Green Book August 2001
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
Bond Market Summary
GDP growth still barely positive, but trend has been sharply lower. May already be halfway through a recession. Tech bust and Q2 profit decline additionally support this view.
Capitalization Tier Meausres
Continuing to evaluate the Leuthold Index methodology.
Children’s Books That Were Never Published
Sweet and innocent, these are not. Sick?…..well maybe. Nevertheless, I know some readers who will enjoy this somewhat black satire.
Growth Versus Value Update: The Tech Effect
Have we really had a big correction in growth stocks, or is the growth index just being pulled down by the tech bust?
Insider Block Measures
Selling volume steps up in July.
Internet Debacle (Opportunity?) Index
Introducing our new “Internet Survivors?” group screen: Internet companies that we believe may have higher potential to weather the storm and survive this tech bear market.
July Mutual Fund Flows
The past two months have seen growing caution on the part of Main Street investors, as monthly net inflow levels have declined to single digit levels in each of the past two months.
New Select Industries Group Holding: Computer & Electronics Retail
Group had rare double upgrade from Unattractive to Attractive this month.
Scanning The Markets
It’s been a very difficult market, as there has been very little prolonged group leadership. This is to be expected near market bottoms, as investors are shifting assets quickly in these uncertain times.
Summer Rally In August?
We were wrong about a rally in July...What about August?...Much to your family’s dismay, you may want to bring along your cell phone and laptop to the beach this month.
Tech Watch…..S&P Tech Subset Down 5% In July
Worse than expected Q2 earnings (losses) beat down the tech sector in July. The bad news just won’t end.
The Importance Of Normalizing Earnings
Earnings are cyclical! This becomes especially obvious near peaks and troughs.
Unreal Expectations, Unreal Money = Lingering Pain
By Kate Welling - Companies are still acting, by and large, as if they have an inalienable right to spin numbers in whatever direction produces the most pleasing results.
View From The North Country
Full Disclosure (Reg FD), Investment Banking conflicts (hardly a recent development) and the Nikkei and DJIA: Will they cross this year?
Volatility Update
The NASDAQ volatility continues to slow but the S&P 500 was surprisingly volatile in July.
Table of Contents
Stock Market
- View From The North Country
- Summer Rally In August?
- Growth Versus Value Update: The Tech Effect
- The Importance Of Normalizing Earnings
- July Mutual Fund Flows
- Insider Block Measures
- Volatility Update
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..S&P Tech Subset Down 5% In July
- Internet Debacle (Opportunity?) Index
- New Select Industries Group Holding: Computer & Electronics Retail
- Scanning The Markets
At Random
Bond Market Summary
GDP growth still barely positive, but trend has been sharply lower. May already be halfway through a recession. Tech bust and Q2 profit decline additionally support this view.
Capitalization Tier Meausres
Continuing to evaluate the Leuthold Index methodology.
Children’s Books That Were Never Published
Sweet and innocent, these are not. Sick?…..well maybe. Nevertheless, I know some readers who will enjoy this somewhat black satire.
Growth Versus Value Update: The Tech Effect
Have we really had a big correction in growth stocks, or is the growth index just being pulled down by the tech bust?
Insider Block Measures
Selling volume steps up in July.
Internet Debacle (Opportunity?) Index
Introducing our new “Internet Survivors?” group screen: Internet companies that we believe may have higher potential to weather the storm and survive this tech bear market.
July Mutual Fund Flows
The past two months have seen growing caution on the part of Main Street investors, as monthly net inflow levels have declined to single digit levels in each of the past two months.
New Select Industries Group Holding: Computer & Electronics Retail
Group had rare double upgrade from Unattractive to Attractive this month.
Scanning The Markets
It’s been a very difficult market, as there has been very little prolonged group leadership. This is to be expected near market bottoms, as investors are shifting assets quickly in these uncertain times.
Summer Rally In August?
We were wrong about a rally in July...What about August?...Much to your family’s dismay, you may want to bring along your cell phone and laptop to the beach this month.
Tech Watch…..S&P Tech Subset Down 5% In July
Worse than expected Q2 earnings (losses) beat down the tech sector in July. The bad news just won’t end.
The Importance Of Normalizing Earnings
Earnings are cyclical! This becomes especially obvious near peaks and troughs.
Unreal Expectations, Unreal Money = Lingering Pain
By Kate Welling - Companies are still acting, by and large, as if they have an inalienable right to spin numbers in whatever direction produces the most pleasing results.
View From The North Country
Full Disclosure (Reg FD), Investment Banking conflicts (hardly a recent development) and the Nikkei and DJIA: Will they cross this year?
Volatility Update
The NASDAQ volatility continues to slow but the S&P 500 was surprisingly volatile in July.
Stock Market
- View From The North Country
- Summer Rally In August?
- Growth Versus Value Update: The Tech Effect
- The Importance Of Normalizing Earnings
- July Mutual Fund Flows
- Insider Block Measures
- Volatility Update
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..S&P Tech Subset Down 5% In July
- Internet Debacle (Opportunity?) Index
- New Select Industries Group Holding: Computer & Electronics Retail
- Scanning The Markets
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
