market Outlook
How long will the market's rebound last?
Does the market's recovery have further to go? History suggests another 20 percent gain is likely in the coming year.
Market-Driven Tools for Asset Allocation  Strategic Asset Selector
Who "owns" the bullion in a precious-metal ETF?
The legal status of the bullion held by an ETF is surprisingly hard to pin down. Some of the gold in the GLD fund is undoubtedly a quantity that has been borrowed from central banks. The terms of these gold leases are undisclosed.
Market-Driven Tools for Asset Allocation  International Forecaster
Is it smart to buy dollars on favorable US economic news?
Many investors think that the dollar should be worth more when the US economy is stronger. Some even trade on this idea. But it doesn't work that way in practice.
Market-Driven Tools for Asset Allocation  Fixed-Income Barometer
Highlights:
The yield curve is likely to get even steeper. But we do not expect interest rates to rise dramatically this year despite rapid economic growth and continuing symptoms of inflation. The recent price "correction" in gold and other commodities is no more than an interruption in the inflationary trend.
Market-Driven Tools for Asset Allocation  Economic Barometer
Highlights:
Month by month, conventional indicators of inflation are inexorably shifting from highly benign to worrisome. Throughout this crisis, the only indicator that consistently gave the answer that is proving ultimately right was the price of gold.
Market-Driven Tools for Asset Allocation  Equity-Market Barometer
Highlights:
The market's pause and the dollar's rebound are both likely to be temporary. We expect 20 percent more from the equity market this year and further depreciation in the dollar, especially relative to commodities.
Market-Driven Tools for Asset Allocation  International Barometer
Highlights:
Foreign-exchange Value of the Dollar: Declining over the next couple of years.
Equity Markets:
Most favored - Argentina
Least favored - Hong Kong
Bond Markets:
Most favored - U.K.
Least favored - U.S.
Get the stories behind the headlines here!
Market Driven Tools for Asset Allocation

Wainwright in
the News
Wainwright in the news
bulletNew! David Ranson: Why the Recovery Will Be Robust— Wall Street Journal Online, January 31, 2010. Read
bulletNew! David Ranson and John Tamny on the John Batchelor Show — 77 WABC, January 29, 2010. Play
bulletNew! David Ranson with Laura Mandaro on Market Watch, January 19, 2010. Play
bullet David Ranson: The Economy Is Growing Faster Than You Think— Real Clear Markets, December 18, 2009. Read
bullet Simon Constable sources David Ranson: The Case for a V: Could 7% Growth Rates Return?— Wall Street Journal Online, December 10, 2009. Read
bullet David Ranson on protecting portfolios with gold with Jonathan Chevreau Part-2 — Financial Post of Canada, November 24, 2009. Play
bullet David Ranson discusses inflation with Jonathan Chevreau Part-1 — Financial Post of Canada, November 24, 2009. Play
bullet Laura Mandaro sources David Ranson: Bullion buyers see pot of gold in higher deficits — Market Watch, November 23, 2009. Read

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