The Age Curve Report February 2010
8 February, 2010
We are pleased to provide our subscribers with a copy of our February issue of the Age Curve Report.
Model Beacon Master Portfolio Performance
5 February, 2010
We compare monthly performance with our benchmark the S&P Global 100 ETF (IOO).
Model Beacon Master Portfolio Performance Update
5 February, 2010
The model Beacon Master Portfolio is showing a return of 70.9 percent, and represents a 54.7 percent outperformance over the S&P Global Index ETF (IOO) since our "Generational Opportunity" buy signal of December 5, 2008.
The U.S. Middle Class Still Has It Pretty Good.
5 February, 2010
Despite President Obama comments to the contrary.
Wow!
5 February, 2010
Only 14% of the Fortune 500 companies in 1959 were still on the list fifty years later in 2009.
Cars Sales will Continue to Surprise Long Term
4 February, 2010
U.S. auto sales were a little weaker than expected in January (Toyota's massive recall was a big factor), but they are still up at a 17 percent annualized rate from their low of last February.
Sony Surprise to the Upside
4 February, 2010
Sony Corp. on Thursday posted a much better-than-forecast profit in the October-December quarter and cut its full-year loss outlook, citing stronger sales and benefits of restructuring steps.
Historical Thought for the Day
4 February, 2010
Quote of the Day and what happened in today's financial past?
Toy Companies Demographically Well Placed?
3 February, 2010
More Revenue Surprises
3 February, 2010
This is good news and provides further evidence about the emerging demand of Generation Y.
Historical Thought for the Day
3 February, 2010
Quote of the Day and what happened in today's financial past?
Ford is Still Rolling Along
2 February, 2010
Today Ford reported a 25 percent jump in January U.S. sales, thanks in part to Toyota's sticky gas-pedal.
This is Where the Revenue Has Gone
2 February, 2010
Away from the Boomer and on to the next Generations.
Where Has All the Revenue Gone?
2 February, 2010
It is there, however you have to think out of the box to spot it.
Emerging Market ETF's
2 February, 2010
What percentage of global and international ETFs do they represent?
What happened today in 1987?
2 February, 2010
Templeton Emerging Markets Fund, the first portfolio of emerging markets stocks for retail investors, is launched.
Those Boots and Shoes Are Made for Walking
2 February, 2010
One of our favored "Super Stocks" for the next decade remains well placed to succeed.
Historical Thought for the Day
2 February, 2010
Quote of the Day and what happened in today's financial past?
Our Age Curve Weekly Focus
1 February, 2010
Your February 1st issue of the Age Curve Weekly Focus is now available. To download this report, please enter your user name and password in the Subscriber Login section of our website.
It’s Not the 1930s, It’s Not Even Close
1 February, 2010
The odds of repeating anything like the Great Depression are low and shrinking by the day.
Historical Thought for the Day
1 February, 2010
Quote of the Day and what happened in today's financial past?
Model Beacon Master Portfolio Performance Update
29 January, 2010
The model Beacon Master Portfolio is showing a return of 70.3 percent, and represents a 51.0 percent outperformance over the S&P Global Index ETF (IOO) since our "Generational Opportunity" buy signal of December 5, 2008.
Canadian Housing Recovery
29 January, 2010
Canadian house prices have returned to their peak of 2008.
U.S. GDP Expands at a 5.7% Rate
29 January, 2010
The U.S. economy surged at the end of 2009, a bigger-than-expected gain driven more by slower inventory liquidation than by consumer spending.
Historical Thought for the Day
29 January, 2010
Quote of the Day and what happened in today's financial past?
Revisiting the Nifty-Fifty
28 January, 2010
What lessons can we learn from the Nifty-Fifty era, and can we relate these to today's "generational opportunity?"
Which Way to Jump?
28 January, 2010
Kindle Demographics versus the iPad's
28 January, 2010
Demographics will play a key role in the growing success of the iPad and Kindle.
Best Selling Movies of All Time?
28 January, 2010
Adjusted for Inflation Avatar (no.26) doesn't make the top ten.
Sport Will Drive 3D Take Up
28 January, 2010
Soccer fans will be able to watch Arsenal's Premier League clash with Manchester United in 3D at nine specially selected pubs.
Predatory Marketing is Alive and Well
28 January, 2010
GM Moves very quickly in predatory marketing move against Toyota.
More Good News for Acorn Energy
28 January, 2010
President John Moore puts his money where is mouth is.
Historical Thought for the Day
28 January, 2010
Quote of the Day and what happened in today's financial past?
Doing What They Do Best: Spending Your Money
27 January, 2010
How can the U.S. Congress successfully negotiate an international treaty if it can't even negotiate a good deal on a hotel room, asks CBS News.
Top Priorities For 2010
27 January, 2010
Let's look at the latest poll data from Pew Research to see why the Democrats are losing their way.
Target Sees the Changing Demographic Landscape
27 January, 2010
Target is spending about $1 billion this year to remodel stores as part of a plan that outlines major initiatives for the next five to 10 years.
Tom Brokaw Reports: Boomers
26 January, 2010
Ken Gronbach to participate in Tom Brokaw latest ambitious project about the Baby Boomers.
Our Age Curve Weekly Focus
26 January, 2010
Your January 26th issue of the Age Curve Weekly Focus is now available. To download this report, please enter your user name and password in the Subscriber Login section of our website.
Consumer Confidence Hits News Recovery Highs
26 January, 2010
The Conference Board, said its index of consumer confidence increased to 55.9 in January.
China Continues to Wobble
26 January, 2010
Chinese shares continue to weaken amid ongoing worries about possible limits on bank lending.
Is Wall Mart Beginning to address its Demographic Problems?
26 January, 2010
The latest news that Wal-Mart plans to close stores and cut jobs is a start, but it has a long long way to go.
Historical Thought for the Day
26 January, 2010
Quote of the Day and what happened in today's financial past?
Focus on Stocks not the Market
25 January, 2010
Todays Investors should be focusing on stocks and not indices.
Beacon Asset Managers to Serve on Apple Earnings Panel
25 January, 2010
Financial Website Seeking Alpha kindly invited Beacon Asset Managers to serve on a live, interactive panel to discuss Apple's earnings upon their release this afternoon.
Historical Thought for the Day
25 January, 2010
Quote of the Day and what happened in today's financial past?
Will Apple Blow out Estimates Again?
24 January, 2010
All eyes will be on Apple tomorrow at 16.30 ET.
Our Age Curve Market 2010 Outlook
23 January, 2010
Don't miss our Age Curve 2010 Market and Decennial Outlook.
Resist Statist Urges
23 January, 2010
Has the American way of life—the vision of an increasingly prosperous future—become a dream of the past? Are we consigned to long-term stagnation and permanently diminished opportunities?
Model Beacon Master Portfolio Performance Update
22 January, 2010
The model Beacon Master Portfolio is showing a return of 72.8 percent, and represents a 50.8 percent outperformance over the S&P Global Index ETF (IOO) since our "Generational Opportunity" buy signal of December 5, 2008.
Survey Shows Investor Sentiment Highest Since 2007
22 January, 2010
You wouldn't know it by this week's returns....
The U.S Continues to Pull Away from Europe
22 January, 2010
Our New Age Curve Weekly Focus
22 January, 2010
We are pleased to provide you with a copy of our Age Curve Weekly Focus issue, which is our new subscriber's supplement to The Age Curve Report.
Historical Thought for the Day
22 January, 2010
Quote of the Day and what happened in today's financial past?
India versus China
21 January, 2010
Investors may continue to talk China up, but India silently outperforms.
The Private Sector Experience of the Current Cabinet
21 January, 2010
The Chart the Obama Administration Does Not Want you to See.
Chinese Slippery Slope of Hope?
21 January, 2010
Several Chinese banks had been asked to restrain their lending after proving to have inadequate capital reserves.
Historical Thought for the Day
21 January, 2010
Quote of the Day and what happened in today's financial past?
South Koreans Told to Go Home and Make Babies
20 January, 2010
South Korean government workers are being given an unusual instruction–go home and multiply. Why? Let's take a look.
HK Disneyland: A Thematic Black Hole?
20 January, 2010
Hong Kong Disneyland's net loss for the year ended Oct. 3 narrowed to HK$1.32 billion from HK$1.57 billion due to savings in financial and operating costs.
Historical Thought for the Day
20 January, 2010
Quote of the Day and what happened in today's financial past?
No Wonder the TV Model is not Working
19 January, 2010
Conan O'Brien is close to signing a nearly $40 million deal to walk away from his dream job of hosting NBC's "The Tonight Show."
Health Care the Sector Surprise for 2010?
19 January, 2010
Investors may be surprised to hear that Health Care has been the best performing sector since September.
What is Your Fund Manager's Investing Edge?
19 January, 2010
Most actively managed mutual funds underperform the market.
Women-Owned Businesses Key to Future U.S. Job Growth
19 January, 2010
If U.S.-based female-owned businesses were treated like a country, they would have the fifth largest GDP in the world.
Historical Thought for the Day
19 January, 2010
Quote of the Day and what happened in today's financial past?
Chicago "Fed" Symposium Predicts Strong Growth for 2010
18 January, 2010
A Chicago "Fed" symposium of more than 120 economists and analysts has forecasted a 2.5 percent economic expansion for 2010.
Harsh Reality of Renewable Energy
18 January, 2010
Ninety percent of U.S. electricity comes from the three "Nasties," and this is not going to change anytime soon.
Model Beacon Master Portfolio Performance Update
18 January, 2010
The model Beacon Master Portfolio is showing a return of 79.0 percent, and represents a 49.8 percent outperformance over the S&P Global Index ETF (IOO) since our "Generational Opportunity" buy signal of December 5, 2008.
Historical Thought for the Day
18 January, 2010
Quote of the Day and what happened in today's financial past?
Bare Escentuals Rises 40 Percent on Buy Out
15 January, 2010
One of our demographic retail plays, Bare Escentuals Inc., rose more than 40 percent in morning trading, on news that Japanese cosmetics giant Shiseido is acquiring the company for $1.7 billion.
You Can't Believe Everything you Read
15 January, 2010
Carpe Diem's Mark Perry shreds an academic article that claims women are given short-shrift in the U.S. education system.
