Green Book June 2001
Subscribe to Advisor Newsletter
Leuthold Advisors Newsletter subscriptions include a no-obligation 14-day trial. Cancel at any time before the 14 days are over and you will not be billed.
Subscribe nowLogin
For full access, please enter your credentials.
Featured Articles
"Value" Performance Superiority May Soon End
Value may continue to outperform Growth for the balance of the year, but by a narrower margin.
Bond Market Summary
Expect Q2 and Q3 GDP to weaken due to business cost cutting, lagging global economy and less robust consumer spending. But, tax rebate, the Fed, and money supply growth should spawn new economic expansion by early 2002.
Capitalization Tier Meausres
Continuing to evaluate Leuthold Index methodology.
Insider Block Measures...Insiders Didn’t Buy This Dip
The latest 10-week reading fell 16% from the previous week, but the average remains above historical selling extremes.
Internet Debacle Index
Internet Debacle’s May performance (-0.6%) was pulled down by the large number of components in the B2B Software segment.
Leuthold’s Commodity Diffusion Index
The Commodity Diffusion Index is an outstanding inflation monitor and has also been a good gauge of future market performance.
New Select Industries Group Holding: Erecting New Steel Position
Group showing strength and is likely a beneficiary, along with the construction industry, of much needed expansion of U.S. energy facilities.
No Help From Tech Support....
Thanks are due to The Leuthold Group’s Paula Diemer for calling this to our attention. (Have you seen it?)
Scanning The Markets
Tech was hit hard in the last half of May, with eight of the 20 worst performers being Tech related.
Stock Market Supply/Demand
U.S. focus equity fund net inflow of $15 billion is estimated for May, which is somewhat less than the $17.5 billion net inflow in April, but somewhat more than $13.2 billion net inflow last May.
Summer Market Hot?…..Or Not?
Statistically the summer rally is mostly fiction, historically producing average or slightly below average stock market performance….but don’t plan a three month vacation yet!
Tech Watch…..Weak In May
Tech stocks struggled again as a torrent of disappointing news showered the group in May.
View From The North Country
Managing Your Mother Lode…Your Serious Money. Ten rules written for a soon to be published book, The Book Of Investing Rules, which contains an anthology of rules from well-known investors and financial professionals.
Volatility Update...Some Signs Of Slowing
Remains high, but there are some signs of slowing.
Table of Contents
Stock Market
- View From The North Country
- Summer Market Hot?…..Or Not?
- "Value" Performance Superiority May Soon End
- Stock Market Supply/Demand
- Volatility Update...Some Signs Of Slowing
- Insider Block Measures...Insiders Didn’t Buy This Dip
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..Weak In May
- Internet Debacle Index
- New Select Industries Group Holding: Erecting New Steel Position
- Scanning The Markets
At Random
"Value" Performance Superiority May Soon End
Value may continue to outperform Growth for the balance of the year, but by a narrower margin.
Bond Market Summary
Expect Q2 and Q3 GDP to weaken due to business cost cutting, lagging global economy and less robust consumer spending. But, tax rebate, the Fed, and money supply growth should spawn new economic expansion by early 2002.
Capitalization Tier Meausres
Continuing to evaluate Leuthold Index methodology.
Insider Block Measures...Insiders Didn’t Buy This Dip
The latest 10-week reading fell 16% from the previous week, but the average remains above historical selling extremes.
Internet Debacle Index
Internet Debacle’s May performance (-0.6%) was pulled down by the large number of components in the B2B Software segment.
Leuthold’s Commodity Diffusion Index
The Commodity Diffusion Index is an outstanding inflation monitor and has also been a good gauge of future market performance.
New Select Industries Group Holding: Erecting New Steel Position
Group showing strength and is likely a beneficiary, along with the construction industry, of much needed expansion of U.S. energy facilities.
No Help From Tech Support....
Thanks are due to The Leuthold Group’s Paula Diemer for calling this to our attention. (Have you seen it?)
Scanning The Markets
Tech was hit hard in the last half of May, with eight of the 20 worst performers being Tech related.
Stock Market Supply/Demand
U.S. focus equity fund net inflow of $15 billion is estimated for May, which is somewhat less than the $17.5 billion net inflow in April, but somewhat more than $13.2 billion net inflow last May.
Summer Market Hot?…..Or Not?
Statistically the summer rally is mostly fiction, historically producing average or slightly below average stock market performance….but don’t plan a three month vacation yet!
Tech Watch…..Weak In May
Tech stocks struggled again as a torrent of disappointing news showered the group in May.
View From The North Country
Managing Your Mother Lode…Your Serious Money. Ten rules written for a soon to be published book, The Book Of Investing Rules, which contains an anthology of rules from well-known investors and financial professionals.
Volatility Update...Some Signs Of Slowing
Remains high, but there are some signs of slowing.
Stock Market
- View From The North Country
- Summer Market Hot?…..Or Not?
- "Value" Performance Superiority May Soon End
- Stock Market Supply/Demand
- Volatility Update...Some Signs Of Slowing
- Insider Block Measures...Insiders Didn’t Buy This Dip
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..Weak In May
- Internet Debacle Index
- New Select Industries Group Holding: Erecting New Steel Position
- Scanning The Markets