Green Book January 1986

Gilt Edged Growth Time? We Think So

For several months now this publication has been waffling on this question.

Inside The Bond Market

1985 was a vintage year for bonds, with long bond total returns more than matching the big publicized move in equities.

Intermediate Top?

In mid December an Interim Memo was sent advising clients of a negative change in our Early Warning Index, an indication that an intermediate top was forming. It has been about four weeks since that alert and the work has continued negative.

January Screens 1986

Only one of the screens that follow has economic sector commonality (Consumer High Growth).

The Year That Was.....And The Year That Is

Time To Look At Shelter Stocks?

Several months ago Pulte Homes was added to our model as a "special situation" anticipating the possibility of a future broader move into the shelter area.

View From The North Country

Another New Year has arrived. Again tradition must be honored. Blacked-eyed peas have been consumed.