Green Book October 1996
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Featured Articles
A September Surprise (To Me)
September a surprisingly strong month, with 4%-5% gains for most market indices. Significant MTI improvement, but still a ways from Neutral.
Bond Market Summary
Bonds (including zeros) expected to outperform stocks over next 6-12 months. Economy should slow by year end (recession in 1997?). Inflation should remain under control.
How Significant Are Buybacks?...A Summary
While stock is being repurchased through the front door, additional shares are going out the back door for stock options, incentive compensation, and acquisitions.
Joke of the Month
We experienced good post Labor Day joke flow. It also should be noted that some cruel and heartless readers labeled my September short term stock market prediction as the “real joke of the month.” If you don’t recall that prediction....well, good!
Playing the Bounce Update
May be another sub-par “Playing the Bounce” year. Most equities have already bounced off their lows, so this year's crop of busted stocks looks pretty lean and unusually risky.
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by third quarter performance.
September Mutual Fund Flows
Supply/Demand bullish in September. Mutual fund net inflows increase to an estimated $11 billion in September.
View from the North Country
California’s Proposition 211: a blatant, self-serving enrichment scheme that has negative implications for all of us. Good news for stocks and bonds: likely that the Republicans will not lose the House, and will also retain control of the Senate.
Table of Contents
Stock Market
- View from the North Country
- A September Surprise (To Me)
- September Mutual Fund Flows
- Playing the Bounce Update
Of Special Interest
Macro Monitor
Equity Strategies
At Random
A September Surprise (To Me)
September a surprisingly strong month, with 4%-5% gains for most market indices. Significant MTI improvement, but still a ways from Neutral.
Bond Market Summary
Bonds (including zeros) expected to outperform stocks over next 6-12 months. Economy should slow by year end (recession in 1997?). Inflation should remain under control.
How Significant Are Buybacks?...A Summary
While stock is being repurchased through the front door, additional shares are going out the back door for stock options, incentive compensation, and acquisitions.
Joke of the Month
We experienced good post Labor Day joke flow. It also should be noted that some cruel and heartless readers labeled my September short term stock market prediction as the “real joke of the month.” If you don’t recall that prediction....well, good!
Playing the Bounce Update
May be another sub-par “Playing the Bounce” year. Most equities have already bounced off their lows, so this year's crop of busted stocks looks pretty lean and unusually risky.
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by third quarter performance.
September Mutual Fund Flows
Supply/Demand bullish in September. Mutual fund net inflows increase to an estimated $11 billion in September.
View from the North Country
California’s Proposition 211: a blatant, self-serving enrichment scheme that has negative implications for all of us. Good news for stocks and bonds: likely that the Republicans will not lose the House, and will also retain control of the Senate.
Stock Market
- View from the North Country
- A September Surprise (To Me)
- September Mutual Fund Flows
- Playing the Bounce Update
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
