Green Book November 1990
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Featured Articles
Bond Market Summary
Crude prices fell 11% in October and almost all other commodities moved lower, easing recent inflation fears. The economic numbers mostly continued to say recession, with the exception of the new GNP number. However, very few believe the accuracy of the number.
Joke of the Month
The winner comes from Alpine Capital Management in Denver. Susan Lynn sent in the joke, but at John Dickerson’s request. Since John has been a previous winner, the award should go to Susan.
Major Trend Index Improved, But Still Negative
This issue marks the first anniversary of the most recent Major Trend Index sell signal, transmitted to clients on Halloween 1989. Here in October 1990, this work has improved significantly from a month ago.
Scanning the Markets
A performance rundown for our equity market sectors and other measures ranked by October performance (only 31% of our sectors beat the DJIA).
Should You Ever Buy Secondary Stocks Again?
The two most common questions we hear from equity only managers are: “When (if ever) should we start buying secondary stocks?” and “When do you expect a market leadership shift to the cyclicals?”
View from the North Country
Congressional Deficit Reduction Follies: The ultimate result was a cruel joke, with no meaningful spending restraints and a hodgepodge of new taxes, apparently ripe with special interest favors. Yes, it is business as usual in Washington.
Whew! October Wasn’t Bad
So we made it through October without taking a big stock market hit. The popular stock market measures ended the month about where they started, enough to reduce investor pessimism levels by a few degrees, maybe more.
“Playing the Bounce”
For over 10 years, The Leuthold Group has been sending out a list of year end trading suggestions. In November and December we go “bottom fishing” for stocks that are overextended on the downside. When year-end selling pressures lift, these selected Issues typically rebound nicely Into January or even February.
Table of Contents
Stock Market
- Whew! October Wasn’t Bad
- Major Trend Index Improved, But Still Negative
- Should You Ever Buy Secondary Stocks Again?
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
Crude prices fell 11% in October and almost all other commodities moved lower, easing recent inflation fears. The economic numbers mostly continued to say recession, with the exception of the new GNP number. However, very few believe the accuracy of the number.
Joke of the Month
The winner comes from Alpine Capital Management in Denver. Susan Lynn sent in the joke, but at John Dickerson’s request. Since John has been a previous winner, the award should go to Susan.
Major Trend Index Improved, But Still Negative
This issue marks the first anniversary of the most recent Major Trend Index sell signal, transmitted to clients on Halloween 1989. Here in October 1990, this work has improved significantly from a month ago.
Scanning the Markets
A performance rundown for our equity market sectors and other measures ranked by October performance (only 31% of our sectors beat the DJIA).
Should You Ever Buy Secondary Stocks Again?
The two most common questions we hear from equity only managers are: “When (if ever) should we start buying secondary stocks?” and “When do you expect a market leadership shift to the cyclicals?”
View from the North Country
Congressional Deficit Reduction Follies: The ultimate result was a cruel joke, with no meaningful spending restraints and a hodgepodge of new taxes, apparently ripe with special interest favors. Yes, it is business as usual in Washington.
Whew! October Wasn’t Bad
So we made it through October without taking a big stock market hit. The popular stock market measures ended the month about where they started, enough to reduce investor pessimism levels by a few degrees, maybe more.
“Playing the Bounce”
For over 10 years, The Leuthold Group has been sending out a list of year end trading suggestions. In November and December we go “bottom fishing” for stocks that are overextended on the downside. When year-end selling pressures lift, these selected Issues typically rebound nicely Into January or even February.
Stock Market
- Whew! October Wasn’t Bad
- Major Trend Index Improved, But Still Negative
- Should You Ever Buy Secondary Stocks Again?
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
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Featured Articles
Sector Navigator
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