Research

New Articles

Weekly Market and Economic Commentary, January 4, 2010  [pdf]
Your Financial Future, January, 2010  [pdf]

Previous Articles

Sapient Snippets, November 2009  [pdf]
Slowly Fueling the Recovery   (July 6, 2009)
Sustainable Investing in Emerging Markets   [pdf]  (July 9, 2009)
Opportunity: Increasing Exposure to High Yield Fixed Income   [pdf]  (July 8, 2009)
Inflation the Next Concern?   (June 10, 2009)
Opportunity: Increasing Exposure to Small Cap Companies   [pdf]  (June 11, 2009)
Meltdown Meltup?   (May 25, 2009)
Water: a Rising Tide of Smart Investing Plays   [pdf]  (April 23, 2009)
The Good, The Bad & The Missing   (March 24, 2009)
Market Resilience   [pdf]  (March 24, 2009)
Companies That Care 2009 Honor Roll   [pdf]  (March 2009)
Good News, Bad News: Where we are now?   (February 2, 2009)
Where Are We on the Road to Recovery?   [pdf]  (February 2, 2009)
Water Scarcity and Climate Change   [pdf]  (February 2009)
A Green Global Recovery?   [pdf]  (February 2009)
Assessing the Damage, Repairs in Progress   (January 15, 2009)
Emotional Rollercoaster   [pdf]  (January 15, 2009)
The Most Environmentally and Socially Controversial Companies in 2008   [pdf]  (January 15, 2009)

If you would like to receive weekly email updates on the market and economy, please email me at nicole.brucker@thesapientsolution.com.

Weekly Market Commentaries  [pdf]

July 13, 2009 "This-ISM, That-ISM"
June 1, 2009 Is a Weak Summer for Stocks Ahead?
May 11, 2009 Twin Engines
May 4, 2009 Earnings Respect
Apr 27, 2009 Potential Pandemic
Mar 30, 2009 The G20 and the Global Recession
Mar 23, 2009 The Dollar Takes a Dive
Mar 16, 2009 Stocks Catch Up
Mar 9, 2009 Five Reasons Not to Panic
Mar 2, 2009 Mortgage Modification May Move Markets
Jan 12, 2009 The First Days of 2009
Jan 5, 2009 Healing in Housing
Dec 15, 2008 Is Diversification Dead?
Dec 8, 2008 Bottoming Process Underway
Nov 24, 2008 Back to 1997
Nov 17, 2008 What Is Priced In?
Nov 10, 2008 Bubbles
Oct 27, 2008 The World Catches a Cold
Oct 20, 2008 Relief and Retest
Oct 6, 2008 Unhappy Anniversary

Weekly Economic Commentaries  [pdf]

July 13, 2009 Firming Up Q2, and Second Half '09 GDP Forecasts
June 1, 2009 Will the Auto Sector Turmoil Detour the Road to Recovery?
May 11, 2009 What's Next?
May 4, 2009 Incoming Data Supports Base Case for 2009
Apr 27, 2009 Q1 2009 GDP Report Due Out This Week
Mar 30, 2009 Waiting for Confirmation
Mar 23, 2009 Back End of Economy Crashing
Mar 16, 2009 Economy Still Tracking to Base Case
Mar 9, 2009 Front End May Be Stabilizing, Back End Still a Mess
Mar 2, 2009 Sticking with Our Base Case on the Economy
Jan 12, 2009 Is the "Free Pass" Over?
Jan 5, 2009 Rocky End to 2008 Documented in the Economic Data
Dec 15, 2008 Downside Continues. Any Glimmers of Hope?
Dec 8, 2008 It's Still Getting Worse
Dec 1, 2008 Before It Gets Better, It Has to Stop Getting Worse
Nov 24, 2008 Revising Near Term Real GDP Forecast
Nov 17, 2008 Markets Still Trying to Assess Recession
Oct 27, 2008 Q3 2008 GDP Likely to be Negative
Oct 20, 2008 The Great Debate
Oct 6, 2008 Crisis Spreads from Wall Street to Main Street
Sep 22, 2008 Will Financial Turmoil Spillover into the Real Economy?