Green Book July 1995
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Featured Articles
Bond Market Summary
Powerful bond rally in May and early June started to lose its sizzle later in the month, as less negative economic news diminished chances of imminent Fed easing.
Joke of the Month
Again, a month with excellent joke flow, so competition was keen. This month I have the flexibility to pick and choose, some of the best and some of the worst.
Monitoring Mutual Fund Cash Flows
$8 billion net inflow to Domestic Equity Funds in June. New and secondary equity offerings picking up, big block insider sale at record high (in dollars).
Putting Today’s Below-Average Dividend Payout In Historical Perspective
Our “Testing the Yield” histogram supports a cautious equity market posture based on historical limited upside potential in periods of low dividend yield levels.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by second quarter performance.
Still Watching the Bull Market Go By Us
Who's leading the bull market charge? Unsophisticated investors?
View from the North Country
U.S. healthcare cost containment? Still a long way to go. The 1995 “Tax Freedom Day” scorecard and the top 10 reasons the market will never go down.
What Might Change Today’s Bullish Psychology?
The basic question is, what might motivate the Teflon market to initially suffer a period of weakness?
“Real” Dividend Yield as an Analytical Tool
Testing indicates that there is really only minimal stock market analytical value to the concept of “real” dividend yields. It is of very limited use in identifying overvalued markets on a short term basis. Longer term, we found no stock market analytical value here.
Table of Contents
Stock Market
- Still Watching the Bull Market Go By Us
- What Might Change Today’s Bullish Psychology?
- Monitoring Mutual Fund Cash Flows
- View from the North Country
- Putting Today’s Below-Average Dividend Payout In Historical Perspective
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
Powerful bond rally in May and early June started to lose its sizzle later in the month, as less negative economic news diminished chances of imminent Fed easing.
Joke of the Month
Again, a month with excellent joke flow, so competition was keen. This month I have the flexibility to pick and choose, some of the best and some of the worst.
Monitoring Mutual Fund Cash Flows
$8 billion net inflow to Domestic Equity Funds in June. New and secondary equity offerings picking up, big block insider sale at record high (in dollars).
Putting Today’s Below-Average Dividend Payout In Historical Perspective
Our “Testing the Yield” histogram supports a cautious equity market posture based on historical limited upside potential in periods of low dividend yield levels.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by second quarter performance.
Still Watching the Bull Market Go By Us
Who's leading the bull market charge? Unsophisticated investors?
View from the North Country
U.S. healthcare cost containment? Still a long way to go. The 1995 “Tax Freedom Day” scorecard and the top 10 reasons the market will never go down.
What Might Change Today’s Bullish Psychology?
The basic question is, what might motivate the Teflon market to initially suffer a period of weakness?
“Real” Dividend Yield as an Analytical Tool
Testing indicates that there is really only minimal stock market analytical value to the concept of “real” dividend yields. It is of very limited use in identifying overvalued markets on a short term basis. Longer term, we found no stock market analytical value here.
Stock Market
- Still Watching the Bull Market Go By Us
- What Might Change Today’s Bullish Psychology?
- Monitoring Mutual Fund Cash Flows
- View from the North Country
- Putting Today’s Below-Average Dividend Payout In Historical Perspective
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
