Green Book July 1984
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Featured Articles
Bond Market Summary
T-bonds at their recent lows were down 30% from peak levels. Yes, it has been a bear market, but it may be about over. At minimum, a move to a 12% level is expected before election day.
Inside the Stock Market
June was down in the middle and up at the end. The net was a 2.5% gain for the DJIA and 1.8% for the S&P 500. Not much, but a decided improvement over May. Actually, in the midst of the June churning, some significant undercurrents were occurring.
Results of the June 14, 1984 Screen Tests
Jim Floyd has run new computer screens for the Consumer High Growth sector, Regional Bank Double Plays, The Undervalued & Unloved issues and the Growth Stock Bargain Basket.
The Financial Department Store: Vision or Mirage?
It seems many of the financial department store builders may have lost touch with realities. Upscale financial product consumers, the most profitable market, are looking for expertise, not breadth.
View from the North Country
Ruminations from “The Road” – Recent visits and client lunches in New York, Philadelphia, Baltimore and earlier in San Francisco and Seattle have played an important part in what follows… Playing Interest Rate Politics – Polls were taken at our two June luncheons in New York to see what impact our guests thought a move in interest rates, prior to the November election, might have on the stock market.
Table of Contents
Stock Market
- View from the North Country
- Inside the Stock Market
- The Financial Department Store: Vision or Mirage?
Of Special Interest
Macro Monitor
Bond Market Summary
T-bonds at their recent lows were down 30% from peak levels. Yes, it has been a bear market, but it may be about over. At minimum, a move to a 12% level is expected before election day.
Inside the Stock Market
June was down in the middle and up at the end. The net was a 2.5% gain for the DJIA and 1.8% for the S&P 500. Not much, but a decided improvement over May. Actually, in the midst of the June churning, some significant undercurrents were occurring.
Results of the June 14, 1984 Screen Tests
Jim Floyd has run new computer screens for the Consumer High Growth sector, Regional Bank Double Plays, The Undervalued & Unloved issues and the Growth Stock Bargain Basket.
The Financial Department Store: Vision or Mirage?
It seems many of the financial department store builders may have lost touch with realities. Upscale financial product consumers, the most profitable market, are looking for expertise, not breadth.
View from the North Country
Ruminations from “The Road” – Recent visits and client lunches in New York, Philadelphia, Baltimore and earlier in San Francisco and Seattle have played an important part in what follows… Playing Interest Rate Politics – Polls were taken at our two June luncheons in New York to see what impact our guests thought a move in interest rates, prior to the November election, might have on the stock market.
Stock Market
- View from the North Country
- Inside the Stock Market
- The Financial Department Store: Vision or Mirage?