Green Book August 1995
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Featured Articles
Bond Market Summary
Bond market rally sputters, as consensus changes from multiple Fed rate cuts to “one and done”. Greenspan upbeat assessment of economy chokes off further bond advance.
Cashing In On Strong Balance Sheets: The Net Net Working Capital Screen
This month we are activating the “Net Net Working Capital” (NNWC) screen as an active part of the Equity Portfolio. NNWC is a modified working capital analysis which, in some cases, is useful in making preliminary, liquidity based company valuations.
Inside The S&P 500
A listing of the 50 best and 50 worst year to date performers in the S&P 500 (through the end of July).
Joke of the Month
Last month, Ian McAvity was first runner-up and this month he gets the “Blue Ribbon”. We hate to send these out of the country, but first prize is now on its way to Deliberations Research in Toronto.
Monitoring Mutual Fund Cash Flows
Supply/Demand: $11.2 billion net cash into U.S. focus equity funds versus $9 billion of equity offerings in July.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
The Bull Marches On
Beginning of the end for tech stocks? Maybe not. More “new era” speak — a.k.a. justifications for an overvalued equity market.
The Current High Tech Mania Compared To Past Technology Manias
Will the technology stocks continue their market leadership, or is a high tech wreck about to commence?
View from the North Country
Does an “Information Revolution” justify unprecedented equity valuations for the broad market? Another downward inflation revision and a novel way to promote Social Security reform.
Watch Out Below
Four possible upsets to bullish complacency.
Worth Noting
Steve’s notes on revising the GDP calculation, market implications of discount rate cut, stock market capitalization as a percentage of the GDP and more.
Table of Contents
Stock Market
- The Bull Marches On
- Watch Out Below
- Inside The S&P 500
- Worth Noting
- Monitoring Mutual Fund Cash Flows
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
Bond market rally sputters, as consensus changes from multiple Fed rate cuts to “one and done”. Greenspan upbeat assessment of economy chokes off further bond advance.
Cashing In On Strong Balance Sheets: The Net Net Working Capital Screen
This month we are activating the “Net Net Working Capital” (NNWC) screen as an active part of the Equity Portfolio. NNWC is a modified working capital analysis which, in some cases, is useful in making preliminary, liquidity based company valuations.
Inside The S&P 500
A listing of the 50 best and 50 worst year to date performers in the S&P 500 (through the end of July).
Joke of the Month
Last month, Ian McAvity was first runner-up and this month he gets the “Blue Ribbon”. We hate to send these out of the country, but first prize is now on its way to Deliberations Research in Toronto.
Monitoring Mutual Fund Cash Flows
Supply/Demand: $11.2 billion net cash into U.S. focus equity funds versus $9 billion of equity offerings in July.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
The Bull Marches On
Beginning of the end for tech stocks? Maybe not. More “new era” speak — a.k.a. justifications for an overvalued equity market.
The Current High Tech Mania Compared To Past Technology Manias
Will the technology stocks continue their market leadership, or is a high tech wreck about to commence?
View from the North Country
Does an “Information Revolution” justify unprecedented equity valuations for the broad market? Another downward inflation revision and a novel way to promote Social Security reform.
Watch Out Below
Four possible upsets to bullish complacency.
Worth Noting
Steve’s notes on revising the GDP calculation, market implications of discount rate cut, stock market capitalization as a percentage of the GDP and more.
Stock Market
- The Bull Marches On
- Watch Out Below
- Inside The S&P 500
- Worth Noting
- Monitoring Mutual Fund Cash Flows
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
