MORGAN STANLEY RESEARCH Morgan Stanley & Co.
NOVEMBER 4, 2009
North North America America
HIGHLIGHTS
INVESTMENT PERSPECTIVES
21 Semiconductors Downgrade Semis and Equipment Groups to Cautious ...
US GDP reignites not only equities rally but base metals, precious metals, oil all at the same time...Dollar pulling back after 5 days of winning streak and believe that with good GDP data, it will...
The purpose of this document is to set the framework for an equity indexing methodology, which would be used in developing the required procedures for the creation and management of equity index fu...
Forget the Dow Jones' recent flirtation with the 10,000 level. Real money consists of something more tangible and reflective of a store of value. Gold, say. Or investments backed by the superior fu...
Hedge Fund Monitor
Market Analysis
Market Analysis | Global 05 October 2009
HFs up in September for the seventh month in a row
Mary Ann Bartels +1 646 855 0206
Large Specs crowded long gold, NDX...
Learn about David Riedel's new Emerging Markets Investing Thesis.Emerging markets equities have recovered strongly from their trough in October 2008, benefiting from recent global liquidity and sti...
CIRA Small/Mid Cap US Equity Strategy
1
Small/Mid Cap Monthly Insights Conference Call
September 29, 2009
Lori Calvasina Small/Mid Cap US Equity Strategist 212-816-6499 lori.e.calvasina@citi.com
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I was messing around with the data available at the Federal Reserve Board of Governors. With the talk about monetary policy and the recent news about household net worth, I thought I'd take a look ...
The BEST Economic Statistics Technology (BEST) Long/Short Index (LSI) is proportional to a recursively computed probability that the underlying price will continue to increase, to decrease, or to ...
I tried to take the most salient points from a recent Fitch report on restaurants to point out the things that matter in the industry. Recovery is a ways off, but some of the players are managing t...
A comprehensive refutation to the V-shaped, "green shoots" jobless and revenue-less 2009 economic and equity recovery being propagated through various media.