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Table of Contents
1 Cover
4 Preface
8 Chapter 1: “Unloved” Bull Markets Investor Sentiment Public Funds Pension Plans and Endowments Anecdotal Examples of Unloved Confidence Yields Suggest “Unloved” Other Assets Does Rate of Return Matter? Top Ten Reasons I Missed the Bull Market Unloved? Why?
9 Chapter 2: Was the Bull Market Sensible? Annual Returns Sectors and Volatility Earnings Value Down Days Similar Crashes, Similar Recoveries Summary
10 Chapter 3: News and Stock Prices Industry-Specific News Expectations
11 Chapter 4: Economic Setting Europe China Economic Surprises Summary
12 Chapter 5: Inflation and Interest Rates Stuck in the 1970s Phony, Fabricated, and Dangerous Negative Interest Rates Why Didn't the Easy Monetary Policy Ignite Inflation? Capacity Utilization 2009 Outlook Velocity of Money Are Low Interest Rates Rational and Normal? Summary
13 Chapter 6: The Federal Reserve and Monetary Policy Money Supply Europe and China Peak Conditions Neutral Monetary Policy M1 Not Rates Summary
14 Chapter 7: Unemployment Spending Leads Employment Phillips Curve Summary
15 Chapter 8: Betting on a Lackluster Stock Market and Higher Interest Rates
16 Chapter 9: Volatility Events 1990 and 1998 CNBC TV Value Setbacks and Theme Reversals Accepting the Stock Market as It Is Summary
17 Chapter 10: Six Pieces of Bad Information Overpriced? Deflation Corporate Buybacks Lackluster Revenue Growth and Earnings Corporate Debt Inverted Yield Curve Summary
