Green Book May 2002
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Featured Articles
April Mutual Fund Flows
2002’s YTD net inflow is running 180% of last year’s pace even though stock market performance has been about the same.
Bond Market Summary
Near term, bond market may continue to rally as economic reports have become more mixed (less bullish). But long term secular bull market in bonds emerging in 1981 has probably topped out.
CFA Population Explosion...But What Will We Do With Them?
On June 1 and 2 over 100,000 will sit for the 2002 CFA exams.
Comparing Small Cap Performance Measures
Small Cap indices performance divergence. Why has the S&P 600 significantly outperformed the Russell 2000 the past two years?
Insider Block Measures
Insider selling on the rise, but no sell signal yet.
NASDAQ Short Interest…..Flat For April
Even though the NASDAQ is again in decline, a new buy signal is not imminent here.
New Select Industries Group Holding: Consumer Electronics
Current “top five” scoring strong in Value, Contrarian, and VLT.
New Select Industries Group Holding: Semiconductors
GS Score improved to Attractive on growth, judgmental and VLT.
Payback Maximus
Jeannette Scollard Hester at Hester Foods in Carlsbad, California sent in this rather long story. I love it! It’s too good to edit.
Scanning The Markets
It didn’t take much to beat the S&P 500 in April.
Tech Watch
Time to buy Semiconductors? Some early evidence that the prospects for the chipmakers are looking up.
The Search for Telecom Survivors
The world still needs the ability to communicate, and some companies will emerge as winners.
View From The North Country
With only a slight hesitation, consumer spending continued to increase month after month during the 2001 recession, ignoring the layoffs and the slide in the consumer confidence measures.
Volatility Update
The April volatility was up from March levels in both the NASDAQ and S&P 500.
What Has Happened To The 2002 Bull Market?
Economic double dip is unlikely, but there is something wrong with U.S. stock market. Stymied and perhaps derailed by 2002’s “Bear Market In Integrity?"
Table of Contents
Stock Market
- View From The North Country
- What Has Happened To The 2002 Bull Market?
- April Mutual Fund Flows
- Volatility Update
- NASDAQ Short Interest…..Flat For April
- Insider Block Measures
- CFA Population Explosion...But What Will We Do With Them?
- Comparing Small Cap Performance Measures
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch
- New Select Industries Group Holding: Semiconductors
- New Select Industries Group Holding: Consumer Electronics
- Scanning The Markets
At Random
April Mutual Fund Flows
2002’s YTD net inflow is running 180% of last year’s pace even though stock market performance has been about the same.
Bond Market Summary
Near term, bond market may continue to rally as economic reports have become more mixed (less bullish). But long term secular bull market in bonds emerging in 1981 has probably topped out.
CFA Population Explosion...But What Will We Do With Them?
On June 1 and 2 over 100,000 will sit for the 2002 CFA exams.
Comparing Small Cap Performance Measures
Small Cap indices performance divergence. Why has the S&P 600 significantly outperformed the Russell 2000 the past two years?
Insider Block Measures
Insider selling on the rise, but no sell signal yet.
NASDAQ Short Interest…..Flat For April
Even though the NASDAQ is again in decline, a new buy signal is not imminent here.
New Select Industries Group Holding: Consumer Electronics
Current “top five” scoring strong in Value, Contrarian, and VLT.
New Select Industries Group Holding: Semiconductors
GS Score improved to Attractive on growth, judgmental and VLT.
Payback Maximus
Jeannette Scollard Hester at Hester Foods in Carlsbad, California sent in this rather long story. I love it! It’s too good to edit.
Scanning The Markets
It didn’t take much to beat the S&P 500 in April.
Tech Watch
Time to buy Semiconductors? Some early evidence that the prospects for the chipmakers are looking up.
The Search for Telecom Survivors
The world still needs the ability to communicate, and some companies will emerge as winners.
View From The North Country
With only a slight hesitation, consumer spending continued to increase month after month during the 2001 recession, ignoring the layoffs and the slide in the consumer confidence measures.
Volatility Update
The April volatility was up from March levels in both the NASDAQ and S&P 500.
What Has Happened To The 2002 Bull Market?
Economic double dip is unlikely, but there is something wrong with U.S. stock market. Stymied and perhaps derailed by 2002’s “Bear Market In Integrity?"
Stock Market
- View From The North Country
- What Has Happened To The 2002 Bull Market?
- April Mutual Fund Flows
- Volatility Update
- NASDAQ Short Interest…..Flat For April
- Insider Block Measures
- CFA Population Explosion...But What Will We Do With Them?
- Comparing Small Cap Performance Measures
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch
- New Select Industries Group Holding: Semiconductors
- New Select Industries Group Holding: Consumer Electronics
- Scanning The Markets