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Market-driven tools for asset allocation and strategic investment
 HCWE supports the institutional investment community in formulating investment strategies through intelligent use of market data and superior understanding of how markets have behaved over time. Markets forecast Markets! With many decades in the business of capital-market analysis and reporting, HCWE remains one of the most dependable resources for innovative research designed specifically for the institutional investor. We distribute our research findings in a variety of periodic reports with telephone and video conferences and occasional on-site briefings. Find out how HCWE Insight can work for you. Contact us at: +1(978)468-4575 or send us a message. |
 R. David Ranson, |
Authorized users can view recent publications by signing in and visiting the Archives
 The Capitalist Perspective |
| It's reasonable to claim that economics is a science, but not that economists act like scientists. Especially in macro or capital-market theory there is much politics and little thinking outside the box. Scientific method requires that doctrines and beliefs be compatible with empirical evidence. This is often not the case, as many simple examples illustrate. - 05/31/2024 |
| Read the most recent Capitalist Perspective now without charge. [ Read ] |
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Interest-Rate Outlook |
| Commodity prices that explain or anticipate bond market performance - 06/24/2024 |
| As with the stock market and the inflation rate, the bond market's movements are heavily influenced by two pivotal commodity prices: gold and oil. |
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Strategic Asset Selector |
| Metal-market price insights from a very long perspective - 05/31/2024 |
| Over long periods of time, the prices of silver and of industrial metals move in parallel with the price of gold. But over the short term their behavior diverges in a way that correlates with both T-bond yields and capital-market risk. |
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Economic and Investment Observations |
| Inflation takes its time to spread through the price system - 06/24/2024 |
| Inflation is best understood as a condition that enters and transmits itself through the price system over a substantial period of time. Most of the indexes in widespread use are lagging indicators. |
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Equity-Market Barometer |
| "Market forecasts" for the coming twelve months as of 06/19/2024 |
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International Barometer |
| "Market forecasts" for the coming twelve months as of 06/19/2024 |
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Graphic Insights |
| The hedging power of implied volatility - 06/30/2024 |
| Capital-market pricing is not solely a matter of supply and/or demand. Public uncertainty or confidence is a ubiquitous factor. |
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HCWE Webcast |
| Different Drivers of Short-run and Long-run Equity Performance - 05/31/2024 |
| The stock market responds to different economic stimuli over long and short time frames. Stock price performance correlates with and anticipates real GDP growth over a horizon of one to two years. Inflation, reflected in movements in oil and gold prices, moves ahead of the stock market. Over ten-year periods inflation and the price of gold are dominant, while any connection with growth is tenuous. |
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