Green Book October 1984
Subscribe to Advisor Newsletter
Leuthold Advisors Newsletter subscriptions include a no-obligation 14-day trial. Cancel at any time before the 14 days are over and you will not be billed.
Subscribe nowLogin
For full access, please enter your credentials.
Featured Articles
Bond Market Summary
We look for higher bond prices by the end of October, once the Treasury financing is out of the way. Pension fund lock-up buyers remain a strong positive factor. But what is really needed is some post-election indication of political fiscal responsibility.
Inside the Stock Market
From a portfolio performance standpoint, the stock market fizzled out in September. The market averages posted small losses for the month and those who were anticipating another surge on the bright side were sadly disappointed.
New Screens…Want Some New Stock Ideas?
Jim Floyd has just run new computer screens for the Consumer High Growth sector, Regional Bank Double Plays, the Undervalued & Unloved issues and the Growth Stock Bargain Basket. There are many changes. Each of these screens is discussed with all additions and deletions noted.
Short Bonds vs. Long Bonds: Gain and Loss Potential
For several years now, this publication’s focus has been on long 20-year bonds, while many clients owning bonds maintain average 6-7 year maturities. Herein, we compare future performance of long and short bonds over several time horizons in a variety of projected interest rate environments, including projected parity levels for the stock market.
View from the North Country
How High the Moon? How much longer can the strength in the dollar continue?.....Change in Outlook For “Value Stocks? Not really. Several months ago, this publication expressed concern over the growing popularity of “value” investing, reducing portfolio emphasis. Then in this issue we added three new “value” stocks to the portfolio. What’s going on?
What Ails the Stock Market?
After the explosion of two months ago the stock market has gone nowhere. What is wrong with it? Well, I think it may be having some supply/demand problems.
“The Far Side”
I have found myself increasingly amused by the really weird humor of Gary Larson.
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
We look for higher bond prices by the end of October, once the Treasury financing is out of the way. Pension fund lock-up buyers remain a strong positive factor. But what is really needed is some post-election indication of political fiscal responsibility.
Inside the Stock Market
From a portfolio performance standpoint, the stock market fizzled out in September. The market averages posted small losses for the month and those who were anticipating another surge on the bright side were sadly disappointed.
New Screens…Want Some New Stock Ideas?
Jim Floyd has just run new computer screens for the Consumer High Growth sector, Regional Bank Double Plays, the Undervalued & Unloved issues and the Growth Stock Bargain Basket. There are many changes. Each of these screens is discussed with all additions and deletions noted.
Short Bonds vs. Long Bonds: Gain and Loss Potential
For several years now, this publication’s focus has been on long 20-year bonds, while many clients owning bonds maintain average 6-7 year maturities. Herein, we compare future performance of long and short bonds over several time horizons in a variety of projected interest rate environments, including projected parity levels for the stock market.
View from the North Country
How High the Moon? How much longer can the strength in the dollar continue?.....Change in Outlook For “Value Stocks? Not really. Several months ago, this publication expressed concern over the growing popularity of “value” investing, reducing portfolio emphasis. Then in this issue we added three new “value” stocks to the portfolio. What’s going on?
What Ails the Stock Market?
After the explosion of two months ago the stock market has gone nowhere. What is wrong with it? Well, I think it may be having some supply/demand problems.
“The Far Side”
I have found myself increasingly amused by the really weird humor of Gary Larson.