Green Book October 1987
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Featured Articles
A “New Era” Version of the Major Trend Index?
Our published Major Trend Index has been registering negative readings since spring. But what happens if we remove the Intrinsic Value measures from the Index?
Bond Market Summary
The bond market held its own in the middle two weeks of September, but the first week and the last week of the month were downright nasty.
Joke of the Month
This month's winner requires a certain amount of explanation for non-Scandinavian readers.
Scanning the Markets
A performance run down for our sectors ranked by September performance, with 3rd quarter and year to date performance also included.
The Tail Continues to Wag the Dog
Our view remains unchanged in terms of prudent investment strategy. While trading opportunities may abound in the next few weeks, both long and short, the stock market is downright dangerous.
Two New Equity Portfolio Themes Introduced
“Almost Bonds”, is viewed as a tactical theme and is basically a defensive strategy that will probably be employed for a year or less. “Graying of America”, is a secular theme that could have a productive investment life of five years or longer.
View from the North Country
Don Weeden’s two-in-one solution to the debt crisis…Do dividends matter anymore?
“A Lot of 13-Year-Old Portfolio Managers”…… Some Market History
This last month, a client and I were discussing what the stock market was like back in the 1960’s and early 1970’s. We saw a number of parallels with the current market.
Table of Contents
Stock Market
- View from the North Country
- The Tail Continues to Wag the Dog
- “A Lot of 13-Year-Old Portfolio Managers”…… Some Market History
Of Special Interest
Macro Monitor
Equity Strategies
At Random
A “New Era” Version of the Major Trend Index?
Our published Major Trend Index has been registering negative readings since spring. But what happens if we remove the Intrinsic Value measures from the Index?
Bond Market Summary
The bond market held its own in the middle two weeks of September, but the first week and the last week of the month were downright nasty.
Joke of the Month
This month's winner requires a certain amount of explanation for non-Scandinavian readers.
Scanning the Markets
A performance run down for our sectors ranked by September performance, with 3rd quarter and year to date performance also included.
The Tail Continues to Wag the Dog
Our view remains unchanged in terms of prudent investment strategy. While trading opportunities may abound in the next few weeks, both long and short, the stock market is downright dangerous.
Two New Equity Portfolio Themes Introduced
“Almost Bonds”, is viewed as a tactical theme and is basically a defensive strategy that will probably be employed for a year or less. “Graying of America”, is a secular theme that could have a productive investment life of five years or longer.
View from the North Country
Don Weeden’s two-in-one solution to the debt crisis…Do dividends matter anymore?
“A Lot of 13-Year-Old Portfolio Managers”…… Some Market History
This last month, a client and I were discussing what the stock market was like back in the 1960’s and early 1970’s. We saw a number of parallels with the current market.
Stock Market
- View from the North Country
- The Tail Continues to Wag the Dog
- “A Lot of 13-Year-Old Portfolio Managers”…… Some Market History
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
