Green Book January 1997
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
A Look In The Rearview Mirror
Thanks to the quantitative disciplines (Sector Selection Scores), sector calls and shifts in equity portfolios were mostly on the mark in 1996...except for bad late 1995-1996 Playing The Bounce episode.
Airlines...Major
Sector employed in equity portfolio (Jan. 1997).
Early 1997: The Stock Market Looks Higher
December's stock market was a mixed up affair, but this is not unusual for December.
Equity Fund Flows...Short Term
Longer term studies of mutual fund inflows, cash reserves, etc., can be found in the “Supply/Demand” section of this publication.
Inside The Bond Market
No fixed income changes planned for January. Significant bond market weakness would be viewed as opportunity to accumulate (7% area).
Joke of the Month
Three candidates are presented this month, with submissions from JRS in Carlsbad California and DG in Bellevue Washington being deposited in the Joke Bank.
Playing The Bouce Update
This publication has chosen not to employ this late 1996-early 1997 tactical trading strategy.
Playing The Bouce Update
This year we did not employ this late 1996-early 1997 tactical trading strategy.
Scanning The Markets
The tables on the next two pages are performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by 1996 performance.
The Lagging Small Caps In The Nasdaq Index
The NASDAQ Composite Index has become a very poor measure of smaller, more aggressive stocks.
View From The North Country
Thermal pollution time...Steve Leuthold offers his 1997 views and 1996 reviews on U.S. stock market, interest rates, economy, etc.
Table of Contents
Stock Market
- View From The North Country
- Early 1997: The Stock Market Looks Higher
- Equity Fund Flows...Short Term
- Playing The Bouce Update
- The Lagging Small Caps In The Nasdaq Index
- Playing The Bouce Update
Of Special Interest
Macro Monitor
Equity Strategies
At Random
A Look In The Rearview Mirror
Thanks to the quantitative disciplines (Sector Selection Scores), sector calls and shifts in equity portfolios were mostly on the mark in 1996...except for bad late 1995-1996 Playing The Bounce episode.
Airlines...Major
Sector employed in equity portfolio (Jan. 1997).
Early 1997: The Stock Market Looks Higher
December's stock market was a mixed up affair, but this is not unusual for December.
Equity Fund Flows...Short Term
Longer term studies of mutual fund inflows, cash reserves, etc., can be found in the “Supply/Demand” section of this publication.
Inside The Bond Market
No fixed income changes planned for January. Significant bond market weakness would be viewed as opportunity to accumulate (7% area).
Joke of the Month
Three candidates are presented this month, with submissions from JRS in Carlsbad California and DG in Bellevue Washington being deposited in the Joke Bank.
Playing The Bouce Update
This publication has chosen not to employ this late 1996-early 1997 tactical trading strategy.
Playing The Bouce Update
This year we did not employ this late 1996-early 1997 tactical trading strategy.
Scanning The Markets
The tables on the next two pages are performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by 1996 performance.
The Lagging Small Caps In The Nasdaq Index
The NASDAQ Composite Index has become a very poor measure of smaller, more aggressive stocks.
View From The North Country
Thermal pollution time...Steve Leuthold offers his 1997 views and 1996 reviews on U.S. stock market, interest rates, economy, etc.
Stock Market
- View From The North Country
- Early 1997: The Stock Market Looks Higher
- Equity Fund Flows...Short Term
- Playing The Bouce Update
- The Lagging Small Caps In The Nasdaq Index
- Playing The Bouce Update
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
