Green Book August 1994
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Featured Articles
Electric Utilities: Time to Power Up
Electric utilities are being activated this month as an initial 7.5% equity portfolio position.
Growing Investor Frustration
An extract from Leuthold & Anderson’s second quarter client letter.
In Search of Blue Chip Growth Stocks
Growth stocks have been out of favor over the past 3-4 year, but look poised to regain leadership over the next 6-12 months.
Inside the Bond Market
Weight of the evidence discipline remains negative on a cyclical basis, but rally seems underway.
Joke of the Month
This may be the first Wilson Cameron Robinson joke I could ever print.
Major Trend Index Still Negative….But July Market Action Improved
Major Trend remains in negative territory but market action (both stocks and bonds) improved in July. Short term, both stocks and bonds may continue to rally.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July's performance.
Supply/Demand Considerations
Cash still flowing into equity mutual funds, but net cash flows contracted some in June. New equity supply also shrinks some.
View From the North Country
Our associates at Weeden & Co. have made the big switch, moving their headquarters and trading center from New York City to Greenwich.
Volatility Update
1994 market volatility no greater than 1992 or 1993. Annual volatility for DJIA and S&P 500 remains at all time low levels. What is going on? An attempt is made to explain.
Table of Contents
Stock Market
- Major Trend Index Still Negative….But July Market Action Improved
- Growing Investor Frustration
- Volatility Update
- Supply/Demand Considerations
- View From the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Electric Utilities: Time to Power Up
Electric utilities are being activated this month as an initial 7.5% equity portfolio position.
Growing Investor Frustration
An extract from Leuthold & Anderson’s second quarter client letter.
In Search of Blue Chip Growth Stocks
Growth stocks have been out of favor over the past 3-4 year, but look poised to regain leadership over the next 6-12 months.
Inside the Bond Market
Weight of the evidence discipline remains negative on a cyclical basis, but rally seems underway.
Joke of the Month
This may be the first Wilson Cameron Robinson joke I could ever print.
Major Trend Index Still Negative….But July Market Action Improved
Major Trend remains in negative territory but market action (both stocks and bonds) improved in July. Short term, both stocks and bonds may continue to rally.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July's performance.
Supply/Demand Considerations
Cash still flowing into equity mutual funds, but net cash flows contracted some in June. New equity supply also shrinks some.
View From the North Country
Our associates at Weeden & Co. have made the big switch, moving their headquarters and trading center from New York City to Greenwich.
Volatility Update
1994 market volatility no greater than 1992 or 1993. Annual volatility for DJIA and S&P 500 remains at all time low levels. What is going on? An attempt is made to explain.
Stock Market
- Major Trend Index Still Negative….But July Market Action Improved
- Growing Investor Frustration
- Volatility Update
- Supply/Demand Considerations
- View From the North Country