A Growing Trend in Europe?
15 January, 2010
This week we saw the worst immigrant rioting ever seen in Italy.
When is an Apple a Day Enough?
14 January, 2010
Sony Perks Up as the Yen weakens
14 January, 2010
The break out upwards of Sony share price could indicate that Japan shares could be as surprise top performer this year.
Market Sentiment is Over-Believed but There is a Silver Cloud
14 January, 2010
December marked the fifth month in a row of outflows from stock mutual funds.
Western Lithium Picture Becomes Clearer
13 January, 2010
Byron Capital Markets Increases Target Price on Western Lithium to C$4.40.
Did you know?
13 January, 2010
Householders aged 35 to 44 spend how much more than the average household?
North Korean Money Troubles
12 January, 2010
Kim Jong Il's currency revaluation is on the verge of sparking hyperinflation.
Historical Thought for the Day
11 January, 2010
Quote of the Day and what happened in today's financial past?
Would you Open a Business in Detroit?
11 January, 2010
Detroit, long America's top economic and demographic basket case, seems to be experiencing a boom in entrepreneurial business start ups.
Nvida's New Tegra Chip
9 January, 2010
Will help usher in the age of tablet, a small computer with the power of a laptop but the mobility and energy efficiency of a wireless phone.
Model Beacon Master Portfolio Performance Update
8 January, 2010
The model Beacon Master Portfolio is showing a return of 79.0 percent, and represents a 49.9 percent outperformance over the S&P Global Index ETF (IOO) since our "Generational Opportunity" buy signal of December 5, 2008.
U.S. Manuafacturing is Fine
8 January, 2010
One of the claims that has been repeated by the nattering media so often that it has become true merely by virtue of repetition is that the US is losing its status as a great manufacturing power. Are they true?
The Problem with Chinese Consumption
8 January, 2010
How fast does consumption need to grow in China in order for a meaningful rebalancing to take place?
Next Week's Earnings of Note
8 January, 2010
Hard to believe, but a new earnings season is already upon us.
China's Population
8 January, 2010
The US Census Bureau released its latest projections on China's population and it makes for interesting reading.
Another Area for Sony to Fail?
8 January, 2010
With its once-revered electronics business flagging, Sony Corp. is placing a huge bet this year that 3-D technology will vault the company back into a leadership position in the living room.
On Line Sales Keep Growing
8 January, 2010
Online retailers are back in the game, with holiday sales coming in just short of 2007 levels.
Historical Thought for the Day
8 January, 2010
Quote of the Day and what happened in today's financial past?
Western Lithium Reaches for the Sky
7 January, 2010
An update on our "Need Excitement? Try Western Lithium" blog posted on Aug. 18,2009.
Sears Leads the Way
7 January, 2010
Sears shares up 15% premarket to $101.84, highest level in more than a year, as the retailer raised its fiscal 4Q earnings estimates.
December Retail Sales Top Expectations
7 January, 2010
Value-oriented retail stores lead the way in topping holiday sales estimates.
The Solution for State and Local Budgets
7 January, 2010
The solution is easy, but we need the will.
ESPN to Launch 3-D Sports Network
7 January, 2010
Sports broadcasting will enter a new dimension in 2010–the third dimension, as ESPN will unveil the industry's first 3-D network.
Byron Wien: Ten Surprises for 2010
6 January, 2010
Wise old Byron Wien was amazingly accurate last year with his economic predictions. Take a look at this year's batch.
Equity Market Strategists 2010 Predictions
6 January, 2010
All strategists are predicting gains, but the range between top and bottom is large.
Growing Trend of Deep Water Drilling
6 January, 2010
Big Oil never wanted to be here in 4,300 feet of water far out in the Gulf of Mexico, drilling through nearly five miles of rock.
Consumer Spending is Important, But There is a "But"
6 January, 2010
Consumer spending now accounts for 70 percent of GDP in the U.S. However, a large part of that is Health Care expenditures.
Model Beacon Master Portfolio Performance
5 January, 2010
We compare monthly performance with our benchmark the S&P Global 100 ETF (IOO).
Ford Continues to Drive Ever Higher
5 January, 2010
Note to self: Who needs Emerging Markets when you have Ford!
At Last, Good News For Detroit
5 January, 2010
Acres of vacant land are eyed for urban agriculture under an ambitious plan that aims to turn the struggling Rust Belt city into a green mecca.
Avatar Freight Train Continues to Roll around the Globe
5 January, 2010
Less than three weeks after "Avatar" hit theaters, the high-tech science fiction epic is already the most successful movie ever in Russia, with $55.5 million in box-office receipts.
A Warm Welcome to Nick Eberstadt
5 January, 2010
We are very happy to welcome on board the highly respected demographer Nick Eberstadt.
Apple News at Last!
4 January, 2010
Apple is set to announce a new multimedia tablet device later this month. The device will have a 10- to 11-inch screen and will ship in March.
Our Preferred Commodities for 2010: Grains
4 January, 2010
A further positive could be the 2010 growing season may be fraught with extremely hot conditions or drought in the gain belt in July and August, similar to that of the summer of 1988.
Green Technology just Shifts Dependence Elsewhere
4 January, 2010
Neodymium is one of 17 metals crucial to green technology. There’s only one snag – China produces 97% of the world’s supply. And they’re not selling.
How Do 2009 Real Returns Rank?
4 January, 2010
The real return on the DJIA for 2009 was 20.6%, ranking it 12th for annual returns over the last sixty years.
Independent Financial Advisors Continue to Gain Ground
4 January, 2010
The ranks of brokers at major Wall Street firms have been shrinking, along with those firms' share of the retail-investing market. At the same time, independent advisers are growing in number and market share.
Avatar Smashes All Records
4 January, 2010
Avatar has become the fastest movie ever to achieve $1bn in ticket sales around the world.
Model Beacon Master Portfolio Performance 2009 Review
1 January, 2010
The model Beacon Master Portfolio is showing a return of 72.6 percent, and represents a 46.3 percent outperformance over the S&P Global Index ETF (IOO) since our buy signal of December 5, 2008.
A Decade of Disappointment?
31 December, 2009
That would depend on whether you were a stock picker or an indexer.
Apple's iTablet or iSlate?
31 December, 2009
The introduction of a tablet device could add as much as 15 cents to Apple's fiscal 2010 earnings per share estimate.
Remember and Remember Well
31 December, 2009
The key lessons of 2009: beware of bears selling "End of the World is Near" books and it is never different this time
An Investment No Brainer: Body Scanners?
30 December, 2009
The growing trend for airport body scanners could provide a "Kindle" upside for L-3 Communications in 2010.
Some would Call it Progress
29 December, 2009
Nick Schulz at the Enterprise blog reports on the number of pages in various pieces of important U.S. legislation since the 1800s
Emerging Boom!
27 December, 2009
The recovery in many emerging markets in 2009 was remarkable, and China was well down the list.
Sentiment Continues to Advise Caution
18 December, 2009
This week's AAII survey of investor sentiment showed that 42.1% of respondents were bullish while only 28.4% were bearish (lowest since May 2008).
Merry Christmas and a Happy New Year to All
18 December, 2009
Wall Street Earnings Estimates
17 December, 2009
How well can Wall Street predict forward operating earnings?
Our December Investment Event Presentation
17 December, 2009
We continue to believe that a 'Generational Opportunity' lies over the hill rather an other 'Lost Decade'
Boston Beer Gives Festive Spirit
16 December, 2009
The strong winds of positive demographics help Boston Beer raise guidance.
Inflation is Not a Secular Worry
16 December, 2009
Many economists and analysts are getting more and more concerned about inflation.
Jim Rogers likes the Dollar?
16 December, 2009
While China's loading up on gold, Jim Rogers is at a standstill.
The Road to Recovery
15 December, 2009
The road to recovery continues with the S&P 500 up nearly 65 percent from the March lows and perhaps less commented is now only 29 percent off its all time highs of 2007.
Best Buy or Best Sell?
15 December, 2009
Strong unit sales of laptops, televisions and other electronics helped Best Buy post better-than-expected fiscal third-quarter earning.
Europe Marching to the Demographic Beat
15 December, 2009
we highlight consensus 2010 GDP growth estimates for 28 countries based on Bloomberg's survey of economists.
This Week's Earnings of Note
14 December, 2009
And yes, even a few more of note have yet to report....
Have You Bought the $8 Hamster?
14 December, 2009
Industry analysts and even retailers are hard-pressed to identify any must-have items beyond an $8 toy hamster.
Santa's Rally in Perspective
11 December, 2009
Santa Claus Rally does have strong historical support.
Are Japan and the Dollar Linked?
11 December, 2009
A strong rally in the Dollar should be a major plus for Japan.
Is Gold Last Year's "Oil Bubble?"
11 December, 2009
Will Avatar 'iPod' the Film Industry?
11 December, 2009
Market research shows mixed levels of interest among potential ticket buyers for the 3-D movie.
How Goes 2010?
10 December, 2009
So far, eight strategists have released their 2010 S&P 500 price targets.
Chinese Like Debt, Too
10 December, 2009
Credit card debt at least six months overdue rose 126.5% in China to $1.09 billion in the first three quarters of 2009.
The Next Bubble: The Looming Crisis in Books About the Financial Crisis
10 December, 2009
Some time soon the market is going to peak, perhaps as early as this month, and then there is a terrible crash ahead. Which market? The next bubble, of course: Books about the financial crisis.
The Age Curve Report: December Issue
10 December, 2009
We are pleased to inform you that the December issue of our Age Curve Report is ready for download.
This Week's Earnings of Note
7 December, 2009
Yes, a few more companies of note have yet to report their earnings.
Retailers: Better to Travel than Arrive
4 December, 2009
Recent monthly sales figures from Aeropostale and The Children's Place show the importance of this lesson.
Driven by the American Market, Mac Sales Outpacing PC Market
4 December, 2009
2010 will be a better year for the PC industry than 2009. And it will be even better for Apple.
IDC Predicts What's New for Tech in 2010
3 December, 2009
Release of Apple's tablet computer, competition for the "cloud," and IBM re-entering the computer networking business by acquiring Juniper Networks, are among the predictions for 2010 being made by IDC, a global technology consultant and research firm.
