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Green Book January 2016

Not A “Stealth” Decline Any Longer...

We don’t believe in the old sports maxim that “defense wins championships.” (For one thing, that would imply an early playoff exit for the Minnesota Vikings.)

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)