Green Book October 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 stronger dollar, foreign buying, and declining budget deficit.
Comparing the 1987 Stock Market Peak With Today
Recent market discussion has centered around comparisons of today’s stock market with 1987. In order to summarize the comparisons, we have put together a table containing over 30 factors that have stock market significance.
Navigating the Treacherous September, October, November Period
Weighing In: Updating positives and negatives for stocks...technology leadership is fragmenting — shifting this positive to neutral.
Norwegian Humor Section (Especially For “Perk”)
Norwegians delight in telling stupid jokes about themselves, and unlike other ethnic groups they even laugh when non-Norwegians tell a dumb Norwegian joke. (I might note that Swedes are sometimes less tolerant.)
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by third Quarter performance.
The Public’s Record: Buy High, Sell Low
Fear has been long term investors’ greatest enemy, primarily because it keeps them from being long term investors.
The Technology Sector: Is the Show Over?
Performance of technology subsets is fragmenting. Software and services look the best; Peripherals and Systems the worst. Tech mania comparisons: Adding 1962 to 1969, 1972, 1983, and 1995.
View from the North Country
Forecasts for 1996: Recession not "Soft Landing”, Short term rate cuts, 0% inflation...or less!
“Playing the Bounce” Is Coming
We will be sending out our 1995 “Playing the Bounce” list via a mid-October Interim Memo.
Table of Contents
Stock Market
- Navigating the Treacherous September, October, November Period
- “Playing the Bounce” Is Coming
- The Public’s Record: Buy High, Sell Low
- 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 stronger dollar, foreign buying, and declining budget deficit.
Comparing the 1987 Stock Market Peak With Today
Recent market discussion has centered around comparisons of today’s stock market with 1987. In order to summarize the comparisons, we have put together a table containing over 30 factors that have stock market significance.
Navigating the Treacherous September, October, November Period
Weighing In: Updating positives and negatives for stocks...technology leadership is fragmenting — shifting this positive to neutral.
Norwegian Humor Section (Especially For “Perk”)
Norwegians delight in telling stupid jokes about themselves, and unlike other ethnic groups they even laugh when non-Norwegians tell a dumb Norwegian joke. (I might note that Swedes are sometimes less tolerant.)
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by third Quarter performance.
The Public’s Record: Buy High, Sell Low
Fear has been long term investors’ greatest enemy, primarily because it keeps them from being long term investors.
The Technology Sector: Is the Show Over?
Performance of technology subsets is fragmenting. Software and services look the best; Peripherals and Systems the worst. Tech mania comparisons: Adding 1962 to 1969, 1972, 1983, and 1995.
View from the North Country
Forecasts for 1996: Recession not "Soft Landing”, Short term rate cuts, 0% inflation...or less!
“Playing the Bounce” Is Coming
We will be sending out our 1995 “Playing the Bounce” list via a mid-October Interim Memo.
Stock Market
- Navigating the Treacherous September, October, November Period
- “Playing the Bounce” Is Coming
- The Public’s Record: Buy High, Sell Low
- View from the North Country