Green Book February 1998
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Featured Articles
1998 Day To Day Volatility: Just Like 1997...So Far
In January, the S&P 500, on a close to close basis moved up 1% or more on four trading days and down 1% or more on two trading days and down 1% or more on two trading days (January 9 was down 2.97%).
Bottom Fishing In Asia
Back in November 1997, the bottom fishing expedition began in the devastated Asian markets.
Earnings Momentum From A Market Perspective
Jim Floyd maintains a continuing earnings momentum monitor for a universe of 3000 stocks, breatking the universe down into tiers based on market capitalization.
Inflation Update
Wage pressure is only cloud on inflation horizon.
Inside The Bond Market
Today's moderately positive sloping yield curve may evolve into a flat or mildly inverted yield curve later in 1998...
January Mutual Fund Flows
Net inflows into equity funds lagged somewhat behind last January. We estimate U.S. focus equity funds experienced still strong net inflows of $17 billion, but foreign focus net inflows may have been less than $1 billion (net redemptions in the first few weeks).
Joke of the Month
Last month, a reader providing required photographic evidence, claimed the title of "the greatest Joke Meister of all".
Playing The Bouce Update: It Was Really A Tech Bounce
We did not employ nor endorse this tactical strategy in late 1997.
The Mixed Messages Of January
It was a shaky 1998 start, but the U.S. equity markets got it together after the big hit on January 9th (-3%).
View From The North Country
Each February, this publication, sometimes with help from our readers, constructs a series of "Fearless Forecasts".
What Is The Year End Flat Yield Curve Telling Us?
The U.S. yield curve could mildly invert in 1998, even with a passive Fed.
Yes, The Unconventional Portfolio Bought Gold Stocks
In last month's publication, it was noted that the Unconventional Asset Allocation Portfolio was establishing a 3% position in gold stocks.
Table of Contents
Stock Market
- The Mixed Messages Of January
- 1998 Day To Day Volatility: Just Like 1997...So Far
- Earnings Momentum From A Market Perspective
- Bottom Fishing In Asia
- Playing The Bouce Update: It Was Really A Tech Bounce
- Yes, The Unconventional Portfolio Bought Gold Stocks
- January Mutual Fund Flows
- View From The North Country
Macro Monitor
At Random
1998 Day To Day Volatility: Just Like 1997...So Far
In January, the S&P 500, on a close to close basis moved up 1% or more on four trading days and down 1% or more on two trading days and down 1% or more on two trading days (January 9 was down 2.97%).
Bottom Fishing In Asia
Back in November 1997, the bottom fishing expedition began in the devastated Asian markets.
Earnings Momentum From A Market Perspective
Jim Floyd maintains a continuing earnings momentum monitor for a universe of 3000 stocks, breatking the universe down into tiers based on market capitalization.
Inflation Update
Wage pressure is only cloud on inflation horizon.
Inside The Bond Market
Today's moderately positive sloping yield curve may evolve into a flat or mildly inverted yield curve later in 1998...
January Mutual Fund Flows
Net inflows into equity funds lagged somewhat behind last January. We estimate U.S. focus equity funds experienced still strong net inflows of $17 billion, but foreign focus net inflows may have been less than $1 billion (net redemptions in the first few weeks).
Joke of the Month
Last month, a reader providing required photographic evidence, claimed the title of "the greatest Joke Meister of all".
Playing The Bouce Update: It Was Really A Tech Bounce
We did not employ nor endorse this tactical strategy in late 1997.
The Mixed Messages Of January
It was a shaky 1998 start, but the U.S. equity markets got it together after the big hit on January 9th (-3%).
View From The North Country
Each February, this publication, sometimes with help from our readers, constructs a series of "Fearless Forecasts".
What Is The Year End Flat Yield Curve Telling Us?
The U.S. yield curve could mildly invert in 1998, even with a passive Fed.
Yes, The Unconventional Portfolio Bought Gold Stocks
In last month's publication, it was noted that the Unconventional Asset Allocation Portfolio was establishing a 3% position in gold stocks.
Stock Market
- The Mixed Messages Of January
- 1998 Day To Day Volatility: Just Like 1997...So Far
- Earnings Momentum From A Market Perspective
- Bottom Fishing In Asia
- Playing The Bouce Update: It Was Really A Tech Bounce
- Yes, The Unconventional Portfolio Bought Gold Stocks
- January Mutual Fund Flows
- View From The North Country
Macro Monitor
At Random
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