Green Book June 2000
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Featured Articles
Bond Market Summary
Despite weaker economic news, still expect Fed to bump rates up at least once more.
Capitalization Tier Meausres
The Leuthold Group has set about to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.
Earnings Data Signaling Slowdown Ahead?
Earnings Momentum appears to have slipped some in Q1. Peak earnings momentum now behind us. Expect slowdown, as economy cools and cost pressures heat up.
Insider Block Measures...Big “Bailout” Continues
Latest 10-week reading has risen again to another all time high.
Internet Insanity Index
The Internet Insanity Index has continued to deflate rapidly with a 17.3% loss recorded in May.
Joke of the Month
The winner this month comes from A.J. Greenshields, an elderly Minnesota venture capitalist. A.J. sent this entry in back in January and I have been saving it for just such a joke drought month.
May Mutual Fund Flows: Fund Investors Hangin’ In
Only one week of significant net equity fund redemptions in May. Investors not only buying the rallies but now also buying the declines?
Net New Equity Supply
YTD offerings of $107 billion have been overtaken by $108 billion in YTD cash acquisitions. This produces net equity shrink of $1 billion so far this year.
New Select Industries Group Holding: Buying Natural Gas
Activating “Natural Gas Play” thematic group, which was upgraded to attractive this month. Charley Maxwell says it’s not too late.
No Merry Month Of May
Kate Welling shares her insight on the recent market action. Also, the 2000 NASDAQ Market...The magnitude and short duration of both the Spring decline and the last few days’ 20%+ rally, are a direct reflection of the sad state of liquidity in the NASDAQ market.
Scanning The Markets
Despite the painful tech market in May, with the S&P 500 down 2.2% and the NASDAQ down 11.9%, there were several groups performing well.
View From The North Country
Many consultants and their clients have tightened the style boxes and narrowed the definitions to such a degree that it hamstrings the manager….and it’s detrimental to the client’s long term results.
Volatility Update…Incredible Volatility In 2000!
This is the most volatile market year for the S&P 500 since 1938. Now well beyond the 45.1% level recorded in 1974.
Table of Contents
Stock Market
- View From The North Country
- No Merry Month Of May
- Volatility Update…Incredible Volatility In 2000!
- May Mutual Fund Flows: Fund Investors Hangin’ In
- Net New Equity Supply
- Insider Block Measures...Big “Bailout” Continues
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Internet Insanity Index
- New Select Industries Group Holding: Buying Natural Gas
- Scanning The Markets
At Random
Bond Market Summary
Despite weaker economic news, still expect Fed to bump rates up at least once more.
Capitalization Tier Meausres
The Leuthold Group has set about to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.
Earnings Data Signaling Slowdown Ahead?
Earnings Momentum appears to have slipped some in Q1. Peak earnings momentum now behind us. Expect slowdown, as economy cools and cost pressures heat up.
Insider Block Measures...Big “Bailout” Continues
Latest 10-week reading has risen again to another all time high.
Internet Insanity Index
The Internet Insanity Index has continued to deflate rapidly with a 17.3% loss recorded in May.
Joke of the Month
The winner this month comes from A.J. Greenshields, an elderly Minnesota venture capitalist. A.J. sent this entry in back in January and I have been saving it for just such a joke drought month.
May Mutual Fund Flows: Fund Investors Hangin’ In
Only one week of significant net equity fund redemptions in May. Investors not only buying the rallies but now also buying the declines?
Net New Equity Supply
YTD offerings of $107 billion have been overtaken by $108 billion in YTD cash acquisitions. This produces net equity shrink of $1 billion so far this year.
New Select Industries Group Holding: Buying Natural Gas
Activating “Natural Gas Play” thematic group, which was upgraded to attractive this month. Charley Maxwell says it’s not too late.
No Merry Month Of May
Kate Welling shares her insight on the recent market action. Also, the 2000 NASDAQ Market...The magnitude and short duration of both the Spring decline and the last few days’ 20%+ rally, are a direct reflection of the sad state of liquidity in the NASDAQ market.
Scanning The Markets
Despite the painful tech market in May, with the S&P 500 down 2.2% and the NASDAQ down 11.9%, there were several groups performing well.
View From The North Country
Many consultants and their clients have tightened the style boxes and narrowed the definitions to such a degree that it hamstrings the manager….and it’s detrimental to the client’s long term results.
Volatility Update…Incredible Volatility In 2000!
This is the most volatile market year for the S&P 500 since 1938. Now well beyond the 45.1% level recorded in 1974.
Stock Market
- View From The North Country
- No Merry Month Of May
- Volatility Update…Incredible Volatility In 2000!
- May Mutual Fund Flows: Fund Investors Hangin’ In
- Net New Equity Supply
- Insider Block Measures...Big “Bailout” Continues
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Internet Insanity Index
- New Select Industries Group Holding: Buying Natural Gas
- Scanning The Markets