Orcam Research Database

• April 21, 2014

  The Relentless Bid

• April 11, 2014

  Turbulence – is it Different This Time?

• March 31, 2014

  Will Earnings be a Headwind in Q2?

• March 19, 2014

  Thoughts on the FOMC

• March 11, 2014

  Z.1 Flow of Funds Analysis

• February 20, 2014

  The US Economy is Hotter Than we Think

• February 10, 2014

  Special Report: Understanding QE

• January 26, 2014

  Welcome Back, Vol

• January 17, 2014

  How Weak is the Recovery?

• January 11, 2013

  Q1 Outlook – A Clarification

• January 1, 2014

  Q1 Outlook

• December 18, 2013

  Tapering is here – now what?

• December 12, 2013

  Q3 Z.1 Analysis

• December 4, 2013

  2014 Preview – Market Drivers

• November 20, 2013

  The Macro View – Is This a Bubble?

• November 6, 2013

  Very Good Years Tend to Get Better

• October 22, 2013

  An Unsustainable Divergence

• October 11, 2013

  What to make of the Government Shutdown?

• September 30, 2013

  Q4 Outlook

• September 29, 2013

  QD Update – Turning Less Bullish

• September 18, 2013

  No Taper, No Tantrum

• September 12, 2013

  Continue to Embrace the Fear

• August 29, 2013

  Embrace the Fear

• August 22, 2013

  The Bond Debacle

• August 19, 2013

  QD Update

• August 14, 2013

  Credit Trends

• August 03, 2013

  What Inning Is It?

• July 24, 2013

  Behavioral Clues?

• July 12, 2013

  An Event Driven Idea—Brazil

• July 6, 2013

  Q3 Outlook – 10 Questions Answered

• June 20, 2013

  “Taper” Turns to Tantrum

• June 17, 2013

  Where to From Here?

• June 6, 2013

  Z.1 Analysis – Risks to corporate profits?

• May 28, 2013

  The “Muddle Through” Economy Continues

• May 15, 2013

  The Teflon Market

• May 9, 2013

  Can We Measure A “Disequilibrium”?

• April 30, 2013

  Weak PMI Data – Cause for Concern?

• April 25, 2013

  10 For Thursday

• April 17, 2013

  Where is the Excessive Risk?

• April 10, 2013

  Q2 2013 Outlook

• March 27, 2013

  Why Cyprus Matters

• March 20, 2013

  The State of Corporate Profits

• March 17, 2013

  Cyprus – A Small Country, A Big Worry.

• March 13, 2013

  Tactical Update.

• March 7, 2013

  Z.1 Flow of Funds Analysis.

• March 6, 2013

  Is Inflation a Bigger Risk Than we Think?

• March 3, 2013

  The 30,000 Foot View.

• February 26, 2013

  A Disturbance in the Force?

• February 22, 2013

  The Global Outlook Still Looks Okay

• February 19, 2013

  Cracks in the Market Foundation?

• February 14, 2013

  Macro Thoughts and Outlook.

• February 8, 2013

  3 Things I Think I Think.

• January 24, 2013

  Too Much of a Good Thing?

• January 18, 2013

  The US Economy Still Looks OKAY

• January 8, 2013

  The Big Big Picture

• January 3, 2013

  Orcam Q1 2013 Outlook

• January 1, 2013

  The Fiscal Cliff Deal is a Market Positive

• December 28, 2012

  Going Out With a Whimper.

• December 26, 2012

  Macro Minute – Don’t Panic over the Fiscal Cliff.

• December 20, 2012

  Macro Update.

• December 18, 2012

  10 For Tuesday.

• December 14, 2012

  Macro Update.

• December 12, 2012

  A Big Change in Fed Policy?

• December 10, 2012

  The Inter-Temporal Conundrum.

• December 6, 2012

  Z.1 Flow of Funds Analysis.

• December 6, 2012

  Equity Update – Still Bullish into Year-End.

• December 5, 2012

  Z.1 Flow of Funds Analysis.

• December 3, 2012

  Global PMIs Still Point to Expansion.

• November 30, 2012

  Market Round-Up.

• November 28, 2012

  End of Year Thoughts.

• November 26, 2012

  US EConomy – Still Muddling Through.

• November 20, 2012

  Equity Strategy Update.

• November 19, 2012

  Less Uncertainty Is Bullish.

• November 16, 2012

  The Best of the Street.

• November 14, 2012

  Three Reasons for a Year-end Rally.

• November 12, 2012

  Where Are we in the De-leveraging?

• November 8, 2012

  Market Risk Now Favors the Upside.

• November 5, 2012

  Post-Election Aftermath.

• November 5, 2012

  Thoughts on the US Presidential Election.

• November 1, 2012

  Global Growth Looks Solid.

• October 31, 2012

  Undertainty Reigns Supreme.

• October 30, 2012

  Housing Market Outlook.

• October 25, 2012

  Is the Gold Bull Still Running?

• October 25, 2012

  The Fiscal “Cliff” that Isn’t

• October 23, 2012

  Sentiment Update – Complacency Reigns.

• October 18, 2012

  Macro Minute.

• October 17, 2012

  Still No Recession on the Horizon.

• October 15, 2012

  Why Recession Forecasting Matters.

• October 15, 2012

  Equity Outlook – Improving, but Still Risk Off.

• October 11, 2012

  The Power of Fear.

• October 10, 2012

  Fixed Income Outlook.

• October 9, 2012

  Market Insights – Risks Remain.

• October 6, 2012

  Is it Time to Take on the Widowmaker?.

• October 4, 2012

  The Best of the Street.

• October 4, 2012

  Rail Traffic Still Points to Growth.

• October 3, 2012

  US Economic Outlook.

• October 1, 2012

  5 Myths That Hurt Investors..

How to Use Orcam Investment Research

• October 1, 2012

  Welcome to Orcam Investment Research.

• October 1, 2012

  How to Benefit From Orcam Investment Research.

• January 10, 2013

  Understanding Multi-Temporal Portfolio Construction.

• October 29, 2012

  The “Investment” Myth.