Green Book August 2000
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Featured Articles
Bond Market Summary
Economy still has considerable momentum, but there are signs of a slowdown in the second half. Still expect further Fed tightening. Expect inflation rates of change to soon peak, then cool off in Q4.
Capitalization Tier Meausres
The Leuthold Group has set out to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.
Corporate Insiders’ Big Block Transactions
The Leuthold Group monitor of the “smart money” crowd provides reliable information of stock market health. The data reveals big block insider selling has become a significant source of selling pressure in recent years, especially this year.
Good Advice For Summer Campers Bears Repeating
In August many go to the beach, but I know some of you go to the woods. For you campers, here is a public service announcement from Mark Dibble at Fidelity in Boston.
Internet Insanity Index
After a big bounce in June (+21%), the Internet Insanity Index came back to earth in July with a 7.7% loss.
July Mutual Fund Flows: Main Street Investors Remain Mostly Unfazed By Market Declines
One thing can be said about the equity fund money flow this year: it just keeps rolling in.
New Select Industries Group Holding: Life Insurance
Buying Life & Health Insurance giving the Paid To Play Portfolio 12% more exposure to the broad Financial group as Fed tightening may be in its final stages.
New Select Industries Group Holding: Small Cap Value
Is “Value” back? Not certain yet, but our thematic Small Cap Value group was upgraded to Attractive this month due to big jump in GS Score.
Scanning The Markets
The DJIA was the winner among the major stock market indices with its small 0.7% gain. Most of the measures were down in July...the NASDAQ lost 5.0% and the S&P 500 fell 1.6%. Despite the overall market weakness, there were still several groups that did well.
This Is A Tough Market
The Value Tide is coming in (finally). In July, Large Cap, Mid Cap and Small Cap Value all outperformed their “Growth” counterparts by generous margins.
View From The North Country
What are the economists missing? Dismal performance by practitioners of a dismal science! Jim Bianco, Bianco Research L.L.C., helps shed some light on the subject: “GDP Reality vs. Perception”.
Volatility Update…Today’s S&P Volatility Reminiscent of 1987
No year in NASDAQ history even approaches this year’s volatility!
Table of Contents
Stock Market
- View From The North Country
- This Is A Tough Market
- July Mutual Fund Flows: Main Street Investors Remain Mostly Unfazed By Market Declines
- Volatility Update…Today’s S&P Volatility Reminiscent of 1987
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Internet Insanity Index
- New Select Industries Group Holding: Small Cap Value
- New Select Industries Group Holding: Life Insurance
- Scanning The Markets
At Random
Bond Market Summary
Economy still has considerable momentum, but there are signs of a slowdown in the second half. Still expect further Fed tightening. Expect inflation rates of change to soon peak, then cool off in Q4.
Capitalization Tier Meausres
The Leuthold Group has set out to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.
Corporate Insiders’ Big Block Transactions
The Leuthold Group monitor of the “smart money” crowd provides reliable information of stock market health. The data reveals big block insider selling has become a significant source of selling pressure in recent years, especially this year.
Good Advice For Summer Campers Bears Repeating
In August many go to the beach, but I know some of you go to the woods. For you campers, here is a public service announcement from Mark Dibble at Fidelity in Boston.
Internet Insanity Index
After a big bounce in June (+21%), the Internet Insanity Index came back to earth in July with a 7.7% loss.
July Mutual Fund Flows: Main Street Investors Remain Mostly Unfazed By Market Declines
One thing can be said about the equity fund money flow this year: it just keeps rolling in.
New Select Industries Group Holding: Life Insurance
Buying Life & Health Insurance giving the Paid To Play Portfolio 12% more exposure to the broad Financial group as Fed tightening may be in its final stages.
New Select Industries Group Holding: Small Cap Value
Is “Value” back? Not certain yet, but our thematic Small Cap Value group was upgraded to Attractive this month due to big jump in GS Score.
Scanning The Markets
The DJIA was the winner among the major stock market indices with its small 0.7% gain. Most of the measures were down in July...the NASDAQ lost 5.0% and the S&P 500 fell 1.6%. Despite the overall market weakness, there were still several groups that did well.
This Is A Tough Market
The Value Tide is coming in (finally). In July, Large Cap, Mid Cap and Small Cap Value all outperformed their “Growth” counterparts by generous margins.
View From The North Country
What are the economists missing? Dismal performance by practitioners of a dismal science! Jim Bianco, Bianco Research L.L.C., helps shed some light on the subject: “GDP Reality vs. Perception”.
Volatility Update…Today’s S&P Volatility Reminiscent of 1987
No year in NASDAQ history even approaches this year’s volatility!
Stock Market
- View From The North Country
- This Is A Tough Market
- July Mutual Fund Flows: Main Street Investors Remain Mostly Unfazed By Market Declines
- Volatility Update…Today’s S&P Volatility Reminiscent of 1987
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Internet Insanity Index
- New Select Industries Group Holding: Small Cap Value
- New Select Industries Group Holding: Life Insurance
- Scanning The Markets
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
