Steven E Bolten - Stock market cycles

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Steven E Bolten - Stock market cycles

Postby acepsut » 08 Aug 2011, 12:03

a practical explanation *

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Product Description

Anyone who wants to understand stock market cycles and develop a focused, thoughtful, and solidly grounded valuation approach to the stock market must read this book. Bolten explains the causes and patterns of the cycles and identifies the causes of stock price changes. He identifies the sources of risks in the stock market and in individual stocks. Also covered is how the interaction of expected return and risk creates stock market cycles. Bolten talks about the industry sectors most likely to be profitable investments in each stage of the stock market cycles, while identifying the stock market bubble and sinkhole warning signs. The role of the Federal Reserve in each stage of the stock market cycle is also discussed. All the categories of risk are identified and explained while no specific risk is left undiscussed. The underlying causes for long-term stock price trends and cycles are highlighted. The book is useful in many areas including stock analysis, portfolio management, cost of equity capital, financing strategies, business valuations and spotting profit opportunities caused by general economic and specific company changes.

Table of Contents

Title Page
Contents
Acknowledgments
1: Introduction
2: Causal Valuation Factors
Note
Appendix 2A: Reported Earnings Considerations
Appendix 2B: Definitions
3: Causal Valuation Factors Interaction
Appendix 3A: The Yield Curve
4: Portfolio Asset Allocation Implications
Note
Appendix 4A: Sector Rotation Categories
5: Individual Stock Price Implications
6: Industry Life Cycle
Notes
7: The Price/Earnings Multiple
Appendix 7A: The Nongrowth Price/Earnings Multiple Derived
Appendix 7B: The Default-Risk-Free, Nongrowth Time Horizon Duration
8: Empirical Studies
The Generation of Stock Market Cycles
Abstract
Introduction
Conclusions
References
A Note on Cyclical and Dynamic Aspects of Stock Market Price Cycles
References
Long-Term Asset Allocation under Dynamic Interaction of Earnings and Interest Rates
Introduction
Abstract
References
Conclusions
A Note on the Price Earnings Multiple
Notes
Introduction
Time Horizon Premiums as a Measure of Stock Market Bubbles
Conclusion
Endnotes
References
The Influence of Liquidity Services on Beta
Introduction
References
The Impact of Management Depth on Valuation
Introduction
Conclusion
Summary
Endnote
Bibliography
Index
About the Author

* http://www.amazon.com/Stock-Market-Cycl ... 1567203205
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