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.
A 5-Minute Portfolio Strategy Update With Francois Trahan – July 23, 2012
Click through to listen to this 5-minute audio brief with slides:
The Divide Between Market Performance And Investor Sentiment Is At An Extreme
-YTD Performance In The S&P 500 Is The Strongest We Have Seen In The Past Ten Years
-Sentiment Has Not Been This Low At This Point In The Year In Over Ten Years
-Many Series Argue We Are Approaching An Inflection Point In Sentiment … This Should Sustain Equities Further
Housing Is Now The Bright Spot For The Economy
-A Pickup In Housing LEIs Typically Followed By Strong Equity Performance
-5-Year High In Homebuilders Index Makes QE3 Very Unlikely
-Better Housing Activity Today Usually Spells Stronger Consumption Tomorrow
Economic Surprise Index … Set To Rise?
-Eurozone Economic Surprise Index Has Already Begun To Rise
-Lower Oil Usually Sets The Stage For An Improvement In Economic Surprises
-On Deck For Tomorrow … European Preliminary PMIs At 4:00 AM EST
Research Library
- Coverage List
- Consolidated Research Library
- Airfreight & Surface Transportation Library
- Portfolio Strategy & Quantitative Analysis Library
- Accounting & Tax Policy Library
- Auto & Truck Manufacturing Library
- Airlines Library
- Conference Calls
- Interactive Doh! Models
- Ed Wolfe Bi-Weekly Freight Update