List of Reports

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No.Title/AuthorsDate
318Japan: A Weak Economy, Falling Profits and a Strong Yen.
Andrew Smithers
16th Sep 2008
317International Stock Market Values.
Andrew Smithers.
12th Sep 2008
316US Banks' Problems Will Cause Economic and Stock Market Weakness, but Dollar Strength
Andrew Smithers
1st Sep 2008
315Inflation and Equity Returns.
Andrew Smithers
24th Jul 2008
314Controlling Inflation Means Falling Profits and Share Prices.
Andrew Smithers
17th Jul 2008
313US Interest Rates Point to a Weak Stock Market in 2009.
Andrew Smithers
11th Jul 2008
312Japan: Shareholder Power, Cross-holdings and Over-investment.
Andrew Smithers.
2nd Jul 2008
311US: Slow Credit Growth – a Threat to the Economy and Stock Market.
Andrew Smithers
17th Jun 2008
310Japan: Poor Market Outlook, Notably for Manufacturing.
Andrew Smithers
10th Jun 2008
309Borrowing to Invest in UK Stocks?
Andrew Smithers & Stephen Wright.
3rd Jun 2008
308Are Prospective Equity Returns Independent From Current Bond Yields?
Andrew Smithers & Stephen Wright.
22nd May 2008
307The Case Against Holding Equities Today
Andrew Smithers
2nd Apr 2008
306Japan’s Low Return on Capital: Domestic and International Consequences.
Andrew Smithers
6th Mar 2008
305The Party's Over Now. The Importance of Inflationary Expectations.
Andrew Smithers
28th Feb 2008
304UK Sector Outlook 2008.
Andrew Smithers
18th Jan 2008
303Why Sterling Should Weaken.
Andrew Smithers
9th Jan 2008
302US Banks: Poor Value and Poor Prospects.
Andrew Smithers
3rd Jan 2008
301An Agnostic Approach to Stock Market Prediction.
Andrew Smithers & Stephen Wright.
18th Dec 2007
299Japan Must Grin and Bear It.
Andrew Smithers
30th Nov 2007
298Do Banks Have Adequate Capital?
Andrew Smithers and Geoffrey Wood
7th Nov 2007
297Trend Fitting, Market Value and Forecast Returns.
Andrew Smithers & Stephen Wright
4th Oct 2007
296After the Ball.
Andrew Smithers.
25th Sep 2007
295Are Corporate Balance Sheets “In Good Shape”?
Andrew Smithers.
21st Aug 2007
294Japan: The Economy Seems Set Fair, Short-Term Risks Lie Overseas.
Andrew Smithers
9th Aug 2007
293US: If Profits Continue to fall Will the Stock Market Care?
Andrew Smithers
24th Jul 2007