U.S. Sports Leagues Tapping Latino Market
30 November, 2009
In yet another indication of the growing power of the Hispanic demographic, U.S professional sports leagues are boosting their marketing efforts to attract potential fans from a relatively untapped base.
The Economy's Real Challenge
30 November, 2009
Is the current U.S. Cabinet's lack of prior private sector experience a threat to the free market?
Black Swan Warning and Sentiment Update
27 November, 2009
Are we heading into another "Black Swan" event?
Next Week's Earnings of Note
27 November, 2009
Earnings season is pretty much over, but a few financial leaves have yet to fall....
Dubai and the Price of Oil
27 November, 2009
The latest Dubai events should cap the price of oil over the next 12 months.
New Centers of Excellence?
25 November, 2009
The U.S. government's multibillion-dollar push into energy research is reinvigorating 17 giant U.S.-funded research facilities, from the Oak Ridge National Laboratory in Tennessee to the Lawrence Berkeley National Laboratory in California.
Saskatchewan Set to Pass Ontario on Wealth Meter
25 November, 2009
However its ownership of second place may be short lived?
How Do We Cure the U.S. Deficit?
24 November, 2009
Easy, hold up these four charts to the American public.
More Health-Care Lessons from India
24 November, 2009
India's $2,000 Open-Heart Surgery, Henry-Ford Style.
How I Got Well in India for $50
24 November, 2009
Cheap, fast and effective treatment in New Delhi reminds us of everything wrong with American healthcare.
U.S. Leading Indicators Rise for 7th Month to a 2 Year High
23 November, 2009
The Leading Economic Index (LEI) increased for the 7th straight month to 103.8, the highest level since the fall of 2007.
Share of World GDP 1969 to 2009
22 November, 2009
At least the U.S. share of World GDP is consistent.
Model Beacon Master Portfolio Performance Update
21 November, 2009
The markets consolidated their November gains over the week.
How to Ignore the Yes-Man in Your Head
20 November, 2009
Your own mind acts like a compulsive yes-man who echoes whatever you want to believe. Psychologists call this mental gremlin the "confirmation bias."
The Forgotten Coffee Play
20 November, 2009
J.M. Smucker Co., best known for its peanut butter and jelly, posted higher-than-expected quarterly results, driven by strong margins at its Folgers' coffee business, and raised its full-year profit outlook, sending its shares up 5 percent.
Next Week's Earnings of Note
20 November, 2009
Earnings season continues to wind down, but there are still a few notable companies yet to report.
Gap Looks Well Set Going Forward
20 November, 2009
After more than three years of dragging down Gap, Old Navy is starting to pull its own weight again.
Amazon's Kindle to Have Little Holiday Competition.
19 November, 2009
Two Amazon competitors vying for e-reader market share are having a tough time getting their products ready in time for the holidays.
Children's Place Retail Stores' Value Strategy is Working
19 November, 2009
Promotions and tighter cost controls helped Children's Place Retail Stores beat the market's recently raised estimates by a penny.
A Book for Christmas?
19 November, 2009
We strongly recomend Brian Wesbury's new book, "It's Not as Bad as You Think."
The Most Corrupt Countries in the World Are?
19 November, 2009
Every year Transparency International ranks 180 countries to create its corruption index. Find out how each nation does.
Market Sentiment Update
18 November, 2009
Sentiment remains high as the Bulls continue to climb the "Worry Wall."
Farmers will be driving the Maseratis of the Future
18 November, 2009
When anyone asks Jim Rogers for his best advice nowadays, he says "become a farmer."
Monster Rally Update
18 November, 2009
So far the Dow Jones has gained 59.4 percent over 253 days since the March lows. This equates to an annualized gain of 96 percent. How does this compare with previous ones?
Nu Skin Raises Guidance
17 November, 2009
In advance of today's annual investor day, Nu Skin Enterprises, Inc. (NUS) increased fourth quarter and 2009 revenue and earnings per share guidance, and announced guidance for 2010.
A Quicksilver Buying Opportunity Approaching?
17 November, 2009
We are on the lookout for a buying opportunity in Quicksilver when it releases results in mid December.
Short Term Profits in Gold?
17 November, 2009
Gold sentiment has now climbed into the excessive bracket.
Chart of the Day!
17 November, 2009
This chart puts the current market rally into historical perspective.
Pacific Sunwear of California
17 November, 2009
Company reported Q3 results ahead of expectations, but uncertain forecast for Q4 and beyond pummels the stock.
S&P 500 Operating Cash Flows Strong
17 November, 2009
Operating cash flows are higher than before the recession began.
Willamette Valley Vineyards Posts Healthy Rise in Profits
16 November, 2009
Williamette Valley Vineyards did not disappoint in delivering a near 8 percent rise in sales.
U.S. Earnings Are Strong, But Not Sales
16 November, 2009
With nearly all of the companies in the Standard & Poor's 500-stock index reporting their numbers, 80% did better than Wall Street analysts anticipated, according to Thomson Reuters. That's up from 73% last quarter, which tied the previous record.
Earnings Season Winds Down
16 November, 2009
Earnings season is winding down as most of the big names have reported, but there are still plenty of interesting companies that have yet to report.
Canada to Become Stagnant?
16 November, 2009
A new report published by the TD Bank says Canada is headed for a decade of stagnant growth that will test the budgets of Canadian households and governments alike.
Census Will Help Show Latinos' Power
13 November, 2009
From an economic standpoint, the nation's 47 million Latinos will look to the 2010 U.S. Census to bring validity to a buying power that stands at $1 trillion annually and growing.
Demographics, Innovation Should Drive Skyworks' Revenues Higher
13 November, 2009
While tech growth is relatively stagnant when compared to the last decade, wireless tech, and in particular cell phones, are still experiencing robust growth, which should bode well for Skyworks Solutions.
November's Age Curve Report
12 November, 2009
We are pleased to inform you that the November issue of The Age Curve Report has been published.
Market Sentiment Update
12 November, 2009
The battle is between the pessimistic public and the "Investment World."
Global Stock Market Performance Year to Date
10 November, 2009
71 out of 82 countries are positive for the year.
Model Beacon Master Portfolio Review
9 November, 2009
The markets continue to climb the "Wall of Worry."
Skyworks Solutions Heads Skyward
6 November, 2009
One of favorite technology companies gets a lift from positive demographics.
K12 Beats Analyst Expectations
6 November, 2009
The company also issued earnings guidance for next quarter that is above current analyst expectations.
Demographics Drive Boston Beer Ever Higher
6 November, 2009
American Generations taste for Micro Beer will only increase and Boston Beer is the main beneficiary.
The Prosperity Index
6 November, 2009
Which country heads up the Global Prosperity Index. It may surprise you and a hint it is not China
The Media's Love of the "Great Depression II"
6 November, 2009
“What Happened to the 'Depression'?: Despite the rhetoric from Washington, we were never close to 25 percent Unemployment.”
Coffee Anyone?
6 November, 2009
Starbucks Corp. reported Thursday that its fiscal fourth-quarter profit jumped on lower operating costs as well as improving traffic at the company's stores.
Comparing India and China
5 November, 2009
Comparing the relative strengths of India and China is a time-honoured parlour game. Which nation can grow faster? Which will be the more important power in the 21st century? Which one has a better model for growth?
Children's Place Tops Estimates
5 November, 2009
Children's Place Retail Stores topped estimates as the retailer gained favor with thrifty shoppers.
October Retail Sales Continue to Improve
5 November, 2009
Investors took profits in teenage retailers and recycled the profits into other areas, in particular children's wear, gardening, pets and footwear.
The "New Economy" and the Hot Canadian Housing Market
5 November, 2009
Saskatoon recently became a more expensive city in which to buy a house than any city in the U.S. outside of the Pacific Coast, New York City and Boston.
Japan Piles on More Debt (Part 2)
5 November, 2009
Ambrose Evans-Pritchard of the Daily Telegraph explains why It is Japan we should be worrying about, not America.
Whole Foods Markets Only Meets Raised Expectations
4 November, 2009
We believe that this needed pullback in the share price provides an excellent long-term buying opportunity, on the belief that the economy will continue to improve in 2010 and consumers will continue to trend toward organic food.
The Easiest Money in Gold's Rally is Now Behind Us
4 November, 2009
Contrarian analysts are not sure what to make of gold's latest surge to an all-time record high.
Japan Piles on More Debt
4 November, 2009
Japan's public debt as percentage of annual gross domestic product is already around 200 percent, according to International Monetary Fund estimates.
Farming Demographics Present an Opportunity
4 November, 2009
We advise Generation Y to opt for a farm degree rather than an MBA, if they want to make serious money.
Historical Thought for the Day
4 November, 2009
Coal Could Be Interesting Way To Play Buffett's BNI Buyout
3 November, 2009
Apple Pitches $30-per-Month iTunes TV Subscriptions
3 November, 2009
Will this be tied to the release of Apple's e-book reader?
Buffet's Vote of Confidence
3 November, 2009
Berkshire Hathaway will acquire its unowned stake of a railroad in a cash-and-stock deal worth $34 billion
Road to Recovery
3 November, 2009
The current rally is compared individually to previous recovery rallies.
Demographics Drives Nu Skin's Results Ever Higher
2 November, 2009
"We are really pleased with accelerated growth on both the top and bottom line," said Truman Hunt, president and chief executive officer.
Japan is the Worry, Not the U.S.
2 November, 2009
Their bubbles may have been similar, however going forward there are very important differences.
The Market Rally in a Historical Perspective
2 November, 2009
We compare the current rallies in the U.S. and the UK to previous recovery rallies.
The Coming Population Bust
2 November, 2009
Scott Granis of Calafia Beach Pundit's provides thoughts on The Economist's recent article on population trends.
Go Forth and Multiply a lot Less
2 November, 2009
The Economist looks at the amazing decline in worldwide fertility rates.
Swine Flu to Hit Christmas Sales?
2 November, 2009
Swine flu fears left many children indoors on the spookiest night of the year.
Market Performances Since March and July 2009 Lows
30 October, 2009
The performances and rankings may surprise you
Do You Know the Cost of an iPhone in China?
30 October, 2009
The high price for iPhones in China will test the appetite for Apple.
