Green Book September 1985
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Featured Articles
An Index of Primary South African Divestiture Candidates
New Jersey’s recent legislation requiring state pension fund divestiture of South African connected stocks may be a landmark. We have compiled a list of 73 stocks that may well be the primary targets for additional divestiture selling by other funds, our Divestiture Hit List.
Bond Market Summary
The cyclical bull market may still live, but the best of the move is behind us. 9% T-bond yields may be realized in the next year or so, but in coming months not much upside action is expected from current levels.
Calling Doctor Ruth!
Mark Floyd, young son of the Leuthold Group’s Jim Floyd, could be responsible for taking this publication in a new direction.
Gold and Gold Stocks
Prudent investors should include gold in their long-term portfolio asset mix considerations. Most don’t, but they should. However, our intermediate term outlook for the price of gold is not all that optimistic. Nevertheless, we think the aggressive investor is currently being presented with an attractive capital gains opportunity in South African gold shares.
Inside the Stock Market
The Major Trend Index still looks bullishly healthy, but our Early Warning work indicates a 7%-10% correction might be expected soon. Perhaps after a September rally.
View from the North Country
For a number of months this publication has been discussing the possibility of a crisis in dollar confidence on an international basis. It appears the risks of a waterfall panic dollar decline are again increasing. Widespread currency speculation combined with growing foreign holdings of dollars and Treasury securities are increasing dollar vulnerability.
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
At Random
An Index of Primary South African Divestiture Candidates
New Jersey’s recent legislation requiring state pension fund divestiture of South African connected stocks may be a landmark. We have compiled a list of 73 stocks that may well be the primary targets for additional divestiture selling by other funds, our Divestiture Hit List.
Bond Market Summary
The cyclical bull market may still live, but the best of the move is behind us. 9% T-bond yields may be realized in the next year or so, but in coming months not much upside action is expected from current levels.
Calling Doctor Ruth!
Mark Floyd, young son of the Leuthold Group’s Jim Floyd, could be responsible for taking this publication in a new direction.
Gold and Gold Stocks
Prudent investors should include gold in their long-term portfolio asset mix considerations. Most don’t, but they should. However, our intermediate term outlook for the price of gold is not all that optimistic. Nevertheless, we think the aggressive investor is currently being presented with an attractive capital gains opportunity in South African gold shares.
Inside the Stock Market
The Major Trend Index still looks bullishly healthy, but our Early Warning work indicates a 7%-10% correction might be expected soon. Perhaps after a September rally.
View from the North Country
For a number of months this publication has been discussing the possibility of a crisis in dollar confidence on an international basis. It appears the risks of a waterfall panic dollar decline are again increasing. Widespread currency speculation combined with growing foreign holdings of dollars and Treasury securities are increasing dollar vulnerability.
Stock Market
Of Special Interest
Macro Monitor
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
