Green Book June 1991
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Featured Articles
Bond Market Summary
In early May, the bond market was hit hard by a post Treasury financing sell off. It spent the rest of the month recovering.
Joke of the Month
In keeping with our attempts to keep this publication’s humor “politically correct” and inoffensive to all, this month’s winner is another chicken joke. It comes from Frank Stanley at Phoenix Investment Counsel in Hartford.
Playing the Bounce Update: Wow!
This has been a vintage “bounce” period, the best ever! We know that some of our smarter clients did play this game. Here’s a monitor for those fortunate and gutsy few.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by May 1991 performance.
Should You Leave the 1991 Stock Market Game at Half-Time?
We have surveyed the record of the S&P 500, examining performance in the first half and second half of each year. We focus here is on years with truly outstanding performance in the first half. What happened to the index in the subsequent six months?
Stock Group Performance in Perspective...A Different Look
By our tabulations, 57% of the industry groups are still below their 1987 peaks even though the S&P 500 is 16% above its 1987 peak. Which industry groups are leading and which are lagging?
The Cyclical Surge
Last month this publication noted that “deep cyclicals” were intriguing but unimpressive from a technical standpoint. Then in the last two weeks of May, the cyclicals exploded on the upside, especially in the last week of the month.
The Merry Month of May
The stars of May, at least the last half of the month, were the stocks and groups most sensitive to the business cycle.
View from the North Country
Polling the Pros at Leuthold Group Luncheons...Derivative Markets Still Swing the Stock Market Up and Down
Table of Contents
Stock Market
- View from the North Country
- The Merry Month of May
- The Cyclical Surge
- Should You Leave the 1991 Stock Market Game at Half-Time?
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
In early May, the bond market was hit hard by a post Treasury financing sell off. It spent the rest of the month recovering.
Joke of the Month
In keeping with our attempts to keep this publication’s humor “politically correct” and inoffensive to all, this month’s winner is another chicken joke. It comes from Frank Stanley at Phoenix Investment Counsel in Hartford.
Playing the Bounce Update: Wow!
This has been a vintage “bounce” period, the best ever! We know that some of our smarter clients did play this game. Here’s a monitor for those fortunate and gutsy few.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by May 1991 performance.
Should You Leave the 1991 Stock Market Game at Half-Time?
We have surveyed the record of the S&P 500, examining performance in the first half and second half of each year. We focus here is on years with truly outstanding performance in the first half. What happened to the index in the subsequent six months?
Stock Group Performance in Perspective...A Different Look
By our tabulations, 57% of the industry groups are still below their 1987 peaks even though the S&P 500 is 16% above its 1987 peak. Which industry groups are leading and which are lagging?
The Cyclical Surge
Last month this publication noted that “deep cyclicals” were intriguing but unimpressive from a technical standpoint. Then in the last two weeks of May, the cyclicals exploded on the upside, especially in the last week of the month.
The Merry Month of May
The stars of May, at least the last half of the month, were the stocks and groups most sensitive to the business cycle.
View from the North Country
Polling the Pros at Leuthold Group Luncheons...Derivative Markets Still Swing the Stock Market Up and Down
Stock Market
- View from the North Country
- The Merry Month of May
- The Cyclical Surge
- Should You Leave the 1991 Stock Market Game at Half-Time?
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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