Nintendo Hitting A Demographic Wall?
30 October, 2009
Nintendo Co. said Friday it was caught off guard by how quickly the market for its Wii videogame machine slowed down.
The World's 20 Most Valuable Internet Startups
30 October, 2009
Facebook tops the list again with a valuation of $6.5 billion.
Britain Needs to Renew its Love for Latin America
29 October, 2009
Britain needs to refocus its blinded attention away from the Far East and back to Latin America.
The Lost Decade of Investing
29 October, 2009
Ten years ago brokers told us to expect an average gain of 7 percent annually for our buy-and-hold stock portfolios and steady 5 percent gains for our real estate investments.
The Demographics of GDP
29 October, 2009
Without the consumer there would be very little U.S. growth
Paul Tudor Jones Loves Gold
29 October, 2009
The world, according to Paul Tudor Jones, is looking more and more like the 1970s every day.
Demographics of Facebook and Twitter
29 October, 2009
Demographically Facebook holds the high ground, however....
Curry Spice "Kills Cancer Cells"
28 October, 2009
An extract found in the bright yellow curry spice turmeric can kill off cancer cells, scientists have shown.
When Does the Price of Oil Become a Problem?
27 October, 2009
There are no magic numbers, but a sustained move above $85 would act as a considerable brake on the recovery.
Iceland's Other Important Message
27 October, 2009
Europhiles are off course in making so much about McDonald's decision to close its restaurants in Iceland.
McDonald's Pulls out of Iceland
27 October, 2009
Do demographics support McDonald's decision to pull out of Iceland?
Top 10 paradoxes of Warren Buffett
27 October, 2009
There's more to the billionaire investor than meets the eye.
Not More Lessons From Japan?
27 October, 2009
U.S. Risks Japan-Like "Lost Decade," according to Richard Koo of Nomura Research.
Market Sentiment Update
26 October, 2009
Model Beacon Master Portfolio Performance Review
26 October, 2009
Warren Buffett: Crisis, What Crisis?
26 October, 2009
The world's greatest investor is weathering the financial crisis by practicing what he preaches.
Warren Buffett's Words of Wisdom
26 October, 2009
Warren Buffett's words of wisdom, or "Buffettisms," are treasured by many as elixirs of truth. Here is a selection.
Death Industry Recovery Should Pause, Then Revive in 2013
23 October, 2009
"Nothing can be said to be certain except death and taxes...."
Are Higher Oil Prices a Threat?
23 October, 2009
Crude oil is in the spotlight again, as its price climbs above $80 a barrel.
The Chipotle Growth Story Continues
23 October, 2009
Our favoured restaurant Chipotle Mexican Grill posted a better-than-expected quarterly profit.
More Bad News from Wal-Mart?
23 October, 2009
Is Wal-Mart preparing the market for bad Q3 numbers on November the 12th?
Amazon Revenue Surges 28% to $5.45 Billion
23 October, 2009
Shares of Amazon rose nearly 15 percent in after-hours trading.
A Gutenburg Moment
23 October, 2009
In 1439 the Gutenburg printing press changed the world forever in the way books were published and read.
Japan's "Lost Decade:" is the U.S. Next?
22 October, 2009
Demographics suggest that there is more chance of Japan entering into a "Lost Decade 2'' than the U.S.
Why are We Really Fighting in Afghanistan?
22 October, 2009
More Russians die annually from Afghan drugs than Soviet soldiers were killed during its Afghan conflict.
The Galleon Mess
22 October, 2009
The case against Raj Rajaratnam, the founder of Galleon Group, is shaping up to be the insider trading scandal of this decade.
Hispanic Immigrants Could be Answer to Health Care Costs
22 October, 2009
Ken Gronbach weighs in on the health care debate with a potential solution.
The World Wide Recession is a Thing of the Past
21 October, 2009
It's hard to believe that about 230 days ago the world thought it was at the end.
Is Apple still Cheap?
21 October, 2009
The Demographics of Innovation
21 October, 2009
The demographics of innovation have become older since the 1900's
Entrepreneur Activity by Race and Birth
21 October, 2009
The Kauffman Index of Entrepreneurial Activity findings may surprise you.
Interested in Maps of Job Gains or Losses?
20 October, 2009
A new service form MITACS shows monthly job losses and job gains for the largest U.S and Canadian metro areas.
Coming Boom of American Entrepreneurs?
20 October, 2009
The U.S. may be on the cusp of boom in entrepreneurs, not in spite of it's aging population, but because of it.
Nu Skin Earnings Beat Estimates, Shares Keep Soaring
20 October, 2009
Nu Skin Enterprises Inc., one of our favorite demographic plays, pre-announced earnings this morning, giving the shares even more impetus to continue their climb.
Immigrants Fill the Population Gap for N. America, Australia
20 October, 2009
North America and Australia have been most successful in welcoming immigrants.
Water Favors the Americas
20 October, 2009
The projected global water scarcity map shows why we favor the Americas.
Canada's Population Density
19 October, 2009
The bulge around Toronto and Montreal is not surprising.
Google Trends
19 October, 2009
We use Google Trends to compare Baby Boomers, Generation X, and Generation Y.
Model Beacon Master Portfolio Performance
19 October, 2009
Weekly Market Performance Review
19 October, 2009
Energy and Emerging Markets lead last weeks performance returns.
Dollar: Under or Over Valued?
19 October, 2009
The Chinese may complain about the U.S. government budget deficit, but they are strangely quite when it comes to the overvaluation of the Yuan.
Earnings Season has Record-Breaking Start
16 October, 2009
Earnings season has started off so well you would think Christmas has come early.
Will this be a Jobless Recovery?
16 October, 2009
The U.S. Unemployment rate has traditionally peaked sometime around the time the real GDP growth rate stays consistently above 3 percent.
The Power of the Bull
16 October, 2009
In the following table we have annualized this years returns and compare it with previous bulls since 1900.
Next Week's Earnings of Note
16 October, 2009
This past week saw earnings to the upside by Intel, Goldman Sachs and Google; and to the downside by General Electric and Bank of America. Which companies will move the markets next week?
The Economic Recovery is Well Underway
15 October, 2009
Brian Wesbury points out that when it comes to the economy and financial markets, good news has outweighed bad news in 2009.
Is Sentiment High or Not?
15 October, 2009
The net outflow for the month of September from domestic equity open-end mutual funds was $11 billion–the biggest monthly outflow since March, the month in which the bear market hit bottom.
Average US Household Size Declines to 2.6
14 October, 2009
The new report, “America’s Families and Living Arrangements: 2007,” found that nearly a quarter of all married-couple families in the U.S. have a stay-at-home mother.
Are Latinos Changing the U.S. Consumer?
14 October, 2009
Baby Boomers in 50s Among Least Happy Americans
14 October, 2009
How Goes the Road Map?
13 October, 2009
Intel Beats!
13 October, 2009
Positive earnings from Intel boosts the shares in after hours trading.
Economic Recovery "Unstoppable!"
13 October, 2009
Economic Cycle Research Institute states the risk of a "Double Dip" is very low.
Our New 3 Beacon Blog Buttons
13 October, 2009
We have added a few new buttons for you to play with.
Satisfaction Score for Top Smartphones
13 October, 2009
iPhone is undisputed leader in customer satisfaction, loyalty.
The U.S. Dollar: Cheap or Dying?
13 October, 2009
A look at the purchasing power parity of the trade-weighted U.S. Dollar.
The Real Killer During the Depression
13 October, 2009
Let's hope President Obama is a student of history.
Sweden's Organic Food Sales Unaffected by Recession
13 October, 2009
Sweden's organic food sales support the strong U.S. numbers.
The Age Curve Report: October Issue
13 October, 2009
We have just published our October Report and it is ready for download at our 3 Beacon Blog news report archive or at the following link.
Happy Canadian Thanksgiving
12 October, 2009
Over Population?
11 October, 2009
Imminent population doom has been declared again. But don't worry, neo-Malthusian predictions of overpopulation are wrong.
Demographic Profile of Emerging Economies
10 October, 2009
These charts from BCA Research may surprise you.
The OTHER Economic Crisis
9 October, 2009
We were asked our views on Washington's Blog's recent article, "The OTHER Economic Crisis."
U.K. Population Density
9 October, 2009
The map of Britain is marked by a swollen mass in London and the south east
The State of U.K. Housing
9 October, 2009
Media headlines of 'U.K. house prices to fall a further 17 percent' are to sell papers rather than inform.
Not Bing but Bong
9 October, 2009
Microsoft’s renewed assault on Google’s domination of internet searches does not appear to be paying off
U.S Population Density
9 October, 2009
Have you ever wondered what a map of the U.S by population density would look like?
The U.K. Binge Drinking Culture
8 October, 2009
The Conservative Party wants to tax the problem. The solution is much simpler, and given time, will sort itself out.
Hedge Fund's September Scorecard
8 October, 2009
Hedge funds slightly lagged equity markets in September.
Windows 7 Attracts Further Favorable Reviews
8 October, 2009
Microsoft's New Operating System Is Good Enough to Erase Bad Memories of Vista.
Market Sentiment Update
8 October, 2009
Retailer's September Sales Meet and Surpass Expectations in Many Cases
8 October, 2009
Our favored demographic retail stocks continue to surprise to the upside.
Aeropostal Raises Guidance
8 October, 2009
Our key indicator of Generation Y spending raises earnings guidance.
Jump in U.K. Confidence
8 October, 2009
The jump in confidence reaffirms U.K.'s economic recovery, but what does it mean for the FTSE 100?
World Market Watch
8 October, 2009
Among the companies whose shares are expected to see active trade in Thursday's following results are PepsiCo Inc., Marriott International Inc. and International Speedway Corp.
Does Kindle Hate Canada?
7 October, 2009
it will be available in more than 100 countries, including Bolivia and the Democratic Republic of Congo, it will not be available in Canada.
No Amount of "Reset" Can Avert the Looming Russian Disaster
7 October, 2009
Its stock market has been supported this year by a recovering oil price, but it’s important to remember how Russia continues to disinvest in its own people.
Costco, a Marker for Better Times?
7 October, 2009
Costco Wholesale Corporation, the fifth largest general retailer in the U.S., today reported better than expected fourth quarter fiscal 2009 results
When will the Recession's End be Official?
