Green Book February 1985
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Featured Articles
A Look in the Rearview Mirror
This annual exercise is a critical review of the studies, portfolio shifts, recommendations and market strategies as presented in this publication over the last year or so...both the good and the bad.
And Now What About Quality Growth Stocks?
Our initial May 1984 move into these “Gilt Edged Growth Stocks” has not really been paying off. Herein we re-examine this sector of the market in an effort to determine what is wrong. We did much the same thing a few months ago, concluding these stocks should be good relative performers in 1985. Now we are not so sure and have a “hold” on increasing these holdings.
Bond Market Summary
Bond returns are not expected to keep pace with stocks over the next 6-12 months. Shorter-term we remain cautious toward the bond market, but would become aggressive should it appear Reagan and Congress are coming together on the deficit.
Fearless Forecasts
This is this publication’s annual absurd outrageous (and sometimes correct) prognostications. Don’t confuse these with the more traditional economic and market predictions. They are frivolous flights of foolishness and fantasy, and some have become reality. New readers should be alerted that some of these border on being “sick” and you may be offended.
Inside the Stock Market
The caution flags were taken down in January. This is one of the most powerful looking markets I have seen in my 24 years in the business.
Results of December Year End Bottom Fishing Expedition
The twelve stocks on the list that we especially recommended were up an average of 19%. Once again, this exercise proved to be an effective trading strategy...of course the overall market did help us out a bit this year.
View from the North Country
It Feels Good: For the first time in a long time, equities are more heavily weighted than bonds in our Asset Allocation Models… Wanted: Potential High-Tech Survivors: We want to add about five more names to the potential survivor list and are open to suggestions… Pension Fund Shrink: The dramatic changes now taking place in private pension funds and the investment implications thereof.
Table of Contents
Stock Market
- View from the North Country
- Inside the Stock Market
- Results of December Year End Bottom Fishing Expedition
- A Look in the Rearview Mirror
Of Special Interest
Macro Monitor
At Random
A Look in the Rearview Mirror
This annual exercise is a critical review of the studies, portfolio shifts, recommendations and market strategies as presented in this publication over the last year or so...both the good and the bad.
And Now What About Quality Growth Stocks?
Our initial May 1984 move into these “Gilt Edged Growth Stocks” has not really been paying off. Herein we re-examine this sector of the market in an effort to determine what is wrong. We did much the same thing a few months ago, concluding these stocks should be good relative performers in 1985. Now we are not so sure and have a “hold” on increasing these holdings.
Bond Market Summary
Bond returns are not expected to keep pace with stocks over the next 6-12 months. Shorter-term we remain cautious toward the bond market, but would become aggressive should it appear Reagan and Congress are coming together on the deficit.
Fearless Forecasts
This is this publication’s annual absurd outrageous (and sometimes correct) prognostications. Don’t confuse these with the more traditional economic and market predictions. They are frivolous flights of foolishness and fantasy, and some have become reality. New readers should be alerted that some of these border on being “sick” and you may be offended.
Inside the Stock Market
The caution flags were taken down in January. This is one of the most powerful looking markets I have seen in my 24 years in the business.
Results of December Year End Bottom Fishing Expedition
The twelve stocks on the list that we especially recommended were up an average of 19%. Once again, this exercise proved to be an effective trading strategy...of course the overall market did help us out a bit this year.
View from the North Country
It Feels Good: For the first time in a long time, equities are more heavily weighted than bonds in our Asset Allocation Models… Wanted: Potential High-Tech Survivors: We want to add about five more names to the potential survivor list and are open to suggestions… Pension Fund Shrink: The dramatic changes now taking place in private pension funds and the investment implications thereof.
Stock Market
- View from the North Country
- Inside the Stock Market
- Results of December Year End Bottom Fishing Expedition
- A Look in the Rearview Mirror