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Top-down analysis of factors that influence the behavior of US domestic investors.US Domestic Investors: Opinion and analysis of factors that influence the behavior os US domestic investors, usually classified as ‘households’ in Federal Reserve flow of funds accounts.
Top-down analysis of factors that influence the behavior of foreign investors in US capital markets.Foreign Investors in US: Discussion of considerations that direct the actions of foreign investors in the American capital markets.
Top-down investment analysis: Stock BuybacksStock Buybacks: For over a generation, SEC Rule 10b-18 has given safe harbor to issuers wishing to manipulate stock prices upwards in order to give value to executive stock options. This has played a major role in the direction of equity prices and dividend policy, although many market participants are still unaware of the connection.
Top-down investment analysis: United States Securities and Exchange Commission (SEC)US SEC: Comments on the role of the United States Securities and Exchange Commission on regulating issuers and protecting investors.
Top-down investment analysis: Financial Market RegulatorsFinancial Market Regulators: Articles on financial market regulation in general.
Top-down analysis of effects of US politics on capital markets.US Politics: Opinion and analysis of political trends, with implications for investors, inflation, deflation, capitalism, and taxation.
Top-down analysis of effects of war on US capital markets.War: Discussion of international conflicts in which the US is or may be involved and implications on the stability of the dollar and the national economy.
Top-down investment strategy: US StocksUS Equities: Articles about the US equity markets, discussing who is buying, who is selling and trends that may effect these patterns.
Top-down portfolio strategy: US BondsUS Bonds: Essays on the various segments of US debt markets, such as government bonds, municipals, agency securities, corporate bonds, and various forms of mortgage securities.
Top-down investment strategy: DebtDebt: Opinion and analysis of debt markets in general.
Top-down investment strategy: EquityEquity: Essays on general aspects of equity markets from a capital flow analysis view point.
Top-down portfolio analysis: Real EstateReal Estate: Top-down analysis of real estate markets.

 

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2011-12-09 16:04