7 October, 2009
Goldman Analyst Upgrades
7 October, 2009
While we would not fault analysts for changing their opinion, we do have to wonder.
Kindle Goes Global
7 October, 2009
Kindle will now be sold in 100 other counties other than the United States.
Latvian Woes
7 October, 2009
Given its poor demographic landscape, this had to happen at some point.
World Market Watch
7 October, 2009
The U.S. results season began on a positive not with upside surprises from Costco and Yum Brands.
Will Christmas be Cancelled this Year?
6 October, 2009
Having failed to see the recession's end, the "Nattering Nabobs of Negativity" are already sharpening their pencils to predict a poor Christmas season.
U.S. Manufacturing is Stronger than You Think
6 October, 2009
If the U.S. manufacturing sector were a separate country it would be the world's fifth-largest economy (behind the rest of the U.S., Japan, China and Germany).
A Growing Trend?
6 October, 2009
U.K. shadow Chancellor George Osborne has outlined plans to raise the state pension age for men to 66 by 2016, up to 10 years earlier than planned.
World Market Watch
6 October, 2009
Stock futures pointed to another day of gains on Tuesday as traders await the start of earnings season.
Google Trends: Windows 7
6 October, 2009
Google Trends shows that internet searches for info on Microsoft Windows 7 are at a 12 month high.
Value is the New Black
6 October, 2009
New research supports our belief that Generation Y will be very "Value" conscious.
Is "Microstuck" Becoming Unstuck?
5 October, 2009
Will the launch of Windows 7 unstick "Microstuck?"
"Revenue" Season is Two Days Away
5 October, 2009
The third quarter earning's season begins with Alcoa on Wednesday. Revenue growth is the key.
Are the Two Connected?
5 October, 2009
Goldman's issue a positive outlook on the U.S. banking sector and a Saudi Prince wants the U.S. Government to sell its 34 percent stake. Linked....
Best Buy Marketing Seems Based on "Hope This Works"
5 October, 2009
Best Buy is going after Generation Y with a holiday marketing strategy that utilizes the web and Twitter. We like the company but have our doubts about being able to Twitter up increased sales.
World Market Watch
5 October, 2009
Goldman's upgrading of the banking sector, should ensure a firmer opening, after last weeks sell off.
Model Beacon Master Portfolio Performance Review
2 October, 2009
Heading to Rio? – Keep Clear of the Favelas!
2 October, 2009
Brazil took a major step toward becoming a developed country today by winning its bid to host the 2016 Olympics. However, the country sill needs to take care of some housecleaning.
Support Appears to Drop for Abortion Rights
2 October, 2009
A new poll suggests that support for abortion may have declined, with the public almost evenly divided over the issue.
The Gender Wage Gap
2 October, 2009
The Census Bureau in September released updated state data on the gap between women's and men's earnings.
Nu Skin Rises on Earnings and Revenues Upgrade
2 October, 2009
Its anti-aging products are significant growth drivers within the global skin care market, given an aging worldwide population.
September Finally Rewarded us for our Caution
2 October, 2009
In less than two trading days, the S&P 500 erased all of its gains from September.
World Market Watch
2 October, 2009
The September jobs report did pleasing the stock market this morning.
Sentiment Update
1 October, 2009
We continue to march to a cautious tune during our time window of potential market weakness.
Demographic Snapshot: Vietnam
1 October, 2009
Women - The New Power Demographic
1 October, 2009
Canada's Improving Property Market
1 October, 2009
The latest figures show the largest cumulative three-month increase in about two years.
World Market Watch
1 October, 2009
U.S. stocks futures are indicating a lower open Thursday as investors paused for breath ahead of a flood of economic data.
The UK's "B" problem?
1 October, 2009
For once "B" is not Brown, but he must share some of the blame.
Baby Booms During Economic Busts?
1 October, 2009
The debate continues on whether economic busts give you baby booms or busts.
Is the Writing on the Great Wall?
1 October, 2009
After leading the BRIC countries in year-to-date performance by a wide margin a few months ago, China now lags behind the pack.
The Best Quarter Since 1998
1 October, 2009
The stock market continued to confound the skeptics in the third quarter, ending near its highs for the year with many of the riskiest stocks leading the charge.
What is the Cost of Doing Nothing?
30 September, 2009
The Business Roundtable Turns the health care reform debate around by asking "what is the cost of doing nothing?"
World Market Watch
30 September, 2009
Stock futures surrendered some of Wednesday morning's early gains after a report showed slightly deeper-than-expected job losses in the private sector last month.
U.S. Housing Recovery Update
30 September, 2009
Which city is showing the largest recovery gain from the 2009 housing low. It may surprise you.
The Next Hot Youth Magnet Cities?
30 September, 2009
Predicting cities that will emerge as post-recession meccas for the young is easy to argue about, but impossible to forecast empirically. The Wall Street Journal has tried.
Demographic Snapshot: Nova Scotia
30 September, 2009
Nova Scotia has the highest proportion of seniors (15.4%) in the country and, in fact, is the first Canadian province or territory to have more seniors than youth.
Performance from the March and July lows
29 September, 2009
We look at the index and sector performances from the March and July 2009 lows. They may surprise you.
World Market Watch
29 September, 2009
U.S. stock futures were slightly lower, as caution returned to the market following the previous session's low volume merger-fueled rally.
Derivatives Update
29 September, 2009
Total derivative notionals are now at an all time high of $203.5 trillion versus U.S. GDP of 14.3 trillion.
Demographics and Emerging Market Buy-Outs?
28 September, 2009
Demographics will become very important in deciding on business succession issues in emerging market countries.
Where People are Born and Die in the U.S.
28 September, 2009
West Virginia leads the nation in deaths. Utah leads it in births.
Teacher Pay Around the World
28 September, 2009
Comparing each country’s teacher salaries to the wealth of that country makes U.S. educational salaries appear lower.
Pittsburgh's Demographic Landscape
28 September, 2009
World Market Watch
28 September, 2009
Stock futures pointed toward a higher open on Monday after the market's worst week since early July.
Pittsburgh's GDP
28 September, 2009
Which economy is bigger the metropolitan area of Pittsburgh or Kuwait?
Is the Cult of the Fund Manager Over?
28 September, 2009
It seems that at Fidelity and Putnam analysts are getting back to doing what they do best.
Insiders Selling?
28 September, 2009
Insiders selling has increased since the summer, but it has to give a sell signal similar to 2007.
Model Beacon Master Portfolio Performance Review
25 September, 2009
Worse than the 1980s?
25 September, 2009
We are not even anywhere close to those dire economic conditions.
Consumer Confidence: Largest Six-Month Gain in 15 Years
25 September, 2009
U.S. consumer sentiment rose in late September to the highest since January 2008.
Demographic Snapshot: Canada
25 September, 2009
Today we highlight the demographic landscape of Canada, which looks in better shape demographically than many of its developed economic partners.
Canada's Next Baby Boom?
25 September, 2009
Canadian women give birth to 367,864 babies in 2007, up year-over-year 3.7 percent and the fastest annual increase in two decades.
Rethinking Stocks?
25 September, 2009
Jim O'Shaughessy has produced some interesting research following the Wall Street Journal's article "Rethinking Stocks"
Pittsburgh: A Model for the Future?
24 September, 2009
Pittsburgh’s journey from a symbol of urban decay to a high-tech and health-services center may offer some lessons of hope.
Another Nail in Oil's Coffin?
24 September, 2009
With oil inventories well above average, it remains to be seen what the driver for higher oil will be in the coming months.
Market and Gold Sentiment Update
24 September, 2009
New Oil Discoveries Continue Apace
24 September, 2009
Despite the increased focus on alternative energies, new oil continues to be discovered, primarily driven by new exploration technology.
President Obama's Cooling Problems
23 September, 2009
If President Obama thought he had problems with Health Care legislation, Climate Change legislation seems equally troublesome.
Demographic Snapshot Summary
23 September, 2009
Here we summarize and compare previously reviewed countries.
Demographic Snapshot: France
23 September, 2009
Today we highlight the demographic landscape of France, that looks in better shape demographically than many of its European partners.
U.S. Oil Efficiency is Much Better than you Think
23 September, 2009
It will be very difficult for the U.S. to increase its energy efficiency as much in the next 20 years as it did in the past 20 years.
It’s a Numbers Game: An Inteview with Ken Gronbach
22 September, 2009
Retail Prophet had a chance this week to interview Ken Gronbach, author of The Age Curve, and ask his opinion on the changing demographic landscape.
Children's Place Versus Gymboree
22 September, 2009
In March Children's Place was considered by many as the recession retailer of choice over higher margin Gymboree.
Top 10 Retail Web Sites
22 September, 2009
Apple's absence from the Top 10 Retail Web Site list surprised us.
Percentage Declines from 2007/08 Highs
22 September, 2009
While many Blogs talk about the wonderful returns since March, let's look at the current declines from the 2007/08 highs.
Another Victory for Charter Schools
22 September, 2009
Further research supports the benefits of Charter Schools.
Amazon: Wal-Mart of the Web Part 2
22 September, 2009
Amazon is shaking up retailers, both big rivals and small independent stores, as it speeds its way beyond books toward its goal of becoming a Web-sized general store.
Dan Brown Book Selling Better on Kindle than Hardcover?
21 September, 2009
Best-selling author Dan Brown's latest novel, "The Lost Symbol" is apparently selling better on the Kindle e-reader than in hardcover on Amazon.com.
Kindel's Demographics
21 September, 2009
Research shows that more 60-year-olds reported owning the Kindle than any other age, with 59-year-olds coming in a close second.
Sentiment Backs the Dollar
21 September, 2009
Waiting for 'Demandot'
21 September, 2009
Demand is missing only because economists are looking in the wrong corners.
Inflation is Not a Worry
21 September, 2009
The TIP bond markets 10 year expectation of inflation is now around 1.75 percent. What gives?
Consumer Staples and Emerging Markets
21 September, 2009
Are consumer staples losing their "Stapleness?"
Today's Rally in Perspective
21 September, 2009
Beacon Securities 19th Annual Investment Seminar
18 September, 2009
Our parent company, Beacon Securities Ltd., hosted its 19th annual investment seminar this week, at which speakers projected an optimistic outlook on the economy.
