Green Book September 1991
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Featured Articles
August Insights
Secondary stocks’ August performance, growth vs. cyclical and growth vs. value performance, S&P and DIJA historical valuations and the Royal Blue Index.
August: A Dull Month (Except for Four Days)
If you had been vacationing on an island with no communication during the last two weeks of August, you’d think from the month to month statistics that August 1991 was a big late summer yawn.
Bond Market Summary
August was a good month for bonds. Long treasuries recorded net gains of three points or more, with yields falling 30 basis points. T-bonds are now back up to where we sold them in January and February 1991.
Growth Bargain Basket Screen…..Results Have Improved
A number of modifications were made in the screening process as we attempted to exclude stocks with fading earnings momentum. It appears our modifications have been effective.
How High Is High?/How Low Is Low?
An update of The Leuthold Group’s Intrinsic Value Benchmarks provides a way of estimating upside and downside potential for the DJIA and S&P 500. How much higher might the stock market go in the next year…..and what is the bear market downside risk?
Joke of the Month
For a number of months now we have accepted only chicken jokes as Joke of the Month candidates. The theory was that surely chicken jokes would not be offensive to anybody. Obviously, we were wrong…..Sorry, no more chicken jokes.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by August 1991 performance.
View from the North Country
Playing The Game (Investment Management): Some Insights and Criticisms From Walter Cabot Of Standish Ayer & Wood...Tokyo Stock Market Update...Gasoline Prices Are Historically Cheap When Adjusted For Inflation...Country By Country Union Membership Statistics
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
August Insights
Secondary stocks’ August performance, growth vs. cyclical and growth vs. value performance, S&P and DIJA historical valuations and the Royal Blue Index.
August: A Dull Month (Except for Four Days)
If you had been vacationing on an island with no communication during the last two weeks of August, you’d think from the month to month statistics that August 1991 was a big late summer yawn.
Bond Market Summary
August was a good month for bonds. Long treasuries recorded net gains of three points or more, with yields falling 30 basis points. T-bonds are now back up to where we sold them in January and February 1991.
Growth Bargain Basket Screen…..Results Have Improved
A number of modifications were made in the screening process as we attempted to exclude stocks with fading earnings momentum. It appears our modifications have been effective.
How High Is High?/How Low Is Low?
An update of The Leuthold Group’s Intrinsic Value Benchmarks provides a way of estimating upside and downside potential for the DJIA and S&P 500. How much higher might the stock market go in the next year…..and what is the bear market downside risk?
Joke of the Month
For a number of months now we have accepted only chicken jokes as Joke of the Month candidates. The theory was that surely chicken jokes would not be offensive to anybody. Obviously, we were wrong…..Sorry, no more chicken jokes.
Scanning the Markets
A performance rundown for our equity market sectors (and other measures) ranked by August 1991 performance.
View from the North Country
Playing The Game (Investment Management): Some Insights and Criticisms From Walter Cabot Of Standish Ayer & Wood...Tokyo Stock Market Update...Gasoline Prices Are Historically Cheap When Adjusted For Inflation...Country By Country Union Membership Statistics
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
