Green Book November 1995
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Featured Articles
Bond Market Summary
Bond market rally continues: weaker economic news, lethargic consumer spending, and tame inflation reports increase likelihood of further Fed easing. Other positives include strong foreign buying, and improving fiscal disciplines.
Earnings Momentum: Q3 Reports Show Some Fade
Earnings Momentum still relatively strong, but some fade is evident. More of a fade is expected as later quarterly reports come in.
High Tech…No Wreck Yet
Fat profit margins are stimulating competition and capacity which will ultimately bring margins (and tech stocks) down. Technology fragmenting, but the end is not quite yet in sight.
If We Make It Through November…..
Weighing In: Updating positives and negatives for stocks...adding earnings momentum as a positive.
Joke of the Month
Last issue, joke flow had been so lame I was forced to declare myself the winner. October was better....in fact, we have a tie, two winners and two Blue Ribbon awards going out.
Not For New Era Types
How much have dividends mattered in terms of historical stock market total returns, 1920 to date?
Playing the Bounce
We are now laying some preliminary plans to “Play the Bounce”, probably initiating positions sometime after mid-December. A look at the first cut of potential buy candidates as compiled by Jim Floyd.
Scanning the Markets
Performance rundown, excluding dividends, for The Leuthold Group's equity market sectors (and other measures) ranked by October's performance.
The Underowned and Overowned
Each quarter, Barron’s publishes an industry and sector breakdown of institutional holdings, as tabulated by Indata. This is the first time we have published this work, but we have been using it as a factor in our Sector Selection Scores.
View from the North Country
The stock market: What IS different this time? The public's appetite for equity investing continues to top Wall Street’s ability to manufacture supply.
Worth Noting
Steve's thoughts on borrowing to buy mutual funds, indexing and an eerie post-Halloween graphic.
Table of Contents
Stock Market
- If We Make It Through November…..
- Worth Noting
- The Underowned and Overowned
- Playing the Bounce
- Not For New Era Types
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
Bond market rally continues: weaker economic news, lethargic consumer spending, and tame inflation reports increase likelihood of further Fed easing. Other positives include strong foreign buying, and improving fiscal disciplines.
Earnings Momentum: Q3 Reports Show Some Fade
Earnings Momentum still relatively strong, but some fade is evident. More of a fade is expected as later quarterly reports come in.
High Tech…No Wreck Yet
Fat profit margins are stimulating competition and capacity which will ultimately bring margins (and tech stocks) down. Technology fragmenting, but the end is not quite yet in sight.
If We Make It Through November…..
Weighing In: Updating positives and negatives for stocks...adding earnings momentum as a positive.
Joke of the Month
Last issue, joke flow had been so lame I was forced to declare myself the winner. October was better....in fact, we have a tie, two winners and two Blue Ribbon awards going out.
Not For New Era Types
How much have dividends mattered in terms of historical stock market total returns, 1920 to date?
Playing the Bounce
We are now laying some preliminary plans to “Play the Bounce”, probably initiating positions sometime after mid-December. A look at the first cut of potential buy candidates as compiled by Jim Floyd.
Scanning the Markets
Performance rundown, excluding dividends, for The Leuthold Group's equity market sectors (and other measures) ranked by October's performance.
The Underowned and Overowned
Each quarter, Barron’s publishes an industry and sector breakdown of institutional holdings, as tabulated by Indata. This is the first time we have published this work, but we have been using it as a factor in our Sector Selection Scores.
View from the North Country
The stock market: What IS different this time? The public's appetite for equity investing continues to top Wall Street’s ability to manufacture supply.
Worth Noting
Steve's thoughts on borrowing to buy mutual funds, indexing and an eerie post-Halloween graphic.
Stock Market
- If We Make It Through November…..
- Worth Noting
- The Underowned and Overowned
- Playing the Bounce
- Not For New Era Types
- View from the North Country