Performance from the March 2009 Lows: Wow!
18 September, 2009
Performances from the March lows have been remarkable.
Baltic Index Weakness?
18 September, 2009
Is the downturn in the Baltic Index a sign of future emerging market relative weakness or a pause before it goes higher?
Demographic Snapshot: Ireland
17 September, 2009
Irish peak births in 1981 give country strong consumer spending cycle up to year 2021.
Market and Sentiment Update
16 September, 2009
Markets continue to climb the 'Wall of Worry' to new post recovery highs.
The Big Mac Currency Index
16 September, 2009
Burgernomics points to uncompetitive currencies in continental Europe.
U.S. Retail Sales Rose a Seasonally Adjusted 2.7% in August
15 September, 2009
Is a better than expected holiday sales season beginning to appear?
Corporate Bonds Remain Attractive
15 September, 2009
Corporate bond spreads remain very attractive despite the strong returns since March.
A Generational Walk for England and Wales
15 September, 2009
Where is the current consumer sweet spot in England and Wales?
Generational Opportunity Knocks!
15 September, 2009
Despite our short term caution we continue to back the "Generational" buying opportunity in equities.
Sentiment for Gold Continues to Improve
15 September, 2009
Sentiment towards Gold has improved rapidly since the August lows.
The Road to Recovery
14 September, 2009
This chart shifts the point of alignment from pre-bear highs to the bear lows.
Four Bad Bear Markets Compared
14 September, 2009
We continue to break away from "Doomster" road maps.
The iShares MSCI Pacific ex-Japan Index ETF
14 September, 2009
Investors should expect profit taking in the coming months.
Plus ça Change, Plus C'est la Même Chose
14 September, 2009
One year on, more attention still paid to collapse rather than subsequent recovery.
Its Better to Travel than Arrive
14 September, 2009
The worst possible time for most major stock markets is when the economy is in “high-growth” mode.
Stock Picking is Still Important
13 September, 2009
How have the companies in the Dow Jones fared in the eight years since 9/11?
The Age Curve Report: September Issue
13 September, 2009
We have just published our September Report and and it is ready for download at our 3 Beacon Blog news report archive.
The St. Andrews Pilgrim Foundation
13 September, 2009
Congratulations to everyone who supported this worthy cause.
What are We Watching?
12 September, 2009
Oil, U.S. Dollar and the Financial and Consumer Discretionary sector relative to the market.
Better Late Than Never!
12 September, 2009
Economists give the U.S. government solid marks for handling the financial crisis and expect the economy to begin adding jobs.
Book Review—The Age Curve: How to Profit from the Coming Demographic Storm
12 September, 2009
Model Beacon Master Portfolio Performance Summary
11 September, 2009
Stock markets were driven higher this week on the back of upbeat economics news.
Be Fearful When Others are Greedy?
11 September, 2009
Should we be concerned over Buffett's decision to decrease his exposure to stocks in favor of corporate and government bonds?
Consumer Sentiment Continues to Improve
11 September, 2009
The latest survey show Americans appear to be more positive about the economy and the direction in which it's headed.
FedEx Boosts Outlook
11 September, 2009
FedEx upward guidance is further evidence the recession was over in July.
Columbia Endowment Falls only 21 percent
11 September, 2009
Columbia University, reporting smaller investment losses than some of its Ivy League peers, said its endowment over the last year declined in value by 21%.
Harvard and Yale: "The Game!"
11 September, 2009
Both endowments each lost 30 percent of their value in the year ended June 30.
Barrick to Eliminate its Hedging Program
10 September, 2009
Gold's rapid ascent to $1,000 a troy ounce has been marked by two strong events: buying gold as an alternative to the dollar, and purchases by Barrick Gold Corp., the world's largest gold producer.
Skyworks Solutions Ups Guidance
10 September, 2009
Skyworks Solution raises fourth quarter guidance.
Carbon Credits the Next Boom?
10 September, 2009
Climate change legislation is looming, and once enacted, will touch nearly everything.
Higher Education Does not Improve Test Scores
10 September, 2009
Latest analysis shows that throwing money at education is not the answer.
General Electric the Leader of the Pack?
9 September, 2009
General Electric today posted a new 2009 recovery high.
K12 Falls to Earth
9 September, 2009
Only meeting consensus earnings estimates for June 2009 of $0.42 disappoints the Street.
Demographics and Kraft's Bid for Cadbury
8 September, 2009
Cadbury's growing presence in emerging markets was too much for Kraft to resist.
1974 to 1976 Tracking chart
8 September, 2009
Markets continue to track or rhyme to the historical period 1974 to 1976
The Demi-Ashton Indicator?
8 September, 2009
We knew Demi Moore and Ashton Kutcher were pop-culture pets. But who would have pegged the Hollywood couple as a stock market indicator?
How Australia Beat Back the Recession
8 September, 2009
How did they do it? Demographics and Australian luck.
Model Beacon Master Portfolio Performance Update
4 September, 2009
The strongest asset over the week was gold, climbing nearly 5 percent.
Quiksilver Update
4 September, 2009
Quiksilver today announced disappointing operating results for the third quarter ending July 31, 2009.
Gold and the Dollar
3 September, 2009
Does the traditional relationship between gold and the dollar seem to breaking down?
U.S. Retailers Top Analysts' Estimates
3 September, 2009
U.S. retailers, led by GAP Inc., reported smaller August sales declines to the delight of the market.
Japanese Smaller Companies
2 September, 2009
Smaller companies have demonstrated sound outperformance this year. Once the correction is over it might pay to look towards Japan.
Market Sentiment Update
2 September, 2009
BP Makes New Oil Discovery
2 September, 2009
BP's latest find helps confirm our belief that "Oil is more abundant than you think."
Western Lithium Update
2 September, 2009
The company is raising $15 million in private placement at C$0.95.
Oil is More Abundant Than You Think
1 September, 2009
We believe that oil is more abundant than many people think, however that does not mean we should not become more efficient in using it.
Model Beacon Master Portfolio Changes
1 September, 2009
We continued to take profits as we approach our "time window of uncertainty."
Model Beacon Master Portfolio Performance
31 August, 2009
Markets continue to struggle higher, despite China worries.
Is International Outsourcing at an End?
31 August, 2009
We continue to believe that the availability of Gen. Y as a new labor force will put an end to cheap international outsourcing.
Generational Opportunity Update
31 August, 2009
In the last six months the Dow Jones Industrial Average has seen the strongest rally since 1933.
Market Sentiment Update
27 August, 2009
Current equity market sentiment readings indicate to us that further short-term upside in global stock markets will be harder from here to mid-September.
Gold Sentiment
27 August, 2009
Sentiment in Gold has turned, but as yet there is no volume or price confirmation.
Tale of Two Cities
27 August, 2009
Today's news headlines from Microsoft and Apple sum up the long-term problems facing "Microstuck."
E-Book Reader Market Enters New Chapter
26 August, 2009
The announcement that Steve Jobs is back and focusing on Apple's new iTablet, along with the unveiling of Sony's new wireless reader indicates to us that this market is heating up.
Emerging Market Sentiment Update
24 August, 2009
The jury is still out, whether the relative outperform of emerging markets is coming to an end.
Model Beacon Master Portfolio Performance
21 August, 2009
Despite our short term caution, global markets return to climbing the "Wall of Worry."
Demographic Snapshot: Japan
21 August, 2009
Aeropostal and Teenage Spending
21 August, 2009
Recent earnings numbers suggests teenagers may prefer the top brands, but they are spending on the ones that offer the best prices.
Oil Sentiment
21 August, 2009
With oil breaking out to new highs, we thought it would be a good idea to update its current sentiment.
Housing Price Recovery in Arizona?
21 August, 2009
Of the Bubble Four, Arizona looks best positioned to recover.
Temptation and Western Lithium
20 August, 2009
We took the plunge today and, despite our short market caution, added a small position in Western Lithium to our model portfolio.
Lithium: The Next Boom Mineral or Next Dud?
20 August, 2009
Only time will tell, but it's worth keeping an eye on lithium–remember how they laughed at Canadian diamonds?
Gold Sentiment
20 August, 2009
Gold has now reached extreme pessimism in sentiment, which may result in Gold breaking the $1,000 barrier sooner than you think.
Reaction to Missing the Bull of 2009
20 August, 2009
A well know historical figure's reaction to missing out on the 2009 Bull Market
Germany Wants a Million Electric Cars by 2020
20 August, 2009
The demand for electric cars grows. Good news lithium miners!
Canadian Farm Land Sees Healthy Growth
20 August, 2009
Canadian readers may be interested to see the varying growth rates among the provinces. Canadian farm land values have seen a compound annual growth rate of 5.6 percent since 1995.
A Canadian Property Bubble? True or False
20 August, 2009
Has there or has there not been a property bubble in Canada?
Demographic Snapshot Summary
19 August, 2009
Here we summarize and compare previously reviewed countries.
Monster Rally Update
19 August, 2009
Despite our positive 12 month outlook, we remain cautious as we approach our time window of late August/September to November for a short term pull back.
Model Beacon Master Portfolio Changes
19 August, 2009
We will continue to take a cautious investment stance
Marketing Public Schools
18 August, 2009
The use of public money to fund marketing campaigns to bolster school enrollment without understanding the underlying symptoms of the decline in enrollments is a bit disconcerting,
IDCC Hit by Adverse Ruling
18 August, 2009
InterDigital loses round to Nokia, but still very much in the fight.
Sticky States and Magnet States?
18 August, 2009
Using Census data, the Pew Research Center's Social & Demographic Trends project has created a typology that groups all 50 states and the District of Columbia by whether they are "magnets" or "sticky."
Are Americans Settling Down?
18 August, 2009
It would appear that before the recession took hold Americans were beginning to settle down.
Need Excitement? Try Western Lithium
18 August, 2009
This Canadian company is potentially well placed to benefit from the growing generational demand of lithium battery-powered cars.
Model Beacon Master Portfolio Performance
17 August, 2009
Demographic Snapshot: Chile
17 August, 2009
Today we highlight the demographic landscape of Chile. Its profile and stock market performance may surprise many investors.
