Green Book January 1992
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Featured Articles
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.
Dreams And Nightmares
Much of the January Green Book is devoted to tradition, so too is this section. We resumed this tradition two years ago and have found it to be quite interesting. We now annually conduct this exercise each January, examining the previous year's leading and lagging stock market groups.
Joke of the Month
Roger Young, Criterion Investment Management in Houston, in an obvious attempt to dominate our competition, tried to make it two in a row with this entry. Recognizing the current environment, your editor saw fit to alter the gender.
Playing The Bounce Update
In 1991, two "Playing the Bounce” lists were sent to clients.
Scanning The Markets
The table on the next page is a peformance rundown for our equity market sectors (and other measures) ranked by 1991 performance.
The Bulls Also Have Christmas In The Bond Market
In November, long and short rates did not move together, but in December they sure did.
The Year That Was
1991 began on a grim note.
Tuning Up Techniques For 1992
This marks my twentieth year publishing an equity model portfolio with a sector focus.
View From The North Country
Each January we publish the gold book (Perception II) before this, the green book. So don't blame the post office this month, blame Steve Leuthold.
Table of Contents
Stock Market
- View From The North Country
- The Year That Was
- Tuning Up Techniques For 1992
- Playing The Bounce Update
Of Special Interest
Macro Monitor
Equity Strategies
At Random
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.
Dreams And Nightmares
Much of the January Green Book is devoted to tradition, so too is this section. We resumed this tradition two years ago and have found it to be quite interesting. We now annually conduct this exercise each January, examining the previous year's leading and lagging stock market groups.
Joke of the Month
Roger Young, Criterion Investment Management in Houston, in an obvious attempt to dominate our competition, tried to make it two in a row with this entry. Recognizing the current environment, your editor saw fit to alter the gender.
Playing The Bounce Update
In 1991, two "Playing the Bounce” lists were sent to clients.
Scanning The Markets
The table on the next page is a peformance rundown for our equity market sectors (and other measures) ranked by 1991 performance.
The Bulls Also Have Christmas In The Bond Market
In November, long and short rates did not move together, but in December they sure did.
The Year That Was
1991 began on a grim note.
Tuning Up Techniques For 1992
This marks my twentieth year publishing an equity model portfolio with a sector focus.
View From The North Country
Each January we publish the gold book (Perception II) before this, the green book. So don't blame the post office this month, blame Steve Leuthold.
Stock Market
- View From The North Country
- The Year That Was
- Tuning Up Techniques For 1992
- Playing The Bounce Update