Green Book August 1987
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact Us
Featured Articles
Bond Market Summary
The bond market held Its own for the first few weeks of July, but prices took a sharp dive on July 21 and drifted lower for the remainder of the month.
Joke of the Month
Is the weather too hot? Are all our prime sources on vacation? Not a single good decent joke this month (although several good indecent ones). So, here is a classic jazz anecdote from the collection of Dick Gibson in Denver, Colorado.
Oil Patch Cutback Begins
Our diversified index of oil related stocks is now up 110% from its lows of last summer, although still 22% below its 1980 peak. However, the relative strength line is now approaching its 1980 to date downtrend line.
Technology Restructuring
We are getting increasingly optimistic about the prospects for Industrial Technology stocks and increasingly cautious about the outlook for Office & Information Technology stocks.
The Fireworks in July: Some Shooting Stars and Some Duds
Well, I have to admit it, this writer counts himself as one of the befuddled. Based on the calls in late June, a number of clients are also in the peer group. So, in terms of the shorter-term market outlook, I’m afraid it is a case of the befuddled leading the befuddled...or not leading the befuddled?
The “Bottomless Pool of Liquidity”
This morning on television, I heard a Wall Street pundit proclaim that “the stock market has a bottomless pool of liquidity”. No doubt, when investor fear replaces investor greed, you will hear about the stock market being a “bottomless pit”.
Time to Sell Stocks Our Diffusion Index Says
The tool has functioned as a good lead indicator of changes in inflation momentum. When the reading is moving up it is an inflation acceleration alert and a move above 70% is usually cause for a general alarm. On the other hand, readings below 50% are a comfort zone.
Tracking the Big Cap and Secondary Stock Relationship...Some New Analytical Tools
Historically, small cap stocks have outperformed big cap stocks in about two out of three years. But this has not been the case since mid-1983. What is going on? Has the investment world changed? Will small stocks ever again lead the parade?
View from the North Country
Bring on the Mystics, Special Situation Research...Correction, Correction, Australian Bonds...The Right Guys Won, The Japan Factor
Table of Contents
Stock Market
- View from the North Country
- The Fireworks in July: Some Shooting Stars and Some Duds
- The “Bottomless Pool of Liquidity”
- Tracking the Big Cap and Secondary Stock Relationship...Some New Analytical Tools
Macro Monitor
Equity Strategies
Special Reports
At Random
Bond Market Summary
The bond market held Its own for the first few weeks of July, but prices took a sharp dive on July 21 and drifted lower for the remainder of the month.
Joke of the Month
Is the weather too hot? Are all our prime sources on vacation? Not a single good decent joke this month (although several good indecent ones). So, here is a classic jazz anecdote from the collection of Dick Gibson in Denver, Colorado.
Oil Patch Cutback Begins
Our diversified index of oil related stocks is now up 110% from its lows of last summer, although still 22% below its 1980 peak. However, the relative strength line is now approaching its 1980 to date downtrend line.
Technology Restructuring
We are getting increasingly optimistic about the prospects for Industrial Technology stocks and increasingly cautious about the outlook for Office & Information Technology stocks.
The Fireworks in July: Some Shooting Stars and Some Duds
Well, I have to admit it, this writer counts himself as one of the befuddled. Based on the calls in late June, a number of clients are also in the peer group. So, in terms of the shorter-term market outlook, I’m afraid it is a case of the befuddled leading the befuddled...or not leading the befuddled?
The “Bottomless Pool of Liquidity”
This morning on television, I heard a Wall Street pundit proclaim that “the stock market has a bottomless pool of liquidity”. No doubt, when investor fear replaces investor greed, you will hear about the stock market being a “bottomless pit”.
Time to Sell Stocks Our Diffusion Index Says
The tool has functioned as a good lead indicator of changes in inflation momentum. When the reading is moving up it is an inflation acceleration alert and a move above 70% is usually cause for a general alarm. On the other hand, readings below 50% are a comfort zone.
Tracking the Big Cap and Secondary Stock Relationship...Some New Analytical Tools
Historically, small cap stocks have outperformed big cap stocks in about two out of three years. But this has not been the case since mid-1983. What is going on? Has the investment world changed? Will small stocks ever again lead the parade?
View from the North Country
Bring on the Mystics, Special Situation Research...Correction, Correction, Australian Bonds...The Right Guys Won, The Japan Factor
Stock Market
- View from the North Country
- The Fireworks in July: Some Shooting Stars and Some Duds
- The “Bottomless Pool of Liquidity”
- Tracking the Big Cap and Secondary Stock Relationship...Some New Analytical Tools
Macro Monitor
Equity Strategies
Special Reports
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
