Performance
Internet Insanity Index
Most Internet companies enjoyed a surprisingly steady rise in share prices during the volatile month of September.
Bond Market Summary
Two recent bump-up’s in rates by Fed may not be enough.
Scanning The Markets
Thus far in 1999, technology still leads. Seven of the top ten performing groups are technology subsets.
Internet Insanity Index
August was a volatile month for most of the “dotcom” companies.
Bond Market Summary
Last month’s 25 basis point bump-up by Fed will not be the last. More tightening seems likely.
Scanning The Markets
Biotechs came on strong in July (17.3% gain), beating all sectors for the month. Internet Insanity and Internet Services were the big losers for July (both down about 14%).
Internet Insanity Update
Significant merger and acquisition activity in the past month has done little to bring buyers back into the sector.
Time To Shift Into Mid Caps?
Advise clients mandated to be fully invested to move assets away from Large Cap institutional favorites and into Mid/Small cap names.
Scanning The Markets
Interesting switch in Q2, away from intangibles of cyberspace and into technology equipment. Year to date momentum, though shifty, is still concentrated in technology and communications.
Bond Market Summary
Recent 25 basis point bump-up by Fed will not be the last. More tightening seems likely but T-bonds now look to be in the high end of a buying zone.
Active Managers Beat Index Funds!
Just as many plan sponsors throw in the towel, active managers pull a great quarter out of their collective hat. What's in store for the second half of 1999?
Making The Case For Mid Caps
For managers who are mandated to stay fully invested, Mid Caps make pretty good sense as a replacement for extremely overvalued Nifty Fifty stocks.
Scanning The Markets
Cyclical rally proved short lived, while “dotcom” stocks suffered poorest month since August 1998.
Bond Market Summary
Strong likelihood the Fed will tighten in next few months, but today’s market rates may already factor in future 25-50 basis point Fed bump up in short rates.
Bond Market Summary
New inflation fears and strong economy contributing to higher yields. Think Fed may tighten (50% likelihood) in coming months to slow down amazing economy.
Scanning The Markets
Massive shift into cyclical stocks during April left most investors scratching their heads, as technology high-flyers took second chair to metals, energy, and other basic materials.
View From The North Country
Chasing the tale of past performance…The large cap indexing stampede. It’s not too late to get invested in emerging market funds. Also “Richer than your wildest dreams”…The advertising pitch of online trading firms. Who is protecting the public from this?
Scanning The Markets
Energy stocks ignited in March with Oil Equipment & Services outstripping the (still) high flying Internet stocks.
Bond Market Summary
New inflation fears and strong economy contributing to higher yields. Fed may tighten in coming months to slow down this high powered economy.
Scanning The Markets
The month of love left most tech investors and small cap investors broken-hearted.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
