Green Book February 1995
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Featured Articles
Bye Bye Bounce
As previously noted, we are deactivating the 1994-1995 “Playing The Bounce” strategy, temporarily moving the better performing stocks to the “Holding Tank”.
Fearless Forecasts...1995
Each February, this publication, with help from our readers, constructs a series of "Fearless Forecasts".
Gold Stocks: Is Our "Tactical Case" Falling Apart?
Back in the December issue, this publication laid out a tactical case for buying gold stocks.
Halfway Through The Decade...Leaders And Laggers
This X-Rays & EKG's section presents the best and worst performing conceptual sectors and quantitative themes over the first half of the 1990's.
Inside The Bond Market
Weight of the evidence discipline remains neutral this month. Long T-bond six and twelve month worst case still seen only as 8.50% level.
Joke of the Month
In January I received what may or may not have been a fan letter.
Scanning The Markets
The table on the next page is a performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by January's performance.
Sorry, Equity Stance Is Still Cautious
The market’s tone improved significantly in very late January and got even better with the impressive bond motivated upside explosion on Friday February 3.
Supply/Demand Considerations
The new supply of equities continues to subside. New offerings and secondaries are now far below fall 1993 peak levels.
View From The North Country
Leuthold may have another favorite economist. Paul Krugman at Stanford was recently recognized as the best American economist under the age of forty.
Worth Noting
Three steps and stumble, four steps and fall down?
Table of Contents
Stock Market
- Sorry, Equity Stance Is Still Cautious
- Gold Stocks: Is Our "Tactical Case" Falling Apart?
- Bye Bye Bounce
- Supply/Demand Considerations
- Worth Noting
- View From The North Country
- Fearless Forecasts...1995
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bye Bye Bounce
As previously noted, we are deactivating the 1994-1995 “Playing The Bounce” strategy, temporarily moving the better performing stocks to the “Holding Tank”.
Fearless Forecasts...1995
Each February, this publication, with help from our readers, constructs a series of "Fearless Forecasts".
Gold Stocks: Is Our "Tactical Case" Falling Apart?
Back in the December issue, this publication laid out a tactical case for buying gold stocks.
Halfway Through The Decade...Leaders And Laggers
This X-Rays & EKG's section presents the best and worst performing conceptual sectors and quantitative themes over the first half of the 1990's.
Inside The Bond Market
Weight of the evidence discipline remains neutral this month. Long T-bond six and twelve month worst case still seen only as 8.50% level.
Joke of the Month
In January I received what may or may not have been a fan letter.
Scanning The Markets
The table on the next page is a performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by January's performance.
Sorry, Equity Stance Is Still Cautious
The market’s tone improved significantly in very late January and got even better with the impressive bond motivated upside explosion on Friday February 3.
Supply/Demand Considerations
The new supply of equities continues to subside. New offerings and secondaries are now far below fall 1993 peak levels.
View From The North Country
Leuthold may have another favorite economist. Paul Krugman at Stanford was recently recognized as the best American economist under the age of forty.
Worth Noting
Three steps and stumble, four steps and fall down?
Stock Market
- Sorry, Equity Stance Is Still Cautious
- Gold Stocks: Is Our "Tactical Case" Falling Apart?
- Bye Bye Bounce
- Supply/Demand Considerations
- Worth Noting
- View From The North Country
- Fearless Forecasts...1995