Cargando…

Being Right or Making Money.

This book is about the four common traits of successful money managers. Bringing the Ned Davis Research Group''s insights and experience to the table, it's a dissection of what contributed to the stock market bubble of 2000 and a no-nonsense look into what is moving our economy right...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Davis, Ned (Nathan E.)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken : Wiley, 2014.
©2014
Edición:3rd ed.
Temas:
Acceso en línea:Texto completo
Texto completo
Tabla de Contenidos:
  • Being Right or Making Money; Disclaimer; Contents; Foreword; Preface; Acknowledgments; CHAPTER 1 Being Right or Making Money; Bad News about Forecasting (Being Right); Good News about Making Money; Being Right and Other Investment Techniques Are Overrated and Are Not the Keys to Success; The Four Real Keys to Making Money; The Battle for Investment Survival and Handling Mistakes; Stories of Five Successful Winners; Making Our Own Reality; The Ned Davis Research Response to All This; Timing Models; What Is Contrary Opinion and How to Use It; History and Risk Management; The Rest of the Book.
  • NotesCHAPTER 2 The Model-Building Process; The Model-Building Process; Where to Start: Model Inputs; Sentiment and Valuation Indicators; Monetary Indicators; Economic Indicators; Internal Indicators; Moving Averages; Crossings and Slopes; Momentum; Putting Indicators Together; Conclusion; CHAPTER 3 A Stock Market Model; A Stock Market Model; Overview of the Fab Five; Tape Component; The Final Tape Component; The Sentiment Component; Sentiment Summary; The Monetary Model; Monetary Component Summary; Fab Five Combo Component; Combo Model Summary; Summing Up the Fab Five; How We Use the Fab Five.
  • CHAPTER 4 A Simple Model for BondsA Slight Modification; Summary; CHAPTER 5 Potential Bear Market in 2014; Bearish Secular Residue and Then Buying Opportunity; Preparing for a (Say, 20 Percent) Bear Market; Sentiment and Valuation Indicators, If One Wanted to Be Bearish; Other Sentiment Indicators; Valuation Problems; Trend Indicators to Plan for a Potential Pullback-Follow the Leaders; More Leading Indicators of Market Peaks; Four-Year Presidential Cycle Risks; Macro Backdrop: Debt Bubble Update; Watching Fed Policy to Prepare for a Major Pullback in 2014; Watch Inflation.
  • Watch Financial Conditions and Interest RatesWhat Do Demographics Say?; CHAPTER 6 The Aging World: Economic and Market Implications; Global Population View; Population Growth Slowing; Median Age Rising; Seniors' Share Rising; Why Is the Population Getting Older?; Fertility Rates Are Declining; People Are Living Longer; Demographic Developments; Demographic Dividend; Oldest Getting Older; Echo Boom versus Baby Boom; Implications of Aging Populations; Stock Market; Savings; Financial Burdens on the Government and Younger Generations; Inflation; Interest Rates.
  • Ways to Offset a Declining WorkforceRetirement Age; Immigration; Fertility Rates; Women in the Workforce; Conclusion; CHAPTER 7 United States Energy Independence
  • A Game-Changer; What the United States Consumes; The Thorn in the Side of Energy Independence-Oil and Transportation; Choosing the Right Fuel; Why Electric Could Be a Game-Changer; Why Electric Has Yet to Take Off; How Far Ned Could Go; Nat Gas-An Indirect Play on Electric; The Immediate Impact of Abundant U.S. Energy Resources; A Potential Headache for the U.S. Manufacturing Resurgence; Conclusion; About the Authors.