Other Research

Bulletin (ad-hoc): Published as necessary, these strategy pieces contain in-depth analysis of current market conditions and prevalent themes.  They cover everything from oil prices to corporate earnings, provide historical context to current events in the market and are referenced around the financial world for the views and analysis expressed (sample 1, sample 2, & sample 3).

Overbought/Oversold (ad-hoc): The OB/OS report illustrates where a stock is trading relative to its 50-day moving average and theoretical highs and lows. Stocks that appear on the report are randomly generated from the S&P 500, S&P 400 and Nasdaq 100 in addition to the entire Dow Jones Industrial Average.

Strategy (ad-hoc): The Strategy piece is an in-depth analysis of current market conditions or themes we are seeing at the moment.

Topical Studies (ad-hoc): Book-length research studies of current topics in the market. Some of the more recent subjects include the move to decimals, market cycles, global pension reform, volatility, and the case against indexing.

"Books of" Series (ad-hoc): Data books that provide a complete in-depth and historical view of difference subjects, such as significant stock days, corporate finance, the Federal Reserve Board and market patterns.