Green Book April 1995
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
Bond Rally Lost Its Punch In March
Weight of the evidence bond market discipline shifted to negative from neutral this month.
Highlights From The Gold Book
The stock market continued to show strength during March, with the DJIA turning in a 3.7% gain while the S&P 500 rose 2.7%.
In Focus: Paid To Play
The Leuthold Group’s new direction in stock sector selection. A disciplined, unemotional, quantitative approach to today’s “real world” stock market group selection.
Joke of the Month
First runner up comes from Jim Anderson, Vice President and Treasurer of U S West, Englewood Colorado. Jim says this joke came from a 1981 Dick Francis Novel (Reflex).
Mutual Fund Cash Flow Focus
While the aggregate flow to mutual funds continues to be a net inflow, it is down substantially from year ago levels and some types of funds have been seeing net outflows.
Reducing Equities Below Normal Minimum
Reducing equities below normal minimum for the first time since the summer of 1987. Intrinsic Value work is now quite overvalued and approaching 1987 peak valuations. However, a 1987 type crash is not expected.
Scanning the Markets
The best and worst equity sector performers for March.
View From the North Country
Should we just own stocks and forget about asset allocation? After all stocks have been the best performing asset class over the last 70 years.
Table of Contents
Stock Market
- View From the North Country
- Reducing Equities Below Normal Minimum
- Highlights From The Gold Book
- Mutual Fund Cash Flow Focus
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Rally Lost Its Punch In March
Weight of the evidence bond market discipline shifted to negative from neutral this month.
Highlights From The Gold Book
The stock market continued to show strength during March, with the DJIA turning in a 3.7% gain while the S&P 500 rose 2.7%.
In Focus: Paid To Play
The Leuthold Group’s new direction in stock sector selection. A disciplined, unemotional, quantitative approach to today’s “real world” stock market group selection.
Joke of the Month
First runner up comes from Jim Anderson, Vice President and Treasurer of U S West, Englewood Colorado. Jim says this joke came from a 1981 Dick Francis Novel (Reflex).
Mutual Fund Cash Flow Focus
While the aggregate flow to mutual funds continues to be a net inflow, it is down substantially from year ago levels and some types of funds have been seeing net outflows.
Reducing Equities Below Normal Minimum
Reducing equities below normal minimum for the first time since the summer of 1987. Intrinsic Value work is now quite overvalued and approaching 1987 peak valuations. However, a 1987 type crash is not expected.
Scanning the Markets
The best and worst equity sector performers for March.
View From the North Country
Should we just own stocks and forget about asset allocation? After all stocks have been the best performing asset class over the last 70 years.
Stock Market
- View From the North Country
- Reducing Equities Below Normal Minimum
- Highlights From The Gold Book
- Mutual Fund Cash Flow Focus
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
