Recent Additions

Suggestions Welcome

at Info[at]CrestmontResearch.com, or use this Contact Form.

As information is added to the site, this page will list the significant additions and changes for returning visitors to quickly identify the new information. New developments are expected to be included periodically. Suggestions for new or expanded research initiatives are welcomed at: Info[at]CrestmontResearch.com, or via the Contact Form.

Updates and new additions will generally be posted quarterly, except following year-end when annual updates are posted monthly in sets during the first quarter.

Note

The Crestmont Research website has undergone a series of upgrades. Financial Physics has been incorporated into the Stock Market tab as a separate section. In addition, the hedge fund field is no longer a core area of research and has been discontinued.

Please let us know if you find a broken or misdirected link, typos, issues with the site, or suggestions for enhancements.

Stock Market

  Updated
Through
Last
Update
 Featured Items  
NEWOutlook: How Crestmont Research Forecasts  
RECENTSerious Implications: Forecast Skew Over the Next Decade  
RECENTThe Big Shift: A Secular Realignment of Profits and P/E  
 Secular Stock Market Cycles  
NEWOutlook: How Crestmont Research Forecasts  
 Understanding Secular Stock Market Cycles  
 Are We There Yet? Secular Stock Market Cycle Status  
 Stock Market Matrix2018Mar 4, 2019
 Secular Cycles Explained2018Jan 7, 2019
 Secular Cycles2018Jan 18, 2019
 Secular Cycle Dashboard2018Jan 18, 2019
UPDATEThis Secular Bear…So FarJun 2019Jul 9, 2019
 Secular Bear Example  
 Living Through the Last Secular Bear  
 Deja Vu  
 Long-Term Returns  
 Where Did It Come From: Is the Trend Your Friend?  
 Components of Return2018Jan 7, 2019
 Waiting for Average Apr 5, 2016
 Groundhog Decade for Stocks  
 Generation Returns2018Jan 7, 2019
 Distorted Averages2018Jan 7, 2019
 Gazing at the Future2018Jan 7, 2019
 Stock Market Yo-Yo2018Jan 7, 2019
 Must Be Present to Win (Or Lose?)  
 Shiller Shortfall  
 Financial Physics  
 Crestmont’s Research: Putting It Together2018Mar 4, 2019
 Financial Physics2018Mar 4, 2019
 Dissecting Returns  
 P/E Ratio  
 Secular Stock Market P/EDec 2018Jan 7, 2019
UPDATEThe P/E Summary (Quarterly)Jun 2019Jul 9, 2019
 The P/E Report (Annual)Dec 2018Jan 7, 2019
 The Truth About P/Es  
 P/E: Forward Operating Averages 122018Jan 18, 2019
 Nightmare on Wall Street2016Feb 5, 2017
 P/E Ratios & Inflation2018Jan 18, 2019
 P/E Ratio vs. Dividend Yield2018Jan 7, 2019
 Natural Pinnacle to P/Es  
 Earnings & Economy  
UPDATEEarnings Trends: History & FutureJun 2019Jul 9, 2019
 Converging on the Horizon2015Feb 8, 2016
 EPS Reality2018Mar 4, 2019
 It’s Not the Economy2018Mar 4, 2019
 Beyond The Horizon: Redux 2011  
 Back to the Horizon Dec 2008
 Beyond the Horizon  
 Siegel’s Shortfall  
 Market Volatility  
UPDATEStock Market Volatility: An Erratic CycleJun 2019Jul 9, 2019
 Significant Swings2018Jan 7, 2019
 Stock Market Returns & VolatilityDec 2018Jan 7, 2019
 Volatility in PerspectiveDec 2018Jan 7, 2019
 Calm Before the Storm  
 A Minsky Review  
 Investment Implications  
RECENTThe Big Shift: A Secular Realignment of Profits and P/E  
RECENTSerious Implications: Forecast Skew Over the Next Decade  
FAVORITEReconciliation Principle: Returns & Forecasts Must Add Up  
 Exit from Wonderland  
 Half & Half: Why Rowing Works2018Jan 7, 2019
 The Impact of Losses  
 Game Changer Apr 5, 2013
 Row, Not Sail  
 Portfolio Mismanagement  
 Markowitz Misunderstood  
 Destitute at 80: Retiring in Secular Cycles  
 Rowing vs. the Roller Coaster  
 Looming Crisis  
 Up & Down Capture Graph2018Jan 18, 2019
 Up & Down Capture2018Jan 18, 2019
 Impact of Rebalancing  

Interest Rates

  Updated
Through
Last
Update
 Interest Rate History  
 Bond Yields: Reasonable Expectations2018Jan 18, 2019
 The Yield Curve, the Fed, & P/Es2018Jan 18, 2019
 The 6/50 Rule2018Jan 18, 2019
 The 10-Year Treasury Note2018Jan 18, 2019
 Interest Rates & Inflation2018Jan 18, 2019
 Dynamic History2017Feb 3, 2017
 Investment Implications  
 Ladder in a Bear2018Jan 18, 2019
 Climb the Ladder2018Jan 18, 2019
 Surfing the Roll  
 Other  
 Grossly Misunderstood Debt  

Economy

  Updated
Through
Last
Update
 Economic Growth  
 Recessions By Decade: Record on the Horizon  
 Economic Cycle Dashboard  
 Worst Recovery Since…Ever?2018Mar 4, 2019
 GDP – Real Economic Growth2018Mar 4, 2019
 GDP & Economic Productivity2018Mar 4, 2019
 GDP & Population Growth2018Mar 4, 2019
 General Economy  
 GDP – Nominal: 10-Year Rolling Components2018Mar 4, 2019
 GDP – Nominal & EPS2018Mar 4, 2019

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