Green Book January 1996
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Featured Articles
A Look in the Rearview Mirror
Self-examination can be good for the soul, so each January time is taken to look back over the preceding year, critically reviewing the significant studies, portfolio shifts, and recommendations appearing in our publications. We include both the good...and the bad.
Bond Market Summary
Bond market rally continued in December. Government shutdown curtailed information flow, but economy still looks lame and inflation tame. Investors forced to focus on Washington's political farce.
Joke of the Month
Winner was a late entry from Bob Potter, host of Public Radio’s “Sound Money”. Thanks Bob. I was about to cancel the January joke competition.
Playing the Bounce Update
Boosted equity exposure in Conventional and Unconventional Portfolios to “Play the Bounce” — but not much bounce yet.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 1995’s total return performance.
So Far, a Not So Happy New Year
What we will do if the Major Trend Index turns positive (it moved to neutral)?
Technology Stocks: What Now?
The back of the technology sector’s market leadership role has been broken, fundamentally and technically.
View from the North Country
Thermal pollution time…Steve Leuthold’s 1996 views (and 1995 reviews) on stocks, interest rates, economy, dollar, deficit, earnings, alternative investment areas and, yes, the Super Bowl.
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
A Look in the Rearview Mirror
Self-examination can be good for the soul, so each January time is taken to look back over the preceding year, critically reviewing the significant studies, portfolio shifts, and recommendations appearing in our publications. We include both the good...and the bad.
Bond Market Summary
Bond market rally continued in December. Government shutdown curtailed information flow, but economy still looks lame and inflation tame. Investors forced to focus on Washington's political farce.
Joke of the Month
Winner was a late entry from Bob Potter, host of Public Radio’s “Sound Money”. Thanks Bob. I was about to cancel the January joke competition.
Playing the Bounce Update
Boosted equity exposure in Conventional and Unconventional Portfolios to “Play the Bounce” — but not much bounce yet.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 1995’s total return performance.
So Far, a Not So Happy New Year
What we will do if the Major Trend Index turns positive (it moved to neutral)?
Technology Stocks: What Now?
The back of the technology sector’s market leadership role has been broken, fundamentally and technically.
View from the North Country
Thermal pollution time…Steve Leuthold’s 1996 views (and 1995 reviews) on stocks, interest rates, economy, dollar, deficit, earnings, alternative investment areas and, yes, the Super Bowl.