Current Reports
Select Quarterly Commentaries
- view pdf 2010 Q1 - Inflation on the Rebound?
- view pdf 2009 Q4 - The Next Hurdle
- view pdf 2009 Q3 - Morning Again
- view pdf 2009 Q2 - Tug of War
- view pdf 2009 Q1 - Island in a Stormy Sea
- view pdf 2008 Q4 - The Promise of the Phoenix Reborn
- view pdf 2008 Q1 - Gates of Hell
- view pdf 2007 Q2 - Lots of Smoke
- view pdf 2007 Q1 - "Is it safe?"
- view pdf 2006 Q3 - When Vanilla Tastes Best
- view pdf 2006 Q2 - Hey, who took the punch bowl?!?
- view pdf 2005 Q4 - Fast Out of the Gates - 2005 Review and 2006 Forecast
- view pdf 2005 Q2 - Man Bites Dog
- view pdf 2002 Q2 - Paradigm Surfing: When Models Break Down
- view pdf 1999 Q4 - Emperor's New Clothes
- view pdf 1999 Q1 - Priced for Perfection
Annual Outlook & Strategy
- view pdf 2010 Outlook & Strategy
- view pdf 2009 Outlook & Strategy
- view pdf 2008 Outlook & Strategy
- view pdf 2007 Outlook & Strategy
Research Notes
Emails to Clients during the Panic of 2008 - 2009
- view pdf Select Emails 2008 - 2009