Green Book November 2000
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Featured Articles
Bond Market Summary
U.S. economy losing momentum, global economy slowing more…..Increasing odds of recession in 2001, as banks tighten credit, energy costs remain high, and technology falters.
Capitalization Tier Meausres
Currently evaluating Leuthold Index methodology.
Insider Block Measures...Heavy Selling Resumes
The latest 10-week reading has risen back above historical selling extremes after spending several weeks within the high end of the “normal” selling range.
Internet Insanity Index
Over the last two months, the Internet Insanity Index has come down hard. The 16.1% loss in October follows an 11.7% September decline.
Joke of the Month
This month’s Big Blue Ribbon goes to Paula Diemer here in the Minneapolis office. She was concerned we might have published this joke before, but I don’t think so…We have better taste than that.
October Mutual Fund Flows: Amazing How Main Street Keeps Buying
Supply/Demand wildly bullish—wo why isn’t the market going up? A look beyond the supply/demand dynamics factors.
Paid To Play Portfolio Groups...Leuthold’s Opinions
Leuthold’s perspective regarding the nine groups currently employed in the Paid To Play Portfolio.…Sector underweights can be as significant (or more so) than sector overweights.
Scanning The Markets
The DJIA was up 3.0% in October, but most other market indices fell. The S&P 500 was down 0.5%, with the NASDAQ continuing to trail the pack with an 8.3% loss during the month.
Technology: What’s The Downside?
Not even the mighty techs are immune to saturation, overcapacity, cyclicality, and fierce competition.
View From The North Country
“What? You’re buying Junk Bonds?!” Although some may view this as a high-risk, contrarian bet, the logic behind the strategy is explained.
Volatility Update
S&P volatility accelerates in October while NASDAQ volatility continues at unbelievable levels.
Wall Street Meets Pennsylvania Avenue
Stock market returns for U.S. Presidents while in office. (Whig Party Presidents produced best average returns!)
Will November Be "A Month of Cold Chilling Rains"?
I think November might be a rather dreary month for the U.S. stock market, even if we don’t get those cold chilling rains.
“Playing The Bounce” Update
First bounce list was run in early October. We will not be “Playing the Bounce” at this time, but may consider it in mid-December.
Table of Contents
Stock Market
- View From The North Country
- Wall Street Meets Pennsylvania Avenue
- Will November Be "A Month of Cold Chilling Rains"?
- Technology: What’s The Downside?
- Volatility Update
- October Mutual Fund Flows: Amazing How Main Street Keeps Buying
- Insider Block Measures...Heavy Selling Resumes
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
U.S. economy losing momentum, global economy slowing more…..Increasing odds of recession in 2001, as banks tighten credit, energy costs remain high, and technology falters.
Capitalization Tier Meausres
Currently evaluating Leuthold Index methodology.
Insider Block Measures...Heavy Selling Resumes
The latest 10-week reading has risen back above historical selling extremes after spending several weeks within the high end of the “normal” selling range.
Internet Insanity Index
Over the last two months, the Internet Insanity Index has come down hard. The 16.1% loss in October follows an 11.7% September decline.
Joke of the Month
This month’s Big Blue Ribbon goes to Paula Diemer here in the Minneapolis office. She was concerned we might have published this joke before, but I don’t think so…We have better taste than that.
October Mutual Fund Flows: Amazing How Main Street Keeps Buying
Supply/Demand wildly bullish—wo why isn’t the market going up? A look beyond the supply/demand dynamics factors.
Paid To Play Portfolio Groups...Leuthold’s Opinions
Leuthold’s perspective regarding the nine groups currently employed in the Paid To Play Portfolio.…Sector underweights can be as significant (or more so) than sector overweights.
Scanning The Markets
The DJIA was up 3.0% in October, but most other market indices fell. The S&P 500 was down 0.5%, with the NASDAQ continuing to trail the pack with an 8.3% loss during the month.
Technology: What’s The Downside?
Not even the mighty techs are immune to saturation, overcapacity, cyclicality, and fierce competition.
View From The North Country
“What? You’re buying Junk Bonds?!” Although some may view this as a high-risk, contrarian bet, the logic behind the strategy is explained.
Volatility Update
S&P volatility accelerates in October while NASDAQ volatility continues at unbelievable levels.
Wall Street Meets Pennsylvania Avenue
Stock market returns for U.S. Presidents while in office. (Whig Party Presidents produced best average returns!)
Will November Be "A Month of Cold Chilling Rains"?
I think November might be a rather dreary month for the U.S. stock market, even if we don’t get those cold chilling rains.
“Playing The Bounce” Update
First bounce list was run in early October. We will not be “Playing the Bounce” at this time, but may consider it in mid-December.
Stock Market
- View From The North Country
- Wall Street Meets Pennsylvania Avenue
- Will November Be "A Month of Cold Chilling Rains"?
- Technology: What’s The Downside?
- Volatility Update
- October Mutual Fund Flows: Amazing How Main Street Keeps Buying
- Insider Block Measures...Heavy Selling Resumes
- Capitalization Tier Meausres