Green Book July 1988
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Featured Articles
Bond Market Summary
A month ago, institutional bond buyers were skittish, nibbling a little, but mostly sitting on their hands waiting for lower prices. As it turned out, the bond market didn’t need rain, nor did it need easier money and lower short-term rates.
Japan Becomes Aggressive
Japan is clearly becoming more assertive and aggressive in its dealings with other countries. Economic muscle instills confidence. Larry Jeddeloh provides his observations and comments on the Japanese real estate invasion of Hawaii.
Joke of the Month
This month’s winner could have come from a member of Wall Street’s Cable Cult. It didn’t...but it could have.
Scanning the Markets
Technology jumped back up to a position of market leadership in June with eight of our technology or technology dominated sectors were up 8% or more, compared to the 4.3% gain for the S&P 500. However, Airlines led the parade with a 13% gain.
Still Not Many Charging Bulls Around
Perhaps the healthiest thing of all about June in Wall Street was that nobody got very excited about it. The bearish contingent has backed off a bit, but I sure don’t see many charging bulls...not even very many sauntering bulls.
The Historical Relationship of Bond Yields to Stock Yields (Continued)
This is the second of our studies presenting historical relationships between stock market valuations and bond yields. This issue we present the Yield Differential, the basis point difference between stock dividend yields and bond yields.
Today’s Inflation Fears: Full of Beans?
Today, led by soybeans and other grains, the U.S. is getting a dose of Isolated Factor Inflation. The Fed can’t do anything to alleviate this, but Mother Nature can. Good hard rains in the farm belt could take the sizzle out of this brand of inflation.
View from the North Country
Update on Client and “Street” Reaction to Neil Dolinsky’s Sell Report on Tele-Communications...Japanese Stock Market Update...Health Care Industry: Why Are Costs Skyrocketing?
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
A month ago, institutional bond buyers were skittish, nibbling a little, but mostly sitting on their hands waiting for lower prices. As it turned out, the bond market didn’t need rain, nor did it need easier money and lower short-term rates.
Japan Becomes Aggressive
Japan is clearly becoming more assertive and aggressive in its dealings with other countries. Economic muscle instills confidence. Larry Jeddeloh provides his observations and comments on the Japanese real estate invasion of Hawaii.
Joke of the Month
This month’s winner could have come from a member of Wall Street’s Cable Cult. It didn’t...but it could have.
Scanning the Markets
Technology jumped back up to a position of market leadership in June with eight of our technology or technology dominated sectors were up 8% or more, compared to the 4.3% gain for the S&P 500. However, Airlines led the parade with a 13% gain.
Still Not Many Charging Bulls Around
Perhaps the healthiest thing of all about June in Wall Street was that nobody got very excited about it. The bearish contingent has backed off a bit, but I sure don’t see many charging bulls...not even very many sauntering bulls.
The Historical Relationship of Bond Yields to Stock Yields (Continued)
This is the second of our studies presenting historical relationships between stock market valuations and bond yields. This issue we present the Yield Differential, the basis point difference between stock dividend yields and bond yields.
Today’s Inflation Fears: Full of Beans?
Today, led by soybeans and other grains, the U.S. is getting a dose of Isolated Factor Inflation. The Fed can’t do anything to alleviate this, but Mother Nature can. Good hard rains in the farm belt could take the sizzle out of this brand of inflation.
View from the North Country
Update on Client and “Street” Reaction to Neil Dolinsky’s Sell Report on Tele-Communications...Japanese Stock Market Update...Health Care Industry: Why Are Costs Skyrocketing?
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
