Green Book April 1996
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Featured Articles
Bond Market Insight
Insight derived from Jim Bianco’s excellent Market Commentaries. At Arbor Trading Group Inc., Jim does some of the best, original, and thought provoking work that comes into our shop.
Bond Market Summary
Bond market was punished again in March by continued (forced?) hedge fund selling and unexpected stronger economic signals casting doubts on further Fed easing. Rising labor costs and higher energy and grain prices provided reasons for worry.
Current Market View
Major Trend remains positive, total equity exposure remains at 58%, using index options to minimize and reduce risk. The “new valuation era” continues. Demand for U.S. equity funds continues to be key driver.
Earnings Momentum: New Evidence of Deterioration
While Earnings Momentum looked relatively strong for the fourth quarter of 1995, there are some very early warning signals beginning to appear.
First Quarter: Mixed Up, But Up
Big cap bias in market may be driven by increased enthusiasm for index funds...S&P becoming difficult to beat...
Joke of the Month
Walter Deemer strikes again with what just could be “The Joke of the Year.” Walter, unlike Uncle Miltie, admits he did steal the joke and indicates he will pass the Leuthold Blue Ribbon on to his source. Who says all investment strategists are waffling dishonest souls with no integrity?
Major Stock Market Positives and Negatives
A review of the significant stock market positives and negatives as I currently see them. There are now five major positives and five major negatives.
Retail Rebound?
“Retail Rebound?”, a new Leuthold sector, among the Q1 performance leaders...may not remain there if economic progress reverts back to sluggish.
Scanning the Markets
Performance rundown for The Leuthold Group’s equity market sectors (and other measures) ranked by first quarter performance.
View from the North Country
“In Search Of Earnings Disappointments”, Jim Floyd’s late March “The Numbers Game” publication and Perception II’s new clean look. The U. S. Murder rate is now decreasing…This is very surprising to most of us. The Republicans have cleaned house in the House, sharply reducing costs and improving efficiencies.
Table of Contents
Stock Market
- First Quarter: Mixed Up, But Up
- Current Market View
- Major Stock Market Positives and Negatives
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Insight
Insight derived from Jim Bianco’s excellent Market Commentaries. At Arbor Trading Group Inc., Jim does some of the best, original, and thought provoking work that comes into our shop.
Bond Market Summary
Bond market was punished again in March by continued (forced?) hedge fund selling and unexpected stronger economic signals casting doubts on further Fed easing. Rising labor costs and higher energy and grain prices provided reasons for worry.
Current Market View
Major Trend remains positive, total equity exposure remains at 58%, using index options to minimize and reduce risk. The “new valuation era” continues. Demand for U.S. equity funds continues to be key driver.
Earnings Momentum: New Evidence of Deterioration
While Earnings Momentum looked relatively strong for the fourth quarter of 1995, there are some very early warning signals beginning to appear.
First Quarter: Mixed Up, But Up
Big cap bias in market may be driven by increased enthusiasm for index funds...S&P becoming difficult to beat...
Joke of the Month
Walter Deemer strikes again with what just could be “The Joke of the Year.” Walter, unlike Uncle Miltie, admits he did steal the joke and indicates he will pass the Leuthold Blue Ribbon on to his source. Who says all investment strategists are waffling dishonest souls with no integrity?
Major Stock Market Positives and Negatives
A review of the significant stock market positives and negatives as I currently see them. There are now five major positives and five major negatives.
Retail Rebound?
“Retail Rebound?”, a new Leuthold sector, among the Q1 performance leaders...may not remain there if economic progress reverts back to sluggish.
Scanning the Markets
Performance rundown for The Leuthold Group’s equity market sectors (and other measures) ranked by first quarter performance.
View from the North Country
“In Search Of Earnings Disappointments”, Jim Floyd’s late March “The Numbers Game” publication and Perception II’s new clean look. The U. S. Murder rate is now decreasing…This is very surprising to most of us. The Republicans have cleaned house in the House, sharply reducing costs and improving efficiencies.
Stock Market
- First Quarter: Mixed Up, But Up
- Current Market View
- Major Stock Market Positives and Negatives
- View from the North Country
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
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