Green Book July 2000
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Featured Articles
Bond Market Summary
· Still expect one more rate hike due to rekindling of stock market enthusiasm, prospects of accelerating inflation, and reported wage inflation numbers understated.
Capitalization Tier Meausres
The Leuthold Group has set out to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.
How Long To Catch Up?
Bear markets and the time to catch up.
In The Rear View Mirror
Year 2000 is half over...Leuthold Paid To Play equity portfolio concentrated in Energy and Health Care up 7% in June, +33% YTD. Also, today’s huge valuation dichotomy.
Insider Block Measures...A Bearish Picture
High levels of selling indicate corporate insiders are cashing in by cashing out of the stock market and this year’s level of selling is unprecedented.
Internet Insanity Index
This group rallied in June along with many of the other Technology related groups. However, for the YTD, this Internet Insanity Index is still down more than 21%.
Joke of the Month
Jim Floyd, after over twenty years at The Leuthold Group, finally gets his first blue ribbon. His joke has been on deposit in the joke bank for several years and subsequently others have sent in this same joke. But, Jim was first.
June Mutual Fund Flows: Fund Investors Still Hangin’ In
In 2000, inflows have come in at a record clip. The YTD $160 billion net inflow through the end of June is now about 74% more than 1999’s net inflow over the same six-month period.
New Select Industries Group Holding: Oil & Gas Exploration & Production
The oil play ain’t over yet. Look for this group to move as exploration heats up in second half of year.
New Select Industries Group Holding: Undervalued & Unloved
One of Jim Floyd’s quantitative screens seeking under owned, overlooked, and out of favor stocks which have potential to be rediscovered.
Scanning The Markets
Technology stocks led the market again in June, after being hit hard in May.
Supply Factors
YTD offerings of $120 billion have been overtaken by $142 billion in YTD cash acquisitions.
The Impact Of Exchange Traded Funds (ETFs)
The popularity of SPDRs has opened the floodgates for new species: VIPERs, HLDRs, and iSHAREs.
View From The North Country
Per Ray DeVoe, pay increases for the service sector workers are running at a 7%-8% annual rate of increase, compare this to the BLS calculation of +3.5% for this same sector. Steve and Sharon ride the rails through the Scotland highlands.
Volatility Update
NASDAQ Volatility - Unprecedented! First step toward trading in decimals will begin this fall. Barry Small, CEO of Weeden & Co., offers his insights on the impact on liquidity and potential volatility for the U.S. markets.
Table of Contents
Stock Market
- View From The North Country
- In The Rear View Mirror
- Volatility Update
- June Mutual Fund Flows: Fund Investors Still Hangin’ In
- Supply Factors
- Insider Block Measures...A Bearish Picture
- How Long To Catch Up?
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Internet Insanity Index
- New Select Industries Group Holding: Undervalued & Unloved
- New Select Industries Group Holding: Oil & Gas Exploration & Production
- Scanning The Markets
At Random
Bond Market Summary
· Still expect one more rate hike due to rekindling of stock market enthusiasm, prospects of accelerating inflation, and reported wage inflation numbers understated.
Capitalization Tier Meausres
The Leuthold Group has set out to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.
How Long To Catch Up?
Bear markets and the time to catch up.
In The Rear View Mirror
Year 2000 is half over...Leuthold Paid To Play equity portfolio concentrated in Energy and Health Care up 7% in June, +33% YTD. Also, today’s huge valuation dichotomy.
Insider Block Measures...A Bearish Picture
High levels of selling indicate corporate insiders are cashing in by cashing out of the stock market and this year’s level of selling is unprecedented.
Internet Insanity Index
This group rallied in June along with many of the other Technology related groups. However, for the YTD, this Internet Insanity Index is still down more than 21%.
Joke of the Month
Jim Floyd, after over twenty years at The Leuthold Group, finally gets his first blue ribbon. His joke has been on deposit in the joke bank for several years and subsequently others have sent in this same joke. But, Jim was first.
June Mutual Fund Flows: Fund Investors Still Hangin’ In
In 2000, inflows have come in at a record clip. The YTD $160 billion net inflow through the end of June is now about 74% more than 1999’s net inflow over the same six-month period.
New Select Industries Group Holding: Oil & Gas Exploration & Production
The oil play ain’t over yet. Look for this group to move as exploration heats up in second half of year.
New Select Industries Group Holding: Undervalued & Unloved
One of Jim Floyd’s quantitative screens seeking under owned, overlooked, and out of favor stocks which have potential to be rediscovered.
Scanning The Markets
Technology stocks led the market again in June, after being hit hard in May.
Supply Factors
YTD offerings of $120 billion have been overtaken by $142 billion in YTD cash acquisitions.
The Impact Of Exchange Traded Funds (ETFs)
The popularity of SPDRs has opened the floodgates for new species: VIPERs, HLDRs, and iSHAREs.
View From The North Country
Per Ray DeVoe, pay increases for the service sector workers are running at a 7%-8% annual rate of increase, compare this to the BLS calculation of +3.5% for this same sector. Steve and Sharon ride the rails through the Scotland highlands.
Volatility Update
NASDAQ Volatility - Unprecedented! First step toward trading in decimals will begin this fall. Barry Small, CEO of Weeden & Co., offers his insights on the impact on liquidity and potential volatility for the U.S. markets.
Stock Market
- View From The North Country
- In The Rear View Mirror
- Volatility Update
- June Mutual Fund Flows: Fund Investors Still Hangin’ In
- Supply Factors
- Insider Block Measures...A Bearish Picture
- How Long To Catch Up?
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Internet Insanity Index
- New Select Industries Group Holding: Undervalued & Unloved
- New Select Industries Group Holding: Oil & Gas Exploration & Production
- Scanning The Markets
At Random
Perception for the Professional
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