Green Book June 1994
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Featured Articles
1994: A Dull Summer?
Downside equity market risk viewed as significant: still believe 90% probability we are in early stages of a bear market. Could be a dull summer?
Inside the Bond Market
Weight of the evidence discipline remains negative, but market now in 7.50%-8.00% accumulation zone. Yield curve is flattening out.
Joke of the Month
Most of the jokes submitted in May came from women, and some of the humor was cutting, if not downright sexist. At any rate, the contributions were most appreciated and typically far better than the male chauvinist smut that usually flows into this office.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Supply/Demand Considerations
Money still flowing into equity mutual funds. AMG's response to the huge differences between mutual fund cash flow data provided by AMG in April and the numbers reported by ICI.
Today’s Fiscal Felons and Fiscal Heroes: a 1994 Voting Guide
From Alabama to Wyoming, our Senators and House members are rated for fiscal responsibility based on a study by The Concord Coalition. See how yours rank.
Tracking a New Sector: “Crimestoppers”
We highlight 19 publicly traded security and protection companies and present the investment theme "Crimestoppers". Performance of the sector is impressive and a few of the names may tweak your interest.
View From the North Country
How Bush and the boys rescued the banks without busting the FDIC, fiscal responsibility in the 1993 Congress is examined and what the recent surge in commodity inflation means.
Table of Contents
Stock Market
Of Special Interest
Macro Monitor
Equity Strategies
At Random
1994: A Dull Summer?
Downside equity market risk viewed as significant: still believe 90% probability we are in early stages of a bear market. Could be a dull summer?
Inside the Bond Market
Weight of the evidence discipline remains negative, but market now in 7.50%-8.00% accumulation zone. Yield curve is flattening out.
Joke of the Month
Most of the jokes submitted in May came from women, and some of the humor was cutting, if not downright sexist. At any rate, the contributions were most appreciated and typically far better than the male chauvinist smut that usually flows into this office.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Supply/Demand Considerations
Money still flowing into equity mutual funds. AMG's response to the huge differences between mutual fund cash flow data provided by AMG in April and the numbers reported by ICI.
Today’s Fiscal Felons and Fiscal Heroes: a 1994 Voting Guide
From Alabama to Wyoming, our Senators and House members are rated for fiscal responsibility based on a study by The Concord Coalition. See how yours rank.
Tracking a New Sector: “Crimestoppers”
We highlight 19 publicly traded security and protection companies and present the investment theme "Crimestoppers". Performance of the sector is impressive and a few of the names may tweak your interest.
View From the North Country
How Bush and the boys rescued the banks without busting the FDIC, fiscal responsibility in the 1993 Congress is examined and what the recent surge in commodity inflation means.