Green Book August 2002
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Featured Articles
Are There Any "Good" Numbers These Days?
Revisions continue: How many revisions are possible?
Bond Market Summary
Expect CPI and PPI to both edge higher in second half of year...could be negative surprise, but not something big.
Insider Block Measures....The Late June Sell Signal Was Again Timely
The most recent sell signal (registered June 26th) proved to be very timely in retrospect.
July Mutual Fund Flows
Estimated U.S. equity net outflow for July is an all time record in dollar terms, but less than Oct. 1987 as percentage of assets.
July…..A Month When Almost Nothing Worked
Short sellers posted the only solid performance numbers this month. August lows may approach July’s, but a rebound may be around the corner. …..Make sure to take the cell phone to the beach, as the market has a habit of interrupting the beach holiday.
New Quantitative Group Screen…Unregulated Energy Producers
Added coverage of a new group to our Leuthold's Groups publication: Unregulated Energy Producers.
New Select Industries Group Holding: Hooking Up New Position In Networkers
Rated Attractive last three months, moves into the “top five” in latest GS Score distribution.
Ole & Lena Haf A Gutt Time
While Ole & Lena reader appeal may be limited, this joke is clearly better than last issue’s Ole & Lena joke. But, who am I to judge? I’m only 50% Norwegian.
Scanning The Markets
It was a very tough month to beat the S&P 500, as investors seemed to be selling everything in sight.
Tech Watch
Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.
The Market Impact Of Today's Net Redemptions
The important role of cash levels in today’s mutual funds.
View From The North Country
Corporate cleansing - undoubtedly, more fraud yet to be discovered, but real reform is now underway. Also, why the risk of extreme market behavior cannot be quantified.
Volatility Update…..A Wild Ride In July
S&P 500 High Volatility reading of 73% for the month is in line above the all time annual highs recorded in 1931-1933.
Why We Conclude Equities Are No Longer Overvalued
Explanation of how we use historical valuations to compare to today.
Table of Contents
Stock Market
- View From The North Country
- July…..A Month When Almost Nothing Worked
- Are There Any "Good" Numbers These Days?
- July Mutual Fund Flows
- Volatility Update…..A Wild Ride In July
- Insider Block Measures....The Late June Sell Signal Was Again Timely
- Short Interest...Record High Shorts, But Both Ratios Decline With Market Volume Jump
- Why We Conclude Equities Are No Longer Overvalued
- The Market Impact Of Today's Net Redemptions
Macro Monitor
Equity Strategies
- New Quantitative Group Screen…Unregulated Energy Producers
- New Select Industries Group Holding: Hooking Up New Position In Networkers
- Scanning The Markets
- Tech Watch
At Random
Are There Any "Good" Numbers These Days?
Revisions continue: How many revisions are possible?
Bond Market Summary
Expect CPI and PPI to both edge higher in second half of year...could be negative surprise, but not something big.
Insider Block Measures....The Late June Sell Signal Was Again Timely
The most recent sell signal (registered June 26th) proved to be very timely in retrospect.
July Mutual Fund Flows
Estimated U.S. equity net outflow for July is an all time record in dollar terms, but less than Oct. 1987 as percentage of assets.
July…..A Month When Almost Nothing Worked
Short sellers posted the only solid performance numbers this month. August lows may approach July’s, but a rebound may be around the corner. …..Make sure to take the cell phone to the beach, as the market has a habit of interrupting the beach holiday.
New Quantitative Group Screen…Unregulated Energy Producers
Added coverage of a new group to our Leuthold's Groups publication: Unregulated Energy Producers.
New Select Industries Group Holding: Hooking Up New Position In Networkers
Rated Attractive last three months, moves into the “top five” in latest GS Score distribution.
Ole & Lena Haf A Gutt Time
While Ole & Lena reader appeal may be limited, this joke is clearly better than last issue’s Ole & Lena joke. But, who am I to judge? I’m only 50% Norwegian.
Scanning The Markets
It was a very tough month to beat the S&P 500, as investors seemed to be selling everything in sight.
Tech Watch
Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.
The Market Impact Of Today's Net Redemptions
The important role of cash levels in today’s mutual funds.
View From The North Country
Corporate cleansing - undoubtedly, more fraud yet to be discovered, but real reform is now underway. Also, why the risk of extreme market behavior cannot be quantified.
Volatility Update…..A Wild Ride In July
S&P 500 High Volatility reading of 73% for the month is in line above the all time annual highs recorded in 1931-1933.
Why We Conclude Equities Are No Longer Overvalued
Explanation of how we use historical valuations to compare to today.
Stock Market
- View From The North Country
- July…..A Month When Almost Nothing Worked
- Are There Any "Good" Numbers These Days?
- July Mutual Fund Flows
- Volatility Update…..A Wild Ride In July
- Insider Block Measures....The Late June Sell Signal Was Again Timely
- Short Interest...Record High Shorts, But Both Ratios Decline With Market Volume Jump
- Why We Conclude Equities Are No Longer Overvalued
- The Market Impact Of Today's Net Redemptions
Macro Monitor
Equity Strategies
- New Quantitative Group Screen…Unregulated Energy Producers
- New Select Industries Group Holding: Hooking Up New Position In Networkers
- Scanning The Markets
- Tech Watch