Green Book December 2001
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Featured Articles
2001 Dreams & Nightmares… A Look At What Might Have Been
Per client request, we examine 2001 portfolio early, in order to preview the year’s winners and losers.
Bond Market Summary
Bond market adjusting to end of Fed easing cycle, expected 2002 economic recovery and corporate rush to lock in lower borrowing costs.
Capitalization Tier Meausres
Continuing to evaluate Leuthold Index methodology.
Fad Groups
Some groups tend to move in and out of favor in a hurry. We review the dramatic performance swings of our recently created Security Companies and BioDefense groups along with Energy Technology.
Getting More Aggressive
Last month’s caution proved to be unwarranted. Would now be described as a bull with reservations. Steve's outline of his bullish case including predictions from “the managing director’s crystal ball”.
Growth Versus Value—Transition To Growth Leadership Looking More Probable
The weight of the evidence points toward a transition from value leadership to growth, with small caps leading the way. But, getting the timing right is no easy matter.
Irrational Exuberance Then & Now
Many investors have come to realize just how overvalued the stock market became in the late 1990s. Alan Greenspan may have been early with his comment about “irrational exuberance” in late 1996, but in hindsight his warning was warranted.
Joke of the Month
A businessman, a pilot and a cowboy walked into a bar...
NASDAQ Short Interest Ratio: A Useful Tool
We think we have found a “reliable” indicator with a proven track record.
New Select Industries Group Holding: Application Software
GS Score upgrade to Attractive came primarily from VLT buy signals for both price and relative strength, as well as an improving relative strength chart. Buying a diverse package of 13 stocks.
New Select Industries Group Holding: Internet Survivors?
This quant-based group identifies Internet companies with better-than-average long term survival prospects. It was also upgraded to Attractive for many of the same reasons as Application Software.
November Mutual Fund Flows
Estimate inflow of $13 billion in November, a big increase from October. September’s “record” net redemptions in perspective.
Post Attack Market Leadership
A look at who has and has not performed since Sept. 10th and 21st (market bottom?)
Scanning The Markets
The stock market came to life in November, with the NASDAQ leading the way.
Tech Watch…..S&P Tech Subset Soared Again. Up 16% In November
Tech soared again in November despite cratering earnings.
View From The North Country
Why deflation and depression are not synonymous, undemocratic suggestions for 401(k) plans and the NBA Name Game: Does Basketball’s sponsorship fare better than baseball or football?
Volatility Update
It seems that the volatility appears to be slowing from the amazing levels recorded in 2000.
Table of Contents
Stock Market
- View From The North Country
- Getting More Aggressive
- Post Attack Market Leadership
- Growth Versus Value—Transition To Growth Leadership Looking More Probable
- 2001 Dreams & Nightmares… A Look At What Might Have Been
- November Mutual Fund Flows
- NASDAQ Short Interest Ratio: A Useful Tool
- Capitalization Tier Meausres
- Volatility Update
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..S&P Tech Subset Soared Again. Up 16% In November
- Fad Groups
- Scanning The Markets
- New Select Industries Group Holding: Application Software
- New Select Industries Group Holding: Internet Survivors?
At Random
2001 Dreams & Nightmares… A Look At What Might Have Been
Per client request, we examine 2001 portfolio early, in order to preview the year’s winners and losers.
Bond Market Summary
Bond market adjusting to end of Fed easing cycle, expected 2002 economic recovery and corporate rush to lock in lower borrowing costs.
Capitalization Tier Meausres
Continuing to evaluate Leuthold Index methodology.
Fad Groups
Some groups tend to move in and out of favor in a hurry. We review the dramatic performance swings of our recently created Security Companies and BioDefense groups along with Energy Technology.
Getting More Aggressive
Last month’s caution proved to be unwarranted. Would now be described as a bull with reservations. Steve's outline of his bullish case including predictions from “the managing director’s crystal ball”.
Growth Versus Value—Transition To Growth Leadership Looking More Probable
The weight of the evidence points toward a transition from value leadership to growth, with small caps leading the way. But, getting the timing right is no easy matter.
Irrational Exuberance Then & Now
Many investors have come to realize just how overvalued the stock market became in the late 1990s. Alan Greenspan may have been early with his comment about “irrational exuberance” in late 1996, but in hindsight his warning was warranted.
Joke of the Month
A businessman, a pilot and a cowboy walked into a bar...
NASDAQ Short Interest Ratio: A Useful Tool
We think we have found a “reliable” indicator with a proven track record.
New Select Industries Group Holding: Application Software
GS Score upgrade to Attractive came primarily from VLT buy signals for both price and relative strength, as well as an improving relative strength chart. Buying a diverse package of 13 stocks.
New Select Industries Group Holding: Internet Survivors?
This quant-based group identifies Internet companies with better-than-average long term survival prospects. It was also upgraded to Attractive for many of the same reasons as Application Software.
November Mutual Fund Flows
Estimate inflow of $13 billion in November, a big increase from October. September’s “record” net redemptions in perspective.
Post Attack Market Leadership
A look at who has and has not performed since Sept. 10th and 21st (market bottom?)
Scanning The Markets
The stock market came to life in November, with the NASDAQ leading the way.
Tech Watch…..S&P Tech Subset Soared Again. Up 16% In November
Tech soared again in November despite cratering earnings.
View From The North Country
Why deflation and depression are not synonymous, undemocratic suggestions for 401(k) plans and the NBA Name Game: Does Basketball’s sponsorship fare better than baseball or football?
Volatility Update
It seems that the volatility appears to be slowing from the amazing levels recorded in 2000.
Stock Market
- View From The North Country
- Getting More Aggressive
- Post Attack Market Leadership
- Growth Versus Value—Transition To Growth Leadership Looking More Probable
- 2001 Dreams & Nightmares… A Look At What Might Have Been
- November Mutual Fund Flows
- NASDAQ Short Interest Ratio: A Useful Tool
- Capitalization Tier Meausres
- Volatility Update
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..S&P Tech Subset Soared Again. Up 16% In November
- Fad Groups
- Scanning The Markets
- New Select Industries Group Holding: Application Software
- New Select Industries Group Holding: Internet Survivors?
At Random
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