Green Book June 1990
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Featured Articles
1990 Stock Market/Bond Market Relationship
So far in 1990, the two markets have moved very much in tandem, at least in terms of direction. Has the bond market been keying on the stock market or has the stock market been keying on the bond market?
Bond Market Summary
The bond market surged upward in the first part of May, and then consolidated those gains for the remainder of the month. Bonds have again blasted upward here on the first day of June.
Client Questions About Our Equity Strategy
Most, but not all of these are actual client questions recently fielded by The Leuthold Group. A few are questions we think some of you might like to ask, but are reluctant to do so.
Consumer Growth Stock Bargains
In recent months we have been increasingly impressed by the improving relative performance of consumer growth stocks. This month a four stock package of consumer growth stocks was introduced as a formal portfolio sector.
Joke of the Month
The winner this month comes from Susan Storms in The Leuthold Group. This was not a hometown decision. The panel of judges had no idea who submitted what jokes. If you find this joke offensive, it should be noted that Susan herself is Catholic.
Scanning the Marketss
A performance run down for our equity market sectors ranked by May 1990 performance. All screen based Quantitative Themes are included, both active and experimental.
Still Cautious, But…
The May market surge was both impressive and unexpected. Most of Wall Street was surprised by the magnitude of the move.
Stock Market Performance In Historical Perspective
A few months ago John Lillard, President of JMB Institutional Realty, had a great idea for us. One of John's suggestions was that we compile histograms of past stock market performance to help put the recent outstanding stock market performance in better perspective. Yes, some of our best ideas come from clients.
View from the North Country
"Gorby" Visits The Leuthold Group...Graying Of America And The Pension And Related Services Business...Client Feedback On Japan...California Real Estate Update
Table of Contents
Stock Market
- Still Cautious, But…
- Client Questions About Our Equity Strategy
- 1990 Stock Market/Bond Market Relationship
- View from the North Country
- Stock Market Performance In Historical Perspective
Of Special Interest
Macro Monitor
Equity Strategies
At Random
1990 Stock Market/Bond Market Relationship
So far in 1990, the two markets have moved very much in tandem, at least in terms of direction. Has the bond market been keying on the stock market or has the stock market been keying on the bond market?
Bond Market Summary
The bond market surged upward in the first part of May, and then consolidated those gains for the remainder of the month. Bonds have again blasted upward here on the first day of June.
Client Questions About Our Equity Strategy
Most, but not all of these are actual client questions recently fielded by The Leuthold Group. A few are questions we think some of you might like to ask, but are reluctant to do so.
Consumer Growth Stock Bargains
In recent months we have been increasingly impressed by the improving relative performance of consumer growth stocks. This month a four stock package of consumer growth stocks was introduced as a formal portfolio sector.
Joke of the Month
The winner this month comes from Susan Storms in The Leuthold Group. This was not a hometown decision. The panel of judges had no idea who submitted what jokes. If you find this joke offensive, it should be noted that Susan herself is Catholic.
Scanning the Marketss
A performance run down for our equity market sectors ranked by May 1990 performance. All screen based Quantitative Themes are included, both active and experimental.
Still Cautious, But…
The May market surge was both impressive and unexpected. Most of Wall Street was surprised by the magnitude of the move.
Stock Market Performance In Historical Perspective
A few months ago John Lillard, President of JMB Institutional Realty, had a great idea for us. One of John's suggestions was that we compile histograms of past stock market performance to help put the recent outstanding stock market performance in better perspective. Yes, some of our best ideas come from clients.
View from the North Country
"Gorby" Visits The Leuthold Group...Graying Of America And The Pension And Related Services Business...Client Feedback On Japan...California Real Estate Update
Stock Market
- Still Cautious, But…
- Client Questions About Our Equity Strategy
- 1990 Stock Market/Bond Market Relationship
- View from the North Country
- Stock Market Performance In Historical Perspective