Green Book October 1993
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Featured Articles
Bond Market Summary
Almost all bond sectors were unchanged or up very slightly in September. The month started out strongly following weak economic news and a declining PPI. However, a higher than expected CPI, turmoil in Mother Russia, a “pop” in oil prices and even some positive economic reports pushed most bond prices lower as the month progressed.
Investor Attitudes: Polling The Pros At FIM East
In September, a poll was taken at the FIM East Conference luncheon where Steve was speaking. This is the first poll The Leuthold Group has taken since June.
Joke of the Month...No Winner
What happened? We experienced excellent joke flow in August, but it dried up in September. Here is an August leftover and one of the old classics, a "Joke of the Month" rerun.
Momentum Investing of a Different Sort
A form of momentum investing that is becoming increasingly common these days, but not discussed much.
Playing the Bounce
It's that time of year again. The Leuthold Group is embarking on its annual "Playing the Bounce" bottom fishing expedition.
Scanning the Markets
September was hardly a run away on the upside, but considering the month of September has been the stock market's poorest performing month (last 40 years), we can't complain.
The Crowd Goes International
Savvy U.S. professional investors have been buying foreign stocks for a number of years now. Somewhat more recently, pension funds have been focusing on foreign diversification. Now mutual fund investors have become increasingly enamored with foreign stocks.
View from the North Country
A month ago, this section featured the commentary "Bad News For The PBGC (And The Taxpayer)". This proved to be quite timely.
Table of Contents
Stock Market
- Momentum Investing of a Different Sort
- The Crowd Goes International
- Playing the Bounce
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
Almost all bond sectors were unchanged or up very slightly in September. The month started out strongly following weak economic news and a declining PPI. However, a higher than expected CPI, turmoil in Mother Russia, a “pop” in oil prices and even some positive economic reports pushed most bond prices lower as the month progressed.
Investor Attitudes: Polling The Pros At FIM East
In September, a poll was taken at the FIM East Conference luncheon where Steve was speaking. This is the first poll The Leuthold Group has taken since June.
Joke of the Month...No Winner
What happened? We experienced excellent joke flow in August, but it dried up in September. Here is an August leftover and one of the old classics, a "Joke of the Month" rerun.
Momentum Investing of a Different Sort
A form of momentum investing that is becoming increasingly common these days, but not discussed much.
Playing the Bounce
It's that time of year again. The Leuthold Group is embarking on its annual "Playing the Bounce" bottom fishing expedition.
Scanning the Markets
September was hardly a run away on the upside, but considering the month of September has been the stock market's poorest performing month (last 40 years), we can't complain.
The Crowd Goes International
Savvy U.S. professional investors have been buying foreign stocks for a number of years now. Somewhat more recently, pension funds have been focusing on foreign diversification. Now mutual fund investors have become increasingly enamored with foreign stocks.
View from the North Country
A month ago, this section featured the commentary "Bad News For The PBGC (And The Taxpayer)". This proved to be quite timely.
Stock Market
- Momentum Investing of a Different Sort
- The Crowd Goes International
- Playing the Bounce
- View from the North Country