Green Book October 2000
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Featured Articles
Bond Market Summary
U.S. economy still has considerable momentum, but see signs of a slowdown ahead...Increasing odds of a recession in 2001, as banks tighten credit, energy costs remain high, and technology stocks falter.
Capitalization Tier Meausres
Currently evaluating the Leuthold Index methodology.
Insider Block Measures...Recent Heavy Selling Sends A Cautionary Signal
The latest 10-week reading has risen back above historical selling extremes.
Internet Insanity Index
After rebounding in August (16.7%), the Internet Insanity Index fell 11.7% in September. Of the 131 equity groups we track, the Insanity Index trailed 113.
Is October "The Cruelest Month"?
October carries a reputation with investors as the “cruelest month”, but statistically, September is most likely to be a downer. Paid To Play Portfolio: Now up an unbelievable 57% YTD. Tech Sunset? Professionals seem to be lightening their load in technology and communication commitments, now targeting a market weight.
Joke of the Month
This month’s winner was submitted by Connie Schultz at The Leuthold Group. I prefer not to give out Joke Blue Ribbons to those in our own shop in that it does nothing to improve client relations. But, I like this joke so much I had no alternative!
Scanning The Markets
The market conditions looked stronger at the beginning of September, but warnings of disappointing earnings quickly drove the market down.
September Mutual Fund Flows: Main Street Investors Staying The Course
· It really is incredible that equity fund inflows have held up so well this year. Also, Supply Factors: Heavy cash acquisition activity is bullish for stocks, since it reduces the overall equity supply available to investors.
Technology Sector Valuations: Where Are We Now?
Since February, valuations have plummeted 37%, about half way back to median levels. However, relative P/E ratios paint a different picture.
View From The North Country
Leuthold’s current point of view and outlook regarding the Economy, Interest Rates, Inflation, and Earnings.
Volatility Update
S&P volatility moderating while NASDAQ volatility bounced back to very high levels.
Table of Contents
Stock Market
- View From The North Country
- Is October "The Cruelest Month"?
- September Mutual Fund Flows: Main Street Investors Staying The Course
- Volatility Update
- Capitalization Tier Meausres
- Insider Block Measures...Recent Heavy Selling Sends A Cautionary Signal
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
U.S. economy still has considerable momentum, but see signs of a slowdown ahead...Increasing odds of a recession in 2001, as banks tighten credit, energy costs remain high, and technology stocks falter.
Capitalization Tier Meausres
Currently evaluating the Leuthold Index methodology.
Insider Block Measures...Recent Heavy Selling Sends A Cautionary Signal
The latest 10-week reading has risen back above historical selling extremes.
Internet Insanity Index
After rebounding in August (16.7%), the Internet Insanity Index fell 11.7% in September. Of the 131 equity groups we track, the Insanity Index trailed 113.
Is October "The Cruelest Month"?
October carries a reputation with investors as the “cruelest month”, but statistically, September is most likely to be a downer. Paid To Play Portfolio: Now up an unbelievable 57% YTD. Tech Sunset? Professionals seem to be lightening their load in technology and communication commitments, now targeting a market weight.
Joke of the Month
This month’s winner was submitted by Connie Schultz at The Leuthold Group. I prefer not to give out Joke Blue Ribbons to those in our own shop in that it does nothing to improve client relations. But, I like this joke so much I had no alternative!
Scanning The Markets
The market conditions looked stronger at the beginning of September, but warnings of disappointing earnings quickly drove the market down.
September Mutual Fund Flows: Main Street Investors Staying The Course
· It really is incredible that equity fund inflows have held up so well this year. Also, Supply Factors: Heavy cash acquisition activity is bullish for stocks, since it reduces the overall equity supply available to investors.
Technology Sector Valuations: Where Are We Now?
Since February, valuations have plummeted 37%, about half way back to median levels. However, relative P/E ratios paint a different picture.
View From The North Country
Leuthold’s current point of view and outlook regarding the Economy, Interest Rates, Inflation, and Earnings.
Volatility Update
S&P volatility moderating while NASDAQ volatility bounced back to very high levels.
Stock Market
- View From The North Country
- Is October "The Cruelest Month"?
- September Mutual Fund Flows: Main Street Investors Staying The Course
- Volatility Update
- Capitalization Tier Meausres
- Insider Block Measures...Recent Heavy Selling Sends A Cautionary Signal