Green Book January 1991
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Featured Articles
1990: It Might Have Been Worse
The stock market rally in the fourth quarter considerably eased the equity performance pain of 1990.
A Look In The Rearview Mirror
Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.
Clarification....
Last month this publication discussed a "New Tax Selling Seasonal Factor" in the stock market resulting from the new mutual fund deadline for tax loss selling being October 31 instead of year end.
Dreams And Nightmares
Last year, we resumed a tradition started a number of years ago.
Is This More Than A Cyclical Bear Market
This publication continues to operate under the assumption that this is a more or less typical cyclical bear market in terms of magnitude and duration.
Joke of the Month
I brought this joke last month in an infamous Minneapolis watering hole known as The Little Wagon.
Questions And Answers
This publication often employs a question and answer format, providing answers to the questions being asked most frequently by institutional clients.
Scanning The Markets
The table on the next page is a performance ruddown for our equity market sectors (and other measures) ranked by 1990 performance (only 33% of our sectors beat the S&P 500 in 1990).
View From The North Country
Each January we publish the gold book (Perception II) before this, the green book.
Well, At Least It Is Now Official
The committee at the National Bureau of Economic Research says it is a recession.
Table of Contents
Stock Market
- View From The North Country
- 1990: It Might Have Been Worse
- Clarification....
- Questions And Answers
- Is This More Than A Cyclical Bear Market
- Dreams And Nightmares
Of Special Interest
Macro Monitor
Equity Strategies
At Random
1990: It Might Have Been Worse
The stock market rally in the fourth quarter considerably eased the equity performance pain of 1990.
A Look In The Rearview Mirror
Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.
Clarification....
Last month this publication discussed a "New Tax Selling Seasonal Factor" in the stock market resulting from the new mutual fund deadline for tax loss selling being October 31 instead of year end.
Dreams And Nightmares
Last year, we resumed a tradition started a number of years ago.
Is This More Than A Cyclical Bear Market
This publication continues to operate under the assumption that this is a more or less typical cyclical bear market in terms of magnitude and duration.
Joke of the Month
I brought this joke last month in an infamous Minneapolis watering hole known as The Little Wagon.
Questions And Answers
This publication often employs a question and answer format, providing answers to the questions being asked most frequently by institutional clients.
Scanning The Markets
The table on the next page is a performance ruddown for our equity market sectors (and other measures) ranked by 1990 performance (only 33% of our sectors beat the S&P 500 in 1990).
View From The North Country
Each January we publish the gold book (Perception II) before this, the green book.
Well, At Least It Is Now Official
The committee at the National Bureau of Economic Research says it is a recession.
Stock Market
- View From The North Country
- 1990: It Might Have Been Worse
- Clarification....
- Questions And Answers
- Is This More Than A Cyclical Bear Market
- Dreams And Nightmares