Green Book December 1999
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Featured Articles
Bond Market Summary
Rising equity prices, strong economic news, and inflation trends make further Fed tightening likely (next year).
Insider Block Measures
Aggregate selling slightly below historical extremes.
Internet Insanity Index: Breaking Out
The Leuthold Internet Insanity Index gained nearly 23% during the month of November and, for a short time, broke above the prior high reached in April of this year.
Joke of the Month
This comes from Peter DeOteris, one of Weeden’s lean and mean traders in Greenwich.
New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group
Group moved from Unattractive to Attractive in one month (someone has to move the goods purchased via the Net).
November Mutual Fund Flows
U. S. focus equity fund inflows are estimated to have risen to $20 billion in November. Also, we highlight a few of the more significant seasonal effects and point out things to look out for in the coming weeks.
November No Turkey For Tech
Leuthold broad tech sector up 17% in November! But, only three of our other nine broad sectors managed decent gains for the month. Watch January, Fed could tighten in a hurry and raise rates.
Playing The Bounce Update
Might be time to “Play The Bounce” again.
S&P 500 Components Realigned In Standardized Group Format
Check the new standardized industry groups in Leuthold’s Groups…..S&P will be phasing in the new groups in Q1 2000.
Scanning The Markets
Information Technology trounced all broad sectors in November and leads YTD as well.
The Big Shrink…Equity Evaporation Continues
Through November, the $199 billion of cash acquisitions have outpaced the record $144 billion YTD offerings, producing a net equity shrink of $55 billion.
Tracking Shifts In Market Capitalization Leadership
A unique way to monitor and react to changing stock market capitalization leadership trends. This new study examines the percent of stocks lagging the S&P 500, segmented by capitalization tiers.
View From The North Country
“Restrictive Guidelines And Pressure To Outperform”, an excellent article by Walter Cabot appearing in the July/August 1998 Financial Analysts Journal.
Volatility Update…November Less Volatile
With just one more month of trading until the new millennium, stock market volatility stands at its highest level since 1987.
Table of Contents
Stock Market
- View From The North Country
- November No Turkey For Tech
- Playing The Bounce Update
- S&P 500 Components Realigned In Standardized Group Format
- November Mutual Fund Flows
- The Big Shrink…Equity Evaporation Continues
- Insider Block Measures
- Volatility Update…November Less Volatile
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group
- Internet Insanity Index: Breaking Out
- Scanning The Markets
At Random
Bond Market Summary
Rising equity prices, strong economic news, and inflation trends make further Fed tightening likely (next year).
Insider Block Measures
Aggregate selling slightly below historical extremes.
Internet Insanity Index: Breaking Out
The Leuthold Internet Insanity Index gained nearly 23% during the month of November and, for a short time, broke above the prior high reached in April of this year.
Joke of the Month
This comes from Peter DeOteris, one of Weeden’s lean and mean traders in Greenwich.
New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group
Group moved from Unattractive to Attractive in one month (someone has to move the goods purchased via the Net).
November Mutual Fund Flows
U. S. focus equity fund inflows are estimated to have risen to $20 billion in November. Also, we highlight a few of the more significant seasonal effects and point out things to look out for in the coming weeks.
November No Turkey For Tech
Leuthold broad tech sector up 17% in November! But, only three of our other nine broad sectors managed decent gains for the month. Watch January, Fed could tighten in a hurry and raise rates.
Playing The Bounce Update
Might be time to “Play The Bounce” again.
S&P 500 Components Realigned In Standardized Group Format
Check the new standardized industry groups in Leuthold’s Groups…..S&P will be phasing in the new groups in Q1 2000.
Scanning The Markets
Information Technology trounced all broad sectors in November and leads YTD as well.
The Big Shrink…Equity Evaporation Continues
Through November, the $199 billion of cash acquisitions have outpaced the record $144 billion YTD offerings, producing a net equity shrink of $55 billion.
Tracking Shifts In Market Capitalization Leadership
A unique way to monitor and react to changing stock market capitalization leadership trends. This new study examines the percent of stocks lagging the S&P 500, segmented by capitalization tiers.
View From The North Country
“Restrictive Guidelines And Pressure To Outperform”, an excellent article by Walter Cabot appearing in the July/August 1998 Financial Analysts Journal.
Volatility Update…November Less Volatile
With just one more month of trading until the new millennium, stock market volatility stands at its highest level since 1987.
Stock Market
- View From The North Country
- November No Turkey For Tech
- Playing The Bounce Update
- S&P 500 Components Realigned In Standardized Group Format
- November Mutual Fund Flows
- The Big Shrink…Equity Evaporation Continues
- Insider Block Measures
- Volatility Update…November Less Volatile
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group
- Internet Insanity Index: Breaking Out
- Scanning The Markets