Green Book January 1995
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Featured Articles
1994 Dreams And Nightmares-A Look At What Might Have Been
Among institutional favorite type stocks, the Dream Individual Stock Portfolio was up 23.6%, while the Nightmare Portfolio was down 20.7%
A Look In The Rearview Mirror
Our most significant call was the mid-year major move into "Gilt Edged Growth" stocks...the worst may have been an early 1994 move into REITs (we still like them).
Examining The Gold Stock Seasonal Play
In last month’s “In Focus” section, “The Tactical Case For Gold Stocks”, we outlined our rationale for adding to our “North American Golds” sector.
Inside The Bond Market
Weight of the evidence discipline improved from negative to neutral this month. Long T-bond six and twelve month risk seen only as 8.50% level.
Joke of the Month
As previously noted, this editor doesn’t particularly like golf jokes, being a non-participant.
Major Trend Index Still Negative
The basic message is unchanged since early March 1994.
On Proving Anything With Statistics
I'm sure many readers have seen the following chart in financial publications, and I see a few of you have reprinted it in your client communications.
Supply/Demand Considerations
The new supply of equities is still somewhat high, but coming down.
View From The North Country
It is thermal pollution time. Read Leuthold’s 1995 forecasts for the stock and bond markets, earnings, interest rates, the economy, inflation, gold, the deficit, the dollar...and the Super Bowl.
Worth Noting
Ned David Research examined stock market behavior after the capital gains tax reductions in October 1978 and August 1981.
Table of Contents
Stock Market
- View From The North Country
- Supply/Demand Considerations
- On Proving Anything With Statistics
- Worth Noting
- Examining The Gold Stock Seasonal Play
- 1994 Dreams And Nightmares-A Look At What Might Have Been
Of Special Interest
Macro Monitor
Equity Strategies
Major Trend
At Random
1994 Dreams And Nightmares-A Look At What Might Have Been
Among institutional favorite type stocks, the Dream Individual Stock Portfolio was up 23.6%, while the Nightmare Portfolio was down 20.7%
A Look In The Rearview Mirror
Our most significant call was the mid-year major move into "Gilt Edged Growth" stocks...the worst may have been an early 1994 move into REITs (we still like them).
Examining The Gold Stock Seasonal Play
In last month’s “In Focus” section, “The Tactical Case For Gold Stocks”, we outlined our rationale for adding to our “North American Golds” sector.
Inside The Bond Market
Weight of the evidence discipline improved from negative to neutral this month. Long T-bond six and twelve month risk seen only as 8.50% level.
Joke of the Month
As previously noted, this editor doesn’t particularly like golf jokes, being a non-participant.
Major Trend Index Still Negative
The basic message is unchanged since early March 1994.
On Proving Anything With Statistics
I'm sure many readers have seen the following chart in financial publications, and I see a few of you have reprinted it in your client communications.
Supply/Demand Considerations
The new supply of equities is still somewhat high, but coming down.
View From The North Country
It is thermal pollution time. Read Leuthold’s 1995 forecasts for the stock and bond markets, earnings, interest rates, the economy, inflation, gold, the deficit, the dollar...and the Super Bowl.
Worth Noting
Ned David Research examined stock market behavior after the capital gains tax reductions in October 1978 and August 1981.
Stock Market
- View From The North Country
- Supply/Demand Considerations
- On Proving Anything With Statistics
- Worth Noting
- Examining The Gold Stock Seasonal Play
- 1994 Dreams And Nightmares-A Look At What Might Have Been