Green Book September 1999
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Featured Articles
August Mutual Fund Flows
1999’s cumulative YTD net inflows had significantly lagged behind 1998’s YTD levels until this latest month.
Bond Market Summary
Two recent bump-up’s in rates by Fed may not be enough.
Insider Block Measures...Selling Accelerating Again
The latest reading has risen to within 3% of hitting the historical selling extreme.
Internet Insanity Index
August was a volatile month for most of the “dotcom” companies.
Joke of the Month
This comes from old friends Jeff and Ann Brooke, now residing aboard the High Drama in San Diego harbor, and preparing for a round the world sailing trip (or at least a trip around Catalina).
Scanning The Markets
Thus far in 1999, technology still leads. Seven of the top ten performing groups are technology subsets.
September…A New Investment Season Begins
September-October, two months to be wary of.
The Big Shrink…Cash Mergers Frenzy Continues
Through August, there has been $164 billion of cash acquisitions. This is an all-time record, over 52% more than the previous annual record of $108 billion in 1998.
The Royal Blues…Revision And Comment On Current 99 Institutional Favorites
The Royal Blues studies currently identify the 99 U.S. institutional favorites…those equities with the largest dollar value and broadest institutional ownership.
View From The North Country
Inflation is on the rise…normal business cycle inflation, not the rebirth of new secular inflation. Also, the stampede of the lambs…the powerbase for the stock market has moved from Wall Street to Main Street.
Volatility Update...On The Rise
Volatility was high during the month of August, still the second highest yearly level since 1974 (post WWII).
Table of Contents
Stock Market
- September…A New Investment Season Begins
- August Mutual Fund Flows
- The Big Shrink…Cash Mergers Frenzy Continues
- Insider Block Measures...Selling Accelerating Again
- Volatility Update...On The Rise
- View From The North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
August Mutual Fund Flows
1999’s cumulative YTD net inflows had significantly lagged behind 1998’s YTD levels until this latest month.
Bond Market Summary
Two recent bump-up’s in rates by Fed may not be enough.
Insider Block Measures...Selling Accelerating Again
The latest reading has risen to within 3% of hitting the historical selling extreme.
Internet Insanity Index
August was a volatile month for most of the “dotcom” companies.
Joke of the Month
This comes from old friends Jeff and Ann Brooke, now residing aboard the High Drama in San Diego harbor, and preparing for a round the world sailing trip (or at least a trip around Catalina).
Scanning The Markets
Thus far in 1999, technology still leads. Seven of the top ten performing groups are technology subsets.
September…A New Investment Season Begins
September-October, two months to be wary of.
The Big Shrink…Cash Mergers Frenzy Continues
Through August, there has been $164 billion of cash acquisitions. This is an all-time record, over 52% more than the previous annual record of $108 billion in 1998.
The Royal Blues…Revision And Comment On Current 99 Institutional Favorites
The Royal Blues studies currently identify the 99 U.S. institutional favorites…those equities with the largest dollar value and broadest institutional ownership.
View From The North Country
Inflation is on the rise…normal business cycle inflation, not the rebirth of new secular inflation. Also, the stampede of the lambs…the powerbase for the stock market has moved from Wall Street to Main Street.
Volatility Update...On The Rise
Volatility was high during the month of August, still the second highest yearly level since 1974 (post WWII).
Stock Market
- September…A New Investment Season Begins
- August Mutual Fund Flows
- The Big Shrink…Cash Mergers Frenzy Continues
- Insider Block Measures...Selling Accelerating Again
- Volatility Update...On The Rise
- View From The North Country