Green Book November 1983
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Featured Articles
Bond Market Summary
The bond market has backed off this last month and there is a remote chance it might even retest the lows. But it looks to me like the lows have already been made and the cyclical bond bull market is back on the track.
Inside the Stock Market
The cyclical bull market, exploding over a year ago, looks healthy. The 4-5 month corrective phase may be over. The excesses have been worked off and the next up-leg is due momentarily. On a secular basis, the stock market is probably about two-thirds of the way through the move beginning in 1974.
New Leadership from “Industrial Tech”?
Many high tech stocks have probably “had it” in terms of potential market leadership, especially the Office Tech stocks and Info Tech stocks. But we think Industrial Tech stocks have considerable potential. This “In Focus” feature explains why, reviewing market action of high tech stocks (including our High Tech Thirty Index).
Should Still Another Wall Street “Truism” Be Retired? Drug Stocks and the Dollar
If you believe drug stocks are really a play on future weakness in the dollar, you better read this study. We like the drugs, but not for this reason. Drug stocks at one time were sensitive to dollar fluctuations but over the last four years this has not been the case.
View from the North Country
A new set of risk-reward tables has been designed, exclusively for Zero Bonds. These tables will be part of a November Special Research Study, coming out under separate cover. But one of the timelier tables is previewed here.
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
Bond Market Summary
The bond market has backed off this last month and there is a remote chance it might even retest the lows. But it looks to me like the lows have already been made and the cyclical bond bull market is back on the track.
Inside the Stock Market
The cyclical bull market, exploding over a year ago, looks healthy. The 4-5 month corrective phase may be over. The excesses have been worked off and the next up-leg is due momentarily. On a secular basis, the stock market is probably about two-thirds of the way through the move beginning in 1974.
New Leadership from “Industrial Tech”?
Many high tech stocks have probably “had it” in terms of potential market leadership, especially the Office Tech stocks and Info Tech stocks. But we think Industrial Tech stocks have considerable potential. This “In Focus” feature explains why, reviewing market action of high tech stocks (including our High Tech Thirty Index).
Should Still Another Wall Street “Truism” Be Retired? Drug Stocks and the Dollar
If you believe drug stocks are really a play on future weakness in the dollar, you better read this study. We like the drugs, but not for this reason. Drug stocks at one time were sensitive to dollar fluctuations but over the last four years this has not been the case.
View from the North Country
A new set of risk-reward tables has been designed, exclusively for Zero Bonds. These tables will be part of a November Special Research Study, coming out under separate cover. But one of the timelier tables is previewed here.
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
