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Strategies & Market Trends : Free Float Trading/ Portfolio Development/ Index Stategies
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From: dvdw©12/15/2011 12:06:25 PM
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Dennis Roth contributed this 150 page report from CITI a few days ago..We are glad to have it as it provided an interesting baseline which has a ton of utility for our own work. The report itself is written like a CIA situation report, its organized its such a way as to provide macro information production value.

The most interesting thing i noted is that they have no comparative valuation analysis with respect to the continuum of publishing these types of reports. The absence of methodology, about the claims made throughout, makes the entire report one codifying a useful framework.




To: Dennis Roth who wrote (160910) 12/13/2011 10:11:52 AM From: Dennis Roth of 161168 *OT* Equity Strategy & Economics
The Road Ahead 2012: North America — A Delve Into 2012

CIRA North America strategists and equity analysts look at what lies ahead for 2012.

150 pages, weekend reading material for when you have time and are thinking about your
strategy for next year. FWIW
https://www.citigroupgeo.com/pdf/SNA3FCA1.pdf

Counterprogramming Systems is a new field for most, and hence the concepts required, need to be invented.
We'll continue to provide the baselines for understanding the field by building upon the strong foundation now firmly in place.
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