Green Book January 1984
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Featured Articles
A Look in the Rear-View Mirror
A little self-examination is always good for the soul, so each New Year we look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations which appeared in this publication. Where were we right and where were we wrong?
Bond Market Summary
The bond market remains in our buying zone. We expect last summer’s lows to hold, and very soon, a sharp upward move in bond prices.
Dreams & Nightmares
Each January we present for the preceding year what would have been, from a group standpoint, the perfect portfolios (Institutional and Aggressive). In 1983 the dream Institutional portfolio was up 56%, the Aggressive up 70%. The worst possible portfolio for 1983 was down 18%. Take a look and see where you should have and shouldn’t have been.
If You Think the Buy Side is Rough…
I know from experience things can be tough on the “buy side” as well, but at least none of my old clients ever forced me to eat junk food for twelve straight days!
Inside the Stock Market
We think the cyclical bull market is still on track even though our Major Trend Index did drift down into Neutral territory in the last two weeks of December. An Interim Update concerning this will be sent out January 9 when the first calculation of the new year is made. We suspect the Index has moved back up into Positive territory this first week of 1984.
View from the North Country
It’s now 1984 and thermal pollution time – our annual economic and market outlook. Actually, this (unlike our New Year’s Day Brunch) is a relatively harmless tradition. It is only harmful should investors take it as seriously as do some of the prognosticators.
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
At Random
A Look in the Rear-View Mirror
A little self-examination is always good for the soul, so each New Year we look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations which appeared in this publication. Where were we right and where were we wrong?
Bond Market Summary
The bond market remains in our buying zone. We expect last summer’s lows to hold, and very soon, a sharp upward move in bond prices.
Dreams & Nightmares
Each January we present for the preceding year what would have been, from a group standpoint, the perfect portfolios (Institutional and Aggressive). In 1983 the dream Institutional portfolio was up 56%, the Aggressive up 70%. The worst possible portfolio for 1983 was down 18%. Take a look and see where you should have and shouldn’t have been.
If You Think the Buy Side is Rough…
I know from experience things can be tough on the “buy side” as well, but at least none of my old clients ever forced me to eat junk food for twelve straight days!
Inside the Stock Market
We think the cyclical bull market is still on track even though our Major Trend Index did drift down into Neutral territory in the last two weeks of December. An Interim Update concerning this will be sent out January 9 when the first calculation of the new year is made. We suspect the Index has moved back up into Positive territory this first week of 1984.
View from the North Country
It’s now 1984 and thermal pollution time – our annual economic and market outlook. Actually, this (unlike our New Year’s Day Brunch) is a relatively harmless tradition. It is only harmful should investors take it as seriously as do some of the prognosticators.
Stock Market
Of Special Interest
Macro Monitor
At Random
Perception for the Professional
March 2026 Issue
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Sector Navigator
March 2026 Issue
