Timely research reports

[Timmy]

Is there value in a thread which provides links/access to timely research reports?

Here is a link to Goldman Sachs Economic Analyst, with their expectations for US economic releases for the coming week, outlook for the next year, and some discussion articles:

Goldman Sachs Weekly 09-18-2009

You will need a Scribd account/registration (free) to download the report.

 

[Timmy]

Here is a link to Goldman Sachs Wavefront Monitor: Equity Strategies, issued after the market close of Sept. 30.

The summary on page 1 doesn't have much to say really, overall it appears the market is starting to look to the earnings results in a couple of weeks for direction.

http://www.scribd.com/doc/20456735/GS-WaveFront-3009?autodown=pdf

You will need a Scribd account/registration (free) to download the report.

 

[Naked shorts]

Here is a link to Goldman Sachs Wavefront Monitor: Equity Strategies, issued after the market close of Sept. 30.

The summary on page 1 doesn't have much to say really, overall it appears the market is starting to look to the earnings results in a couple of weeks for direction.

http://www.scribd.com/doc/20456735/GS-WaveFront-3009?autodown=pdf

You will need a Scribd account/registration (free) to download the report.

If your into these things timmy, one thing you might want to do is set a google alert to send you an alert whenever a new PDF is put up on the GS website.

 

[Timmy]

If your into these things timmy, one thing you might want to do is set a google alert to send you an alert whenever a new PDF is put up on the GS website.

NS, can you see where on the GS site these reports are published? I have looked but couldn't find them ... which is why I get them from Scribd.

 

[Naked shorts]

NS, can you see where on the GS site these reports are published? I have looked but couldn't find them ... which is why I get them from Scribd.

http://www2.goldmansachs.com/ideas/index.html

But if you use alerts, you can have have it search the whole site so if something pops up in a another section, it will grab it (well it should, I have only just recently set it up).

 

[Timmy]

OK, thanks for that. I will give it a try.

 

[Timmy]

Released Oct 2.

Quite a good one, nice discussion of contributions to GDP growth from "Inventory Boost", and also the second part is a great run-down on a pretty dismal week of US economic figures.

 

[Timmy]

Released Oct. 2 also.

US Weekly Kickstart:Your five-minute guide to the US equity market: performance, earnings, valuation, & more

I tried the Google alerts thing NS, but had no luck.

I check this blog to find these reports:
http://f8analysis.blogspot.com/

This report is really interesting, for me mainly because of seeing the way GS look at the familiar from different angles.

 

[Timmy]

The Morgan Stanley Global Economic Forum is an old favourite, and with links from there to various other Morg Stanley resources. The Global Economic Forum is regularly updated, so I wont link to it again. What is written in this report often sets the tone for themes and debates in the days after its release.

http://www.morganstanley.com/views/gef/index.html