Green Book January 1990
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Featured Articles
"Playing The Bounce" Update
For a number of years, we have used Jim Floyd's computer screen to isolate stocks most likely to score the largest gains from early December through the end of January.
A Look In The Rearview Mirror
Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.
Bullish On Bonds And Bearish On Stocks?
Last month we adopted a tactically bullish position towards high quality bonds while remaining very cautious towards equities.
December: Nervous and Quiet
During most of December the bond market was on vacation.
Defensive Posture Maintained
It continues to appear the stock market is forming a major cyclical bull market top. The Major Trend Index did improve some in December but remains convincingly negative with a reading of +1461 and -2000.
Dreams And Nightmares
For a number of years we conducted an annual exercise each January, examining the previous year's leading and lagging stock market groups.
Joke of the Month
The blue ribbon stays in Minnesota this month, with the winner coming from John Nagel of Carlson Investment Group....OK John, now will you become a client?
Scanning The Markets: Fourth Quarter
The table on the next page is a performance run down for our equity market sectors ranked by fourth quarter performance.
View From The North Country
This issue includes some New Year's traditions. First, our economic and market outlook for the New Year.
Table of Contents
Stock Market
- View From The North Country
- Defensive Posture Maintained
- Bullish On Bonds And Bearish On Stocks?
- "Playing The Bounce" Update
- Dreams And Nightmares
Of Special Interest
Equity Strategies
Inflation Watch
At Random
"Playing The Bounce" Update
For a number of years, we have used Jim Floyd's computer screen to isolate stocks most likely to score the largest gains from early December through the end of January.
A Look In The Rearview Mirror
Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.
Bullish On Bonds And Bearish On Stocks?
Last month we adopted a tactically bullish position towards high quality bonds while remaining very cautious towards equities.
December: Nervous and Quiet
During most of December the bond market was on vacation.
Defensive Posture Maintained
It continues to appear the stock market is forming a major cyclical bull market top. The Major Trend Index did improve some in December but remains convincingly negative with a reading of +1461 and -2000.
Dreams And Nightmares
For a number of years we conducted an annual exercise each January, examining the previous year's leading and lagging stock market groups.
Joke of the Month
The blue ribbon stays in Minnesota this month, with the winner coming from John Nagel of Carlson Investment Group....OK John, now will you become a client?
Scanning The Markets: Fourth Quarter
The table on the next page is a performance run down for our equity market sectors ranked by fourth quarter performance.
View From The North Country
This issue includes some New Year's traditions. First, our economic and market outlook for the New Year.
Stock Market
- View From The North Country
- Defensive Posture Maintained
- Bullish On Bonds And Bearish On Stocks?
- "Playing The Bounce" Update
- Dreams And Nightmares