Green Book December 1994
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Featured Articles
Economy Showing No Signs of Cooling Off
Economy Humming Along...Fed Not Done Yet...Inflation Still Number One Worry
Joke of the Month
This comes from Bob Olsen, senior partner at Olsen, Thielen & Co., a CPA firm in Eden Prairie, Minnesota.
Major Trend Index Negative
Bond market decline may be in find stages, but stock market can stilll fall 20%- 25%, even if bonds stabilize in coming months.
Playing the Bounce Update
The traditional "Bounce" accumulation season is here but so far we haven't played the game. We may play the "Bounce" in December, but only if stocks sell-off sharply, or perhaps the last week of the month.
Retailing Resurgence Update
"Retailing Resurgence” held up well in November and we have not given up on Santa Claus yet.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors ranked by year to date performance.
Stock Market Sentiment
Public investment sentiment, as reflected by equity mutual fund cash flows, is becoming considerably more cautious.
Supply/Demand Considerations
Positive net cash flows into U.S. focus mutual funds are no longer overwhelming new equity offerings. But no investor panic yet.
The Tactical Case for Gold Stocks
Combination of seasonal trend and recent sharp drop in gold shares too tempting to pass up.
View From the North Country
The Economic Surprise And Inflation, The Feds Overheating Economy And Inflation Fears Are Justified and “Contract With America”: The Danger Is Big Tax Cuts But Minimal Spending Cuts
Table of Contents
Stock Market
- View From the North Country
- Major Trend Index Negative
- Stock Market Sentiment
- Supply/Demand Considerations
- Playing the Bounce Update
Of Special Interest
Macro Monitor
Equity Strategies
- November Action: Not Much Positive - Drugs Lead, Golds Trail
- Retailing Resurgence Update
- Scanning the Markets
At Random
Economy Showing No Signs of Cooling Off
Economy Humming Along...Fed Not Done Yet...Inflation Still Number One Worry
Joke of the Month
This comes from Bob Olsen, senior partner at Olsen, Thielen & Co., a CPA firm in Eden Prairie, Minnesota.
Major Trend Index Negative
Bond market decline may be in find stages, but stock market can stilll fall 20%- 25%, even if bonds stabilize in coming months.
Playing the Bounce Update
The traditional "Bounce" accumulation season is here but so far we haven't played the game. We may play the "Bounce" in December, but only if stocks sell-off sharply, or perhaps the last week of the month.
Retailing Resurgence Update
"Retailing Resurgence” held up well in November and we have not given up on Santa Claus yet.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors ranked by year to date performance.
Stock Market Sentiment
Public investment sentiment, as reflected by equity mutual fund cash flows, is becoming considerably more cautious.
Supply/Demand Considerations
Positive net cash flows into U.S. focus mutual funds are no longer overwhelming new equity offerings. But no investor panic yet.
The Tactical Case for Gold Stocks
Combination of seasonal trend and recent sharp drop in gold shares too tempting to pass up.
View From the North Country
The Economic Surprise And Inflation, The Feds Overheating Economy And Inflation Fears Are Justified and “Contract With America”: The Danger Is Big Tax Cuts But Minimal Spending Cuts
Stock Market
- View From the North Country
- Major Trend Index Negative
- Stock Market Sentiment
- Supply/Demand Considerations
- Playing the Bounce Update
Of Special Interest
Macro Monitor
Equity Strategies
- November Action: Not Much Positive - Drugs Lead, Golds Trail
- Retailing Resurgence Update
- Scanning the Markets
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
