Performance
The Short Term Tea Leaves
"Awful" Knutson, the crusty old Norwegian curmudgeon, and father of "Evel" Knutson refuses to communicate with us.
Tuning Up Techniques For 1992
This marks my twentieth year publishing an equity model portfolio with a sector focus.
Scanning The Markets
The table on the next page is a peformance rundown for our equity market sectors (and other measures) ranked by 1991 performance.
A Look In The Rearview Mirror
Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good...and the bad.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by November 1991 performance.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by October 1991 performance.
Bond Market Summary
Even though higher quality long bonds stalled in October, short rates continued to decline in anticipation of yet another cut in the discount rate. Once again it has been demonstrated that long and short rates do not have to move together.
Major Trend Index Remains Bullish
September was a dull narrowly mixed month (best sector +6%, worst sector -6%). But as a whole, the third quarter of 1991 was not bad.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by September 1991 performance.
Bond Market Summary
The bond market parted company with the stock market in September, extending its July-August advance while the stock market backed and filled. Only junk bonds were a mixed bag, as all other fixed income sectors moved up in tandem.
August: A Dull Month (Except for Four Days)
If you had been vacationing on an island with no communication during the last two weeks of August, you’d think from the month to month statistics that August 1991 was a big late summer yawn.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by August 1991 performance.
Making Up For June in July
In July, the stock and bond markets pretty much moved in lock step and recovered what June gave away. Secondary stocks did not as a class fare quite so well.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by July 1991 performance.
Bond Market Summary
In July, the bond market gained back about what it had lost in June. After a quick sell off following Independence Day, prices moved erratically higher for the remainder of the month.
Bond Market Summary
The first half of June was almost all downhill for the bond market. The remainder of the month was spent moving sideways, with a blast upward on the last day of the month. It was a mini flee to quality.
Treading Water in the Second Quarter
The second quarter of 1991 is history. While the market averages ended the second quarter about where they began, our Major Trend Index has lost quite a bit of ground in the last three months.
Now Some Good News...
Has the June stock market decline set the stage for a good second half for stocks?
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by June 1991 performance.
The Merry Month of May
The stars of May, at least the last half of the month, were the stocks and groups most sensitive to the business cycle.
Perception for the Professional
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