Howard Sun submits: The presidential election cycle theory was developed by market historian Yale Hirsh. The key assumptions for this theory are that:Markets do well in a presidential election year.Markets do even better in the year leading up to the election.Markets are best performing in years three and four of...
This paper tests for the capitalization of policy platforms into equity prices using a sample of 70 firms favored under Bush or Gore platforms during the 2000 U.S. Presidential Election. Two sources of daily data during the six months leading up to the election are incorporated: firm-specific equity returns and...
Compete submits: For the past year I’ve offered analysis on this and other questions relating to the ongoing presidential election. I recently had the opportunity to speak on the topic at Compete’s Client Forum. I was privileged to have been joined on the stage by Evan Tracey,...
Although the housing demand seems to be stabilizing, the ripple effects in credit markets seem to be accelerating. Several large banks have revealed multi-billion dollar losses resulting from increasing mortgage defaults. This inevitably restricts capital flow throughout the economy both for businesses and individuals. Restrictions on capital flow tend to...
This is a tough time for investors when a presidential election is in question, unrest going on in Middle East, a nasty business downturn is on, and there’s a loss of faith in America’s institutions. But this phase had struck the market of 1973-74 and investors survived then, too.
The future of the American competitiveness has received short shrift from the presidential candidates, who instead are underscoring more here-and-now issues such as Iraq, universal healthcare, the subprime fallout. At least that's the view of Harvard Business blogger Tom Davenport, who says "my hope in this presidential...
The first issue of the new year leads pundits being unable to resist some predictions and observations about what 2004 may bring for newsletter publishing. For newsletter publishing overall, the biggest story of 2004 will be the one that isn't there. Specialized newsletters are very narrow focus, niche publications, but...
Brett Steenbarger submits: How you've been faring this year so far in the stock market is very much a function of the sectors you've been invested in. While the S&P 500 Index SPY has been down about 10% thus far in 2008, the commodities-related materials XLB and energy XLE...
While the offshore outsourcing of IT work may dominate the news in this presidential election year, savvy CIOs know that the success of their companies continues to depend on top-flight, in-house IT talent. In fact, there is a general consensus among CIOs that finding and keeping motivated and talented IT...
Changing Newsrooms from WithinNews coverageInteresting post. I believe the report also said that the news agenda is narrowing since the advent of online journalism, with two stories -- the Iraq war and the presidential election -- accounting for some 25% of news last year. Narrowing of the topics covered, as...
U.S. Customs and Border Protection CBP is the unified border agency within the Department of Homeland Security DHS. U.S. Customs and Border Protection have taken a number of steps to increase security across our borders during the "period of increased risk" leading up to the presidential election. These actions and...
It's a Presidential election year, which almost always means good financial news for the television industry. This year is no exception, as the political parties and leading candidates pour hundreds of millions of dollars into high-stakes TV ad campaigns. Meanwhile, where is network TV news in this mix? ...
By Alister Bull WASHINGTON (Reuters) - The Federal Reserve may be hesitant to raise interest rates ahead of the U.S. election in November, although there is no hard evidence to support the widely held view that politics influences monetary policy. The Fed has...
KING OF PRUSSIA, Penn. (Reuters) - The Federal Reserve has a limited role in a government plan to provide financial support for ailing mortgage finance firms Fannie Mae FNM and Freddie Mac FRE, Philadelphia Federal Reserve President Charles Plosser said on...
My turn -- yesterday we posted Advertising Age's predictions for 2008. Here are some of the PR and marketing trends I'll be watching in 2008: Marketing in an economic downturn: There seems to be a consensus that the U.S. will have an economic downturn in 2008,...
Another day, another grim stat for the advertising industry. Robert Coen, director of forecasting at Interpublic's Magna unit, predicted that ad spending will rise by only two percent this year, down from his 3.7 percent forecast in December. That would make 2008 one of the worst years for the industry in almost...
It's always nice to see an old friend succeed, especially when he does so by turning conventional wisdom on its head. And that's exactly what Josh Micah Marshall did last week by winning a prestigious George Polk Award for his Talking Points Memo blog site TPM. Eight...
The more headlines I read about the spat with Yahoo on one side and Microsoft and Carl Icahn on the other, the more the parent in me wants to call a time out and send everyone to their respective corners. At the beginning of the month, I titled a post,...
By Claudia Parsons SAN DIEGO (Reuters) - Democratic White House hopeful Barack Obama said on Saturday he was confident "prudent steps" by the U.S. government would stabilize mortgage giants Fannie Mae and Freddie Mac but that it was necessary to see how the...
By Claudia Parsons SAN DIEGO (Reuters UK) - Democratic White House hopeful Barack Obama said on Saturday he was confident "prudent steps" by the U.S. government would stabilize mortgage giants Fannie Mae and Freddie Mac but that it was necessary to see how the situation ...
