My process differentiates my service from other services since I do both top-down and bottom-up capital market analysis plus provide a commentary. 1) the monthly Trends report takes a top-down approach to capital markets while 2) the monthly Sector & Segment Rankings is a bottom-up report which rates equity segments along the supply chain.
Products are delivered by email. Client questions are answered by phone or email. Email or call for sample copies of the complete reports listed below.
Monthly Research Strategy Report called Trends is a unique research and strategy output suggesting opportunities in capital markets. Changes in tax rates, technology and monetary policy are believed to be the major determinants of changes in capital markets. Commodity indexes are utilized as longer-term inflation gauges. The focus of this report is on secular trends and is top-down.
Quarterly Sector & Segment Rankings is a bottom-up analysis of pricing fundamentals at the producer and consumer stages of the supply chain for the ten equity sectors and 99 equity sectors. The equity market segments are rated from high to low on these factors.The ratings and index reflect both the direction and strength of the segments.