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Current Research & News

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The following research items are available only to Confluence subscribers. Please click on an item below to login or to apply for a complimentary subscription.

Confluence Market Commentary

Daily Commentary
by Bill O'Grady and Kaisa Stucke (Feb 22, 2012) 9:30 AM ET
Monthly Energy Comment
by Bill O'Grady (Aug 30, 2011)
Weekly Energy Charts
by Bill O'Grady and Kaisa Stucke (February 17, 2012)
Current Perspectives - First Quarter 2012 Update
by Bill O'Grady and Mark Keller (February 2012)
Current Perspectives - Our 2012 Outlook
by Bill O'Grady and Mark Keller (December 13, 2011)
Current Perspectives - The Case for Hard Assets
by Bill O'Grady and Mark Keller
Current Perspectives - Is a Recession Looming?
by Bill O'Grady and Mark Keller (July 28, 2011)
Current Perspectives - The 2011 Outlook
by Bill O'Grady and Mark Keller (December 2010)
Current Perspectives - 2008 Redux?
by Bill O'Grady and Mark Keller (June 1, 2010)
Current Perspectives - The 2010 Outlook
by Bill O'Grady and Mark Keller (January 6, 2010)
Current Perspectives - The Inflation/Deflation Debate
by Bill O'Grady and Mark Keller (Sept. 24, 2009)

Weekly Geopolitical Reports

Weekly Geopolitical Report - The Russian Protests
by Bill O'Grady (February 13, 2011)
Weekly Geopolitical Report - The French Elections
by Bill O'Grady (February 6, 2012)
Weekly Geopolitical Report - Update on Iran
by Bill O'Grady (January 30, 2012)
Weekly Geopolitical Report - The Obama Doctrine
by Bill O'Grady (January 23, 2012)
Wkly Geopolitical Report - Archetypes of American Foreign Policy
by Bill O'Grady (January 9, 2012)

Asset Allocation Portfolios

Asset Allocation Quarterly - First Quarter 2012
(January 3, 2012)
Asset Allocation Quarterly - Fourth Quarter 2011
(October 3, 2011)
Asset Allocation Quarterly - Third Quarter 2011
(July 1, 2011)
Asset Allocation Quarterly - Second Quarter 2011
(April 1, 2011)
Income With Growth - Sample Model Portfolio
(April 30, 2009)
Asset Allocation Through Cycles
(August 10, 2009)
Growth & Income - Sample Model Portfolio
(April 30, 2009)
Growth - Sample Model Portfolio
(April 30, 2009)
Aggressive Growth - Sample Model Portfolio
(April 30, 2009)