Yearly Archives: 2010

Equity markets are sliced and analyzed according to many different criteria.  Market capitalization is one of the most fundamental factors used to segregate stocks into different categories.  Morningstar’s style box is a prime example of the use of market capitalization … Continue reading →

Following is a link to a Wall Street Journalsynopsis of the recently announced tax deal between the Obama administration and the Republican Congressional leaders: http://online.wsj.com/article/SB10001424052748704250704576005571915798378.html?mod=WSJ_PersonalFinance_PF2#articleTabs%3Darticle  Please note that the following analysis depends on the actual passage of legislation that formalizes … Continue reading →

The equity markets experienced a marked change in sentiment over the past quarter.  Coming off its April high of 1217, the S&P 500 plunged 16% to 1022 on July 10th.  Since that date, the S&P 500 has rebounded almost 12% … Continue reading →

The Bush Tax cuts that were enacted in 2001 and 2003 are expiring at the end of this year bringing tax rates back to 2000 levels. The most important provisions from an investment perspective are the change in capital gains … Continue reading →

For the first time since the early 1960s, the S&P 500 yield is comparable to the 10-year treasury yield.  The yield on the S&P 500 is currently about 2%.  The 10-year treasury is now yielding about 2.5%.  The ratio between … Continue reading →