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We love charts….so we reached out to some of the world’s most influential
analysts, economists, hedge-funders and traders and asked them a simple question: “What charts are you always keeping your eye on?” [Here they are!] Words: 440
So says Simone Foxman (www.businessinsider.com) in edited excerpts from her original article*.
Lorimer Wilson, editor of www.munKNEE.com (Your Key to Making Money!), has edited the article below for length and clarity – see Editor’s Note at the bottom of the page. This paragraph must be included in any article re-posting to avoid copyright infringement.
Foxman goes on to say, in part:
Their responses were surprisingly varied, from slides that delved into S&P earnings, to another that broke down US demographics, and another that found new and improved ways to look at European borrowing, and much much more. [Below are hyperlinks to 36 of the charts or you can go here to see all 50 of the charts (some analysts supplied several charts) in slide format.]
- Lakshman Achuthan, GDP & Employment Growth During U.S. Expansion
- Scott Barber, Global Metals and Mining Stocks
- Harley Bassman, CMM vs. 10CMS
- Rich Bernstein, S&P 500: EPS Surprises
- David Bianco, Share of S&P 500 Profits by Regions of the World
- Michael Block, Russell 1000 Value vs. Russell 1000 Growth
- Jack Bogle, S&P 500 Price-to-Book Ratio from 1977
- Josh Brown, DJIA vs. Inflation
- Matt Busigin, Ratio of Wages to Corporate Profits
- Dutch Book, Initial Jobless Claims vs. S&P 500
- Steven Englander, Citi’s Risky-Currency Risk Reversal Index vs. S&P 500
- Kevin Ferry, ISM Manufacturing: PMI Composite Index 1948-2012
- Martin Fridson, High Yield Spread vs. Treasuries
- George Goncalves, China Balance of Payments & Purchase of U.S. Treasuries
- Megan Greene, Spanish Financial Account Balance
- Dan Greenhaus, Global Purchasing Managers’ Indices
- Dylan Grice, U.S. Federal Debt on a Cash vs. Accruals Basis
- Jeffrey Gundlach, Shanghai Stock Exchange Composite Index ($SSEC)
- Jan Hatzius, U.S. Economic Data Surprises
- John Hussman, Projected S&P 500 vs. Real S&P 500 Returns
- Doug Kass, S&P 500 Trailing P/E 1961-1979 vs. 2001 to Current
- Tom Keene, 5Yr Moving Average of U.S. Real GDP
- Jordan Kotick, The Market Cycle
- Paul Krugman, Spanish 10-Year Yields
- Eric Lascelles, Gallup’s Daily Poll of Economic Confidence
- Joe LaVorgna, Federal Deposits of Withheld Income & Employment Taxes
- Bill McBride, % Job Losses in Post WW2 Recessions
- Michael McDonough, European Purchasing Managers Indices
- Jim O’Neill, 4 Week Moving Average of U.S. Initial Jobless Claims
- Tom Porcelli, Historical Relationships Between Mortgage Rates & Applications
- David Rosenberg, Real GDP vs. Real Potential GDP
- David Schawel, Coincident-to-Lagging Ratio
- Gary Shilling, Comparative Stock & Bond Performances
- John Stoltzfus, Performance of Broad Market & Sector Indices YTD
- Peter Tchir, Share Price of JP Morgan ($JPM)
- Jason Trennert, % of S&P 500 Stocks with Dividend Yields Exceeding US Treasury Yield
- Byron Wien, Global Distribution of Patent Applications
- Ellen Zentner, Job Growth vs. Volatility
BI would also like to send a major thanks to Bloomberg for letting us use screenshots from the Bloomberg Terminal, which many economists sent to us directly.
Take Note:
Editor’s Note: The above article may have been edited ([ ]), abridged (…), and reformatted (including the title, some sub-titles and bold/italics emphases) for the sake of clarity and brevity to ensure a fast and easy read. The article’s views and conclusions are unaltered and no personal comments have been included to maintain the integrity of the original article.
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