Charter Schools Seeing Big U.S. Growth
17 August, 2009
The current hot U.S. educational topic is the rapid rise of charter schools. We believe that this sector is poised for solid long-term growth and will provide attractive investment opportunities going forward.
Generation Y and Beer
17 August, 2009
The positive demographics of the beer industry continue to be felt.
The Age Curve Report: August Issue
14 August, 2009
We have just published our August Report and and it is ready for download at our 3 Beacon Blog news report archive.
K-12 Poised to Prosper
14 August, 2009
Education is over looked as a growth sector. K-12 may change that.
Wal-Mart Continues to Struggle at Best
13 August, 2009
U.S. comparable store sales for Wal-Mart and Sam's Club declined 1.2 percent year-over-year, below management's guidance of a flat to positive 3 percent.
Model Beacon Master Portfolio Changes
13 August, 2009
What Lies Beyond the Recession End?
13 August, 2009
We believe one of the most reliable forward looking economic indicators is the stock market rather than predictions from economists, leading or otherwise.
Demographic Snapshot: Denmark
13 August, 2009
Today we highlight the demographic landscape of Denmark which has managed its demographic decline very well since 1950.
Who Won the Recession?
12 August, 2009
The recession may be over, but demographics are still being over looked.
Productivity Versus Inflation
12 August, 2009
American productivity leaped in the second quarter and we do not see an inflation problem ahead.
Do Recessions Cause a Fall in Births?
11 August, 2009
Our research suggests the media should look elsewhere for someone to blame for the 2008 1.6 percent decline in U.S. births.
U.S. births Fell 2 percent in 2008
11 August, 2009
U.S. births fell 2 percent in 2008, marking the first annual decline since the start of the decade.
Emerging Arizona
11 August, 2009
Arizona has a long term demographic landscape that many emerging markets would die for.
Book Review by Nicholas Eberstadt
10 August, 2009
Many thanks Nick for "The Age Curve" book review on Amazon.
Model Beacon Master Portfolio Performance Summary
7 August, 2009
The model continues its steady climb of outperformance, rising 8.3 percent during the week.
U.K Housing Recovery
7 August, 2009
This week we saw further signs of 'green shoots' in the U.K. housing market.
Gold and the U.S. Dollar
6 August, 2009
Are Gold and the U.S. about to strengthen in the coming months?
U.S. Auto Sales Jump 16 Percent in July
5 August, 2009
Ford's stock price is a better predictor of car sales than any economist.
What is up with Gold?
5 August, 2009
While movements in gold over recent weeks have been overshadowed by the spike in equities, the commodity has quietly rallied to levels it hasn't seen in nearly two months.
China Should Not be so Fast to Stockpile Commodities
5 August, 2009
We have reproduced an excellent article by Michael Pettis, professor of finance at the Guanghua School of Peking University, suggesting China should be careful in its commodity diversification policy.
Demographic Snapshot: The World
4 August, 2009
Today we highlight the demographic landscape of the World.
Monster Rally Part Two Leaders
4 August, 2009
Returns from part two of the "Monster," or "Bubble 3.0," Rally are impressive.
Non-Residential Construction is the Worry
3 August, 2009
If Bears want something new to worry about they should switch their focus from residential to non-residential construction activity.
The 2009 Road Map Update
3 August, 2009
Markets continue to follow Ned Davis Research's 2009 recovery road map.
Market Returns Since March 2009
3 August, 2009
Markets have continued to follow the historical script of a market recovery climbing a "Wall of Investor's Worry."
Model Master Beacon Portfolio Changes
3 August, 2009
We made more changes to our model to reposition it to benefit from part two of the "Monster Rally" (July to September?).
Demographic Snapshot: Turkey
3 August, 2009
We have expanded our Demographic Snapshot series with additional economic data. Today we profile Turkey, one of our long-term favorite emerging market surprises.
Demographics and the New Housing Cycle
3 August, 2009
The housing recovery is dividing into two distinct markets per the changing demographic landscape.
Microsoft Defends Deal, Laughs at Competition
31 July, 2009
Yesterday we slammed the Microsoft-Yahoo partnership, so we feel that we should allow the company to defend itself.
Microsoft, Yahoo Union Holds Little Promise
30 July, 2009
Most pundits are unimpressed by the Microsoft-Yahoo partnership. If Microsoft can't boost its stock price with its traditional offerings such as operating systems and software, how does it expect to improve it in a field in which it has never excelled?
Apple and Gen. Y Poised to Change the World
29 July, 2009
The buzz surrounding Apple's "iTouch" tablet device is growing fast as some pundits predict its release within months, and suggest that it will change the world. We concur!
Demographic Snapshot: India
27 July, 2009
We continue our demographic snapshot series with India, our second favorite "BRIC" country after Brazil.
Nikkei Re-Tops 10,000
27 July, 2009
The Nikkei was up 1.8% at 10,122 and re-breached the important 10,000 mark.
New Home Sales in U.S. Show Sharp Rise
27 July, 2009
New home sales in the U.S. saw a sharp rise in June, providing further evidence of an improving housing market and economy.
Model Master Beacon Portfolio Changes
24 July, 2009
We have made several changes to our model to take profits and to reposition it to benefit from part 2 of the current "Monster Rally" (July to September?).
Demographic Snapshot: China
24 July, 2009
We continue our demographic snapshot series with China, considered by many as the key cornerstone of the long-term "BRIC" economic growth story. We have our doubts.
Pring Turner's Mid-Year Outlook
24 July, 2009
Economic clouds are breaking up and blue skies are appearing once again for investors
Demographic Snapshot: Brazil
24 July, 2009
We continue our Demographic Snapshot series with Brazil, one of the cornerstones of the long-term "BRIC" economic growth story.
Our Model's Scorecard
24 July, 2009
Housing Data Shows Continued Improvement
23 July, 2009
U.S. sales of existing homes rose in June for a third consecutive month, marking another indication that the economy is pulling out of the recession.
The Apple Barometer
22 July, 2009
Apple's dominance will grow and grow in the coming years, as generations young and old (in particular Generation Y) continue to inhale its product line.
The Recession is at an End!
21 July, 2009
The New York-based Conference Board's index of leading economic indicators suggests the recession is over.
Markets Continue to Climb a Wall of Worry
21 July, 2009
A good start to the earnings season has rekindled the desire for the market to climb its famous "Wall of Worry."
China Having Difficulty Selling its Debt
20 July, 2009
The Chinese government has encountered difficulties in selling its government debt, an odd problem for a country with so much excess capital.
We are not the Only Ones Wary of Chinese GDP Numbers
20 July, 2009
Michael Pettis gives a great debrief on why we should be wary of China's recent GDP numbers.
Psychology of Overconfidence
20 July, 2009
We draw your attention to a great article in this week's New Yorker magazine by Malcolm Gladwell, entitled "Cocksure."
Demographic Snapshot: Russia
20 July, 2009
We begin our demographic snapshot series with Russia, one of our least favorite long-term "BRIC" countries due to its weak demographic profile.
A Pepsi Generation in Decline
16 July, 2009
Pepsico is pouring more than $1 billion into Russia to chase a generation whose numbers are in free-fall. We think Pepsi executives drank too much vodka during their Russian visits.
And We Thought Smokes Were Pricey in Canada
15 July, 2009
How many zeros in 23 quadrillion dollars? And when will U.S. Government debt hit this number?
The Market Train is Leaving the Station....
15 July, 2009
We believe we are currently leaving the station for part two of the "Monster Rally", that began March 9th 2009.
The Banking Sector Surprises to Continue?
14 July, 2009
We continue to believe the banking sector will surprise on the up-side through the current earnings season.
Model Master Beacon Portfolio Changes
13 July, 2009
We have made three changes to our model portfolio.
Time To Profits in Emerging Markets
12 July, 2009
With part two of the monster rally nearly upon us (part one was from March to May 2009), we are on the alert for some potential important changes in relative performance trends (against the S&P 500), especially with merging markets, which have produced stellar returns since the November 2008.
Introducing the Four Quadrants of Demography
10 July, 2009
The four quadrants of demography, developed by Laurence J. Kotlikoff and Scott Burns and described in their 2004 book, "The Coming Generational Storm," can be used to compare the relative strengths and weaknesses of both emerging and developed countries based on their demographic profiles.
Latest Sentiment Supports Monster Rally Part Two
9 July, 2009
The latest AAII sentiment supports a market rally.
Let the Summer Rally Begin....
9 July, 2009
Despite recent indicators of a sluggish economic recovery, we still believe we're on track for part 2 of the "Monster Rally" that began in March.
What are we Watching?
8 July, 2009
We are on the alert for some potential important changes in trends during this market pull back, which would bring about asset allocation changes in our model Beacon Master Portfolio.
Are Green Shoots Stalled as Sprouts?
8 July, 2009
Recent indicators suggest a sluggish recovery from the recession, but could earnings season hold some surprises?
Move over YouTube?
7 July, 2009
Is anyone going to listen to AudioBoos, one of the latest audio blogging applications, released by BestBefore Media Ltd.?
Are China's Banks Veering Out of Control?
7 July, 2009
Are China's lenders wading into dangerous water?
Canadian Banks are the Best in the World!
6 July, 2009
The World Economic Forum ranked Canada's financial institutions number 1 in the world for solvency.
China's New Problem: U.S. Household Saving
4 July, 2009
The implications for China of a rise in U.S. household saving is not clear cut, but in the end it seems likely to lower China's GDP growth.
The Great Mancession
3 July, 2009
The great mancession of 2008/09 continues as a new jobless rate gender gap is set in June.
Gen Y Takes to Good Wine
2 July, 2009
Generation Y are discovering and taking to wine in record numbers according to Carol Phillips President, Brand Amplitude and a marketing professor at the University of Notre Dame.
What Lies Over the Hill for Italy?
1 July, 2009
It would seem that Italy is ailing both demographically and economically.
Anatomy of the Market Recovery
1 July, 2009
The rebound since March 2009 has been largely driven by companies which the market had priced for extinction.
Model Master Beacon Portfolio Changes
1 July, 2009
We have made four changes to our model Beacon Master Portfolio.
Strong Performance from Market Lows
30 June, 2009
Our two tables show that performances of sector, U.S. and International indices from November 20 2008 or March 9 2009 have been impressive and in many cases well in excess of 50%.
