Green Book August 1993
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Featured Articles
A Second Reminder, Take Your Phone To The Beach
I think August will be a month in which some big players start taking big money out of the stock market game, defensively preparing for Wall Street's traditional hurricane season.
Are Coke and Mickey Mouse “Forever”?
The one thing that we can count on about the future is that it will not be the same as today. While a diamond may be forever, a Blue Chip stock is not...not even Disney, not even Coca Cola and certainly not IBM.
Bond Market Summary
Long treasuries moved higher during the first half of July buoyed by favorable June inflation numbers and generally weak economic signals. However, most bond prices did an about face in the middle of the month.
Earnings Momentum Update
The economic expansion has been so lackluster that we have expected companies to have problems growing earnings. While we have seen this Earnings Momentum decelerate somewhat, the momentum continues to look relatively strong.
Joke of the Month
In this age of heightened sensitivity, the spectrum of politically correct joke material continues to narrow. Lawyer jokes are now being declared out of bounds by the American Bar Association and I suppose accountant and actuary jokes may be next.
OCO Advance/Decline Line Update
This version of market breadth continues to present a more bearish picture than the other A/D measures.
Our View Of Gold And Gold Stocks
For several months now this publication has been closely following the price action of gold. Initially my view was that the gold strength was little more than a rally in a bear market. But two months ago my position changed.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July performance.
View from the North Country
Gambling fever remains in the heartland. Also, recognizing that times have changed, recognizing that seriousness and sensitivity are on the increase, The Leuthold Group now plans to publish an “abridged” version of this publication. In this “A” version, all non-investment related editorial content and features will be eliminated.
Yawn
As noted last issue, July had been proclaimed the most boring month by The Boring Institute. As far as the stock market was concerned, I had thought June deserved this distinction. Now I'm not so sure.
Table of Contents
Stock Market
- Yawn
- A Second Reminder, Take Your Phone To The Beach
- OCO Advance/Decline Line Update
- Earnings Momentum Update
- View from the North Country
- Are Coke and Mickey Mouse “Forever”?
Macro Monitor
Equity Strategies
At Random
A Second Reminder, Take Your Phone To The Beach
I think August will be a month in which some big players start taking big money out of the stock market game, defensively preparing for Wall Street's traditional hurricane season.
Are Coke and Mickey Mouse “Forever”?
The one thing that we can count on about the future is that it will not be the same as today. While a diamond may be forever, a Blue Chip stock is not...not even Disney, not even Coca Cola and certainly not IBM.
Bond Market Summary
Long treasuries moved higher during the first half of July buoyed by favorable June inflation numbers and generally weak economic signals. However, most bond prices did an about face in the middle of the month.
Earnings Momentum Update
The economic expansion has been so lackluster that we have expected companies to have problems growing earnings. While we have seen this Earnings Momentum decelerate somewhat, the momentum continues to look relatively strong.
Joke of the Month
In this age of heightened sensitivity, the spectrum of politically correct joke material continues to narrow. Lawyer jokes are now being declared out of bounds by the American Bar Association and I suppose accountant and actuary jokes may be next.
OCO Advance/Decline Line Update
This version of market breadth continues to present a more bearish picture than the other A/D measures.
Our View Of Gold And Gold Stocks
For several months now this publication has been closely following the price action of gold. Initially my view was that the gold strength was little more than a rally in a bear market. But two months ago my position changed.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July performance.
View from the North Country
Gambling fever remains in the heartland. Also, recognizing that times have changed, recognizing that seriousness and sensitivity are on the increase, The Leuthold Group now plans to publish an “abridged” version of this publication. In this “A” version, all non-investment related editorial content and features will be eliminated.
Yawn
As noted last issue, July had been proclaimed the most boring month by The Boring Institute. As far as the stock market was concerned, I had thought June deserved this distinction. Now I'm not so sure.
Stock Market
- Yawn
- A Second Reminder, Take Your Phone To The Beach
- OCO Advance/Decline Line Update
- Earnings Momentum Update
- View from the North Country
- Are Coke and Mickey Mouse “Forever”?
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
