Chapter 1: Predicting the Past

Appendix 1.1 – “That M&A Tax Scare Rattling the Markets” (WSJ, 1987)

Appendix 1.2 – “Who’s the Bull Here?” (Washington Post, 1995)

Appendix 1.3 – “Wall Street Seer” (Barron’s, 1997)

Chapter 2: Predicting the World

Appendix 2.1 – The Protests of Economists Against the Smoot-Hawley Tariff

Appendix 2.2 – World Economic Outlook: 1998-Present

Chapter 3: Predicting Technology & Productivity

Appendix 3.1 – US Adoption Rates of New Technologies, 1900-2014

Chapter 4: Predicting Inflation

Appendix 4.1 – Alternative Measures of Wages & Labor Cost

Appendix 4.2 – Alternative Measures of Prices

Chapter 5: Predicting Business Cycles

Appendix 5.1 – US Business Cycle Expansions and Contractions: 1854-Present

Appendix 5.2 – US Business Cycle Peaks and Troughs: Announcement Dates

Appendix 5.3 – Gross Domestic Product, Gross National Product, and National Income

Chapter 6: Predicting Consumers

Appendix 6.1 – Alternative Measures of Employment

Appendix 6.2 – Personal Income and Its Disposition

Chapter 7: Predicting Demography

Appendix 7.1 – US Demographic Cohorts

Chapter 8: Predicting Real Estate

Appendix 8.1 – Hollywood’s S&L Cautionary Tale: It’s a Wonderful Life

Appendix 8.2 – Credit Derivatives: Basic Definitions

Appendix 8.3 – Bernanke’s Fed and the Lehman Bankruptcy

Chapter 9: Predicting the Fed

Appendix 9.1 – Annual Jackson Hole Economic Policy Symposium Themes: 1978-Present

Appendix 9.2 – Chairs of the Federal Reserve, a Chronology

Appendix 9.3 – Chairs of the Council of Economic Advisers, a Chronology

Appendix 9.4 – Yellen’s Comments on Fed Purchasing Corporate Bonds and Stocks

Chapter 10: Predicting Bonds

Appendix 10.1 – Financial Accounts of the United States, Instruments (FRB)

Appendix 10.2 – Financial Accounts of the United States, Sectors (FRB)

Chapter 11: Predicting Commodities

Appendix 11.1 – CRB Raw Industrials Spot Price Index Basic Facts

Chapter 12: Predicting Currencies

Appendix 12.1 – US International Transactions

Chapter 13: Predicting Corporate Earnings

Appendix 13.1 – Summary Corporate Income Statement

Appendix 13.2 – Deriving 12-Month Forward Earnings

Appendix 13.3 – Corporate Profits

Chapter 14: Predicting Valuation

Appendix 14.1 – Greenspan’s Fed on Stock Market Valuation

Chapter 15: Predicting Stocks

Appendix 15.1 – Major US Stock Market Indexes

Appendix 15.2 – Dow Jones Averages Overview

Appendix 15.3 – S&P 500 Bull Markets Since 1928

Appendix 15.4 – S&P 500 Bear Markets and Corrections Since 1928

Chapter 16: Predicting the Future

Appendix 16.1 – Technological Innovations: Yesterday, Today, and Tomorrow