Geron Moves Higher on GE Health Alliance
30 June, 2009
Geron today announced a collaboration with GE Healthcare to develop stem cell based products to test drugs under development. The alliance adds further legitimacy to Geron's controversial stem cell programs and has pushed the company's share price higher.
A Market Awaiting Earnings
29 June, 2009
History suggests we will continue to climb the "Wall of Worry" as we enter and exit the coming earnings season.
A Smidgeon of Justice Served on Wall Street
29 June, 2009
Bernie Madoff today was sentenced to 150 years in prison. But what of the other Wall Street miscreants?
Australia's Demographics to Spur Economy
26 June, 2009
Australia's demographic profile is one of the best in the emerging or developed world, and should benefit its economy for years to come.
New Housing Data Shows More Improvement
25 June, 2009
Housing data released this week was mixed, but overall provides continuing evidence that the market has bottomed and starting to turn around.
How goes Insider Corporate Selling?
24 June, 2009
Suggestions of heavy insider corporate selling appears unjustified.
Strongest Economic Recovery Since....
23 June, 2009
The recession is set to be over by summer's end.
Big Investors Continue to Move Into Index Funds
23 June, 2009
Recent numbers continue to show that active investment management continues to be given the cold shoulder by investors.
This Still Concerns Us....
23 June, 2009
We believe the "Monster" cyclical rally remains intact despite market turbulence over the last few days. However, we do still have some long-term concerns.
Generation Y Poised to Boost Beer Sales
22 June, 2009
Members of Generation Y are just entering the key beer drinking demographic and with their large numbers should provide a big boost to beer sales.
Another Signal that Housing Has Bottomed?
19 June, 2009
The median price for a Southern California home rose modestly in May, the first month-to-month rise since the region's market peaked in July 2007.
No Recovery According to These Indicators
18 June, 2009
Forget green shoots! These 12 indicators prove that the economy is still in dire straits.
Shipping Volumes Hinting at Recovery?
17 June, 2009
Global shipping volumes seem to be rising in what may be another hint that the recession may be easing.
Market Returns Since November 20th 2008
16 June, 2009
Investors may be surprised by the returns since the November 2008 lows, especially those in Emerging Markets.
Are You Bad at Investing?
15 June, 2009
For the 20 years ended December 31, 2008, equity, fixed income and asset allocation fund investors had average annual returns of 1.87 percent, 0.77 percent and 1.67 percent, respectively. The inflation rate averaged 2.89 percent over that same time period.
Geron has Biotech's Best Risk-Reward Ratio
12 June, 2009
Geron might be known as being the first company to receive FDA clearance for human testing of stem cell therapies, but the company's large product pipeline holds far bigger potential rewards.
China's One Birth Policy to Stifle Future Economic Growth
12 June, 2009
China’s position as the economic success story of the new century will soon come to a smoldering end due to the Chinese government’s strict one-child per couple policy, which is going to lead to a crippling shortage of workers combined with a surplus of needy elderly, both of which portend massive societal and economic problems.
World Market Adds Nearly $5 trillion in May
11 June, 2009
May's gain takes the market gain to $11.7 trillion since the panic lows on March 9th
Oil's Next Leg Down?
11 June, 2009
Coppock Indicator Signals the All Clear?
11 June, 2009
This widely watched indicator has turned positive for the first time in six years
Stem Cell Therapy Poised for Take-Off
10 June, 2009
Geron Corp. is poised to begin the world's first-ever clinical study of a human embryonic stem cell-based therapy on humans. While designed to demonstrate safety, chances are good that the therapy will also show efficacy, and thus propel Geron's stock to new heights.
Further Green Shoots of a U.S. Recovery
10 June, 2009
The Richmond Fed Manufacturing Index, considered one of the broadest measures of manufacturing activity, jumped in May to 4 from -9 in April.
Where are the Demographic Hot Spots?
9 June, 2009
This map shows the average annual population growth rates from 1997 to 2015, and highlights the demographic hot and cold spots.
A Typical Recovery Would Suggest....
9 June, 2009
50 years of market and economic history would suggest the following recovery timetable:
A Standard for Delineating the Generations
8 June, 2009
There is no standard for the delineation of generations, a shortsight that allows for highly subjective definitions and categorizations of the different generations. Here, we make a case for applying such a standard.
Cracks in the Chinese Recovery Story?
5 June, 2009
China's nascent recovery from the current economic slowdown may not be as potentially robust as signals indicate, as the rise of commodity prices may be more due to Chinese stockpiling than consumer demand, according to economist Michael J. Panzner.
Rising Japanese Births?
4 June, 2009
Japan's birthrate is up for the third straight year in 2008, but population growth is still in decline due to a large population of elderly.
U.S. Dollar: A Sentimental Buy?
4 June, 2009
The U.S. dollar has seen an 11 percent decline from its highs earlier this year. Yesterday's 2 to 3 percent bounce in the dollar should continue in the coming months given investors' extreme pessimism.
Fast Rising Loonie Takes a Breather
3 June, 2009
The Canadian dollar this morning paused in its five-week ascent that saw it post its biggest one-month gain since 1950.
S&P Breaks Above its 200 Day Moving Average
2 June, 2009
We looked at the historical implications of breaking above this "Magic" number and found some interesting returns.
May ISM Manufacturing Beats Expectations
2 June, 2009
The ISM Manufacturing index increased to 42.8 in May from 40.1 in April, beating the consensus number of 42.3.
Global Index Returns since November '08 Lows
1 June, 2009
Emerging markets have soundly beaten Developed markets since the November 2008 lows, with Russia and India leading the charge.
US Market Returns since November '08 Lows
29 May, 2009
It may surprise many to note the US market and sector returns since the November 2008 lows.
Is Dendreon Undervalued?
29 May, 2009
Yesterday's blog provided the background story of a groundbreaking new cancer-fighting immunotherapy vaccine that could set a whole new paradigm of cancer treatment as the Baby Boomers age into a key cancer demographic. Today's post will examine what this new treatment might be worth, to both the company and to the shareholders.
Dendreon Soars on Positive Results
28 May, 2009
Aging Baby Boomers face increased cancer risks, but a new cancer-fighting immunotherapy based vaccine may receive FDA clearance, and herald a whole new paradigm of cancer treatment, just as the first Boomers hit age 65 in 2010.
Who is Going to Keep Government Honest?
27 May, 2009
Newspaper readership is declining at an alarming rate as the younger generations tend to get their news and information online. Beyond the economic loss of what used to be a major business, what else does the U.S. stand to lose with the newspaper's demise?
Hispanics will make up for Gen. X's Deficit
26 May, 2009
Many in the U.S. still do not understand how the Hispanic immigration population is benefiting the U.S. economy. Without them, Generation X will be hard pressed to support the economy at the same level as Boomers.
Swine Flu Hysteria Ebbs, Impacts Still to Come
22 May, 2009
The mass media vastly overhyped the threat of swine flu, helping to exasperate its economic impacts. Mexico's economy is going to take a big hit, but, surprisingly, its stock market is currently holding up well.
The Third Biggest Stock Market Is?
21 May, 2009
Census Bureau Says it's not Source of Data
20 May, 2009
The U.S. Census Bureau today, in response to our request for more information, indicated that it was not responsible for the data used in an Associated Press (AP) news story reporting a recession-caused plunge in U.S. Births. I'm starting to think the AP story represents a case of shoddy journalism.
U.S. Birth Numbers Reportedly Plunge
19 May, 2009
The Associated Press (AP) reported today that there was a steep decline in the population growth of children less than one year old between July 2007 and July 2008. While the AP article examined whether potential parents are better than economists at predicting the economy's direction, we want a closer look at the numbers.
How goes Mexico?
18 May, 2009
The Mexican market has recovered very well since 'Swine Flu Hysteria.'
U.S. Demographics Suggest Profound Changes
14 May, 2009
The U.S. has been experiencing radical demographic changes during the past eight years that are leading to a much more diverse and aged population. These emergent demographic changes are going to result in profound economic, cultural and political implications for both the country and individual states.
Age Curve's Ken Gronbach Interviewed by CNN
14 May, 2009
Age Curve Consulting's President Ken Gronbach describes to CNN-Money how the growing populations of Latinos and other immigrants are having a healthy impact on the U.S. economy.
Record Number of U.S. Births set in 2007
19 March, 2009
A new record for U.S. births was set in 2007, breaking the 1957 peak number of births set during the baby boom, according to preliminary government data released March 18.
Wal-Mart to Hit Demographic Wall
24 February, 2009
Will Generation Y shop at Wal-Mart like their predecessor generations and allow the retail behemoth to maintain its growth? Perhaps Not.
How to Profit from the Demographic Storm
29 January, 2009
I recently spoke to the Association of Virginia Bankers in Williamsburg. This keynote engagement was booked about a year ago so there was no way anyone could have known that the conference date would fall in the middle of a nationwide financial meltdown.
Generation Y to Have Big Impact on U.S. Labor Market
27 January, 2009
I used to handle human resources responsibilities for a New England clothing chain back in the mid-1970s. As the chain expanded I would go into new markets and run a small classified ad in the local newspaper and interview hundreds of truly eager applicants.
1,336 Mutual Funds Ceased to Exist in 2009
26 January, 2009
The mutual fund universe continues to get smaller.
Historical Thought for the Day
12 January, 2009
Quote of the Day and what happened in today's financial past?
We Love Apple, but
8 January, 2009
Unemployment is Headed Lower
18 December, 2000
The 4-week moving average of weekly claims for unemployment continues to move lower.
Demographic Snapshot: Pakistan
31 December, 1969
Demographic Snapshot: Poland
31 December, 1969
The Real Trend of Retail Sales
31 December, 1969
The Successful Nifty-Fifty's
31 December, 1969
There were only 16 Nifty Fifty stocks that outperformed the market from the late top of 1972 (4 in the P/E bracket 40 to 100 and 12 in the P/E bracket 15 to 39).
The Economic 'V' Recovery Continues
31 December, 1969
Today’s ISM Manufacturing report blew away consensus expectations, surging to the highest level since 2004.
The Schork Super Bowl Report
31 December, 1969
