Research Library
Below is our research library, listed in reverse chronological order. Please use the search box to look for research on a specific company or topic, or use the Calendar, Archives, or Sector links at left to browse for research from a specific time period or sector. If you are a Wolfe Trahan client and can not access any of the links in our library, please contact ITSupport@WolfeResearch.com to request our PDF decryption plug-in.
Market Myth Busting
We always like to take this time of year to pause from our usual research routine and publish a report a bit on the lighter side. As many of our regular readers know, it is a semiannual tradition for us around the 4th of July and December 31st to write about market myths and classic Wall Street lore. In the past, we’ve written on topics such as the Super Bowl Indicator, Dogs of the Dow and even the Hershey Bar Index. In today’s report we add five new topics to our series, beginning with a discussion on the election cycle and ending with something as primitive as ticker symbols and performance trends. As always, we end the report with an update to our widely-popular dartboard portfolio (which has beaten the market thus far in 2012). This week we can sit back and watch a fireworks show that is as colorful as the one taking place in Europe, but is guaranteed to end with a smile. Hopefully, the only Greece investors will be thinking about on Wednesday is the kind that is dripping off their burgers. We’ll be back to our normal publishing schedule next Monday. Have a great holiday everyone.
The Wolfe Trahan LEI Remains Flat In The Week Ending 6/29
The level of the WTLEI remained flat last week as economic and market data came in mixed. Thus far in June, regional PMI readings have also been mixed with 4 regions reporting downticks and 3 reporting upticks. Despite the shortened week for U.S. markets, we will receive four more PMI reports for June including the ISM Manufacturing Index today at 10 AM ET.
Of the 10 WTLEI subcomponents, 4 were down and 6 were up for the week. While global cyclical equities rose, the decline in commodities brought the Market component down. Most of the Economic subcomponents were up for the week, while the Sentiment component weakened slightly.
Research Library
- Coverage List
- Consolidated Research Library
- Airfreight & Surface Transportation Library
- Portfolio Strategy Library
- Quantitative Analysis Library
- Accounting & Tax Policy Library
- Auto & Truck Manufacturing Library
- Airlines Library
- Conference Calls
- Interactive Doh! Models
- Ed Wolfe Bi-Weekly Freight Update