Green Book February 1983
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Featured Articles
Bond Market Summary
It would appear the bond market correction has further to go. In a few months we will probably recognize this as the first interest rate “hiccup” of the economic recovery.
Inside the Stock Market
Science & Technology and Inflation Hedge (natural resource) stocks led the market in January. Near term rise in some commodity prices does not indicate high inflation returning. Longer-term measures still at comfortably low levels and most trending down. Don’t panic.
Opportunity in the Unlikely
Long-term municipals now extraordinarily cheap relative to other fixed income instruments. Strange as it may seem, Muni’s may even be relatively attractive for non-taxable portfolios.
The DJIA Is Selling at Over 50 Times Earnings
The P/E for this most popular market measure is incredibly distorted by a handful of component stock. When will Dow Jones bite the bullet and improve this index?
View from the North Country
Fearless Forecasts, our Annual feature of whimsical, but sometimes accurate prediction of coming events. Not for stuffy or squeamish readers.
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Bond Market Summary
It would appear the bond market correction has further to go. In a few months we will probably recognize this as the first interest rate “hiccup” of the economic recovery.
Inside the Stock Market
Science & Technology and Inflation Hedge (natural resource) stocks led the market in January. Near term rise in some commodity prices does not indicate high inflation returning. Longer-term measures still at comfortably low levels and most trending down. Don’t panic.
Opportunity in the Unlikely
Long-term municipals now extraordinarily cheap relative to other fixed income instruments. Strange as it may seem, Muni’s may even be relatively attractive for non-taxable portfolios.
The DJIA Is Selling at Over 50 Times Earnings
The P/E for this most popular market measure is incredibly distorted by a handful of component stock. When will Dow Jones bite the bullet and improve this index?
View from the North Country
Fearless Forecasts, our Annual feature of whimsical, but sometimes accurate prediction of coming events. Not for stuffy or squeamish readers.