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| Subject: capital flow analysis Capital Flow Analysis uses national flow of funds accounts to explain supply and demand in capital markets. The system was developed by John Oswin Schroy and published on the Center for Capital Flow Analysis in 2004. The goal is to forecast price trends for broad categories of securities, such as equities or bonds, over the medium and longer term. Capital Flow Analysis also refers to the study of national flow of funds accounts or similar statistics, but specifically the information regarding activities of issuers of securities and investors. Capital Flow Analysis is a technique, with axioms and methods. The purpose is to forecast general trends in securities markets. Capital Flow Analysis, is based on the assumption that longer-term trends in securities markets are not random, but are the result of capital flows that can be described and, to a certain degree, predicted. Capital Flow Analysis enhances Modern Portfolio Theory by ‘explaining’ price trends that would otherwise be unexplained. By combining Capital Flow Analysis and Modern Portfolio Theory, an investor may improve returns. Capital Flow Analysis bears some similarity to behavioral economics in that it departs from neoclassical economics assumptions regarding rational behavior. The CFA Irrationality Axiom resembles the ‘bounded rationality’ of behavioral economists. Capital Flow Analysis, however, is a practical technique rather than an economic theory. It is based on market observation rather than academic economics. US tax policy By John Schroy, on March 7th, 2010 |  8 comments  If we are to believe the old adage that, ‘people vote their pocketbooks’, why are so many of the Super-Rich ardent supporters of the Democratic Party? Why do the liberal Super-Rich seem to act in a way that is so contrary to their selfish interests and economic well-being? Here I show how capital flow analysis of the Federal Reserve flow of funds accounts provides an answer to this apparent conundrum. March 7th, 2010 | Print Article |  Email Article |  Topics: Al Gore, Barack Obama, Bonds, capital flow analysis, Communist Ideology, Constitutional Law, Democratic Party, demographics, Dianne Feinstein, Federal Reserve Bank, Franklin Roosevelt, Herb Kohl, Inflation, John J. Rockefeller, John Kerry, Jon Corzine, Karl Marx, Obamacare, Real Estate, Teresa Heinz Kerry, trade unions, unemployment, US taxation | Category: US Politics, featured | 8 comments |  Short urlEfficient Market Hypothesis By John Schroy, on June 27th, 2006 | Leave a comment  In an editorial published on June 27, 2006, Burton G. Malkiel joined with John C. Bogle of the Vanguard Group, to fight for “capitalization-weighted indexing” against the insurgency of Jeremy Siegel, Eugene Fama, Robert Arnott, and Kenneth French, proponents of a heretical notion of “fundamental-weighted indexing”. The first casualty in this war has been the Efficient Market Hypothesis, first nicked by Professor Siegel in his opening article. June 27th, 2006 | Print Article | Email Article | Topics: Burton Malkiel, capital flow analysis, efficient market hypothesis, Eugene Fama, index funds, Jeremy Siegel, John Bogle, Kenneth French, Long Term Capital Management, Robert Arnott, Vanguard Group, Wall Street Journal | Category: Economic Theory | Leave a comment | Short urlStock buybacks By John Schroy, on June 16th, 2006 | Leave a comment  In the 2005 Berkshire-Hathaway annual report, Warren Buffet points to the unethical aspects of the buyback-option schemes so common in the US stock market. He noted that “Too often, executive compensation in the US. is ridiculously out of line with performance. … the deck is stacked against investors when it comes to the CEO’s pay. … CEOs understand … that every dime paid out in dividends reduces the value of all outstanding options” June 16th, 2006 | Print Article | Email Article | Topics: Benjamin Graham, Berkshire Hathaway, capital flow analysis, common stock legend, dividends, executive stock options, Jeremy Siegel, Stock Buybacks, USA Today, Warren Buffett | Category: Stock Buybacks, featured | Leave a comment | Short urlFeatured articles on inside pages
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