Green Book July 1993
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact Us
Featured Articles
A Royal (Blue) Look At Growth Stocks (And Value Too)
When value investing requires so much effort just to locate purchase candidates, you might want to re-evaluate your equity sector asset allocation strategy if you have that option. What do the growth stocks look like?
Bond Market Summary
Yields remained in a narrow trading band in early June, as investors braced themselves for another volley of ominous PPI and CPI announcements. But, upon release of May's surprisingly good inflation numbers, the bond market began a steady march upward for most of the remainder of the month.
Bored and Still Cautious
July has been proclaimed the most boring month by The Boring Institute. From a stock market standpoint, I think June should have been so designated.
Debt Monetization and Inflation
Presented herein is an update of the debt monetization studies presented two months ago. Data has now been released for the first quarter of 1993, and there is virtually no change. Nevertheless, judging by client response, this will be of interest to our readers.
Early Warning Index
This aspect of our work has not been particularly helpful recently, even though it at times has been quite productive in years past. We can't squeeze blood out of a turnip and in recent years we haven't been able to squeeze a 7%-10% correction out of the low volatility market.
For Technical Types
I have been employing market breadth data for 32 years, tracking and interpreting a number of variations of advance/decline calculations. Here are some of my conclusions about advance/decline studies.
Joke of the Month
Very good joke flow in June, but as usual a number are just not appropriate for our politically correct family oriented publication. Also, something for disadvantaged New York clients.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 2nd Quarter performance.
The Mutual Fund Factor
The public continues to roll the money into mutual funds and Wall Street continues to roll out the new equity offerings. The supply/demand standoff more or less continued in June.
View from the North Country
Wall Street anticipates relatively dull markets in July and August, especially August. It doesn't always work out that way. Also, Polling the Pros in June, a re-examiniation of the gold rally and an update on gambling stocks.
Table of Contents
Stock Market
- Bored and Still Cautious
- The Mutual Fund Factor
- Early Warning Index
- For Technical Types
- View from the North Country
- A Royal (Blue) Look At Growth Stocks (And Value Too)
Of Special Interest
Macro Monitor
Equity Strategies
At Random
A Royal (Blue) Look At Growth Stocks (And Value Too)
When value investing requires so much effort just to locate purchase candidates, you might want to re-evaluate your equity sector asset allocation strategy if you have that option. What do the growth stocks look like?
Bond Market Summary
Yields remained in a narrow trading band in early June, as investors braced themselves for another volley of ominous PPI and CPI announcements. But, upon release of May's surprisingly good inflation numbers, the bond market began a steady march upward for most of the remainder of the month.
Bored and Still Cautious
July has been proclaimed the most boring month by The Boring Institute. From a stock market standpoint, I think June should have been so designated.
Debt Monetization and Inflation
Presented herein is an update of the debt monetization studies presented two months ago. Data has now been released for the first quarter of 1993, and there is virtually no change. Nevertheless, judging by client response, this will be of interest to our readers.
Early Warning Index
This aspect of our work has not been particularly helpful recently, even though it at times has been quite productive in years past. We can't squeeze blood out of a turnip and in recent years we haven't been able to squeeze a 7%-10% correction out of the low volatility market.
For Technical Types
I have been employing market breadth data for 32 years, tracking and interpreting a number of variations of advance/decline calculations. Here are some of my conclusions about advance/decline studies.
Joke of the Month
Very good joke flow in June, but as usual a number are just not appropriate for our politically correct family oriented publication. Also, something for disadvantaged New York clients.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 2nd Quarter performance.
The Mutual Fund Factor
The public continues to roll the money into mutual funds and Wall Street continues to roll out the new equity offerings. The supply/demand standoff more or less continued in June.
View from the North Country
Wall Street anticipates relatively dull markets in July and August, especially August. It doesn't always work out that way. Also, Polling the Pros in June, a re-examiniation of the gold rally and an update on gambling stocks.
Stock Market
- Bored and Still Cautious
- The Mutual Fund Factor
- Early Warning Index
- For Technical Types
- View from the North Country
- A Royal (Blue) Look At Growth Stocks (And Value Too)
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
