Green Book October 2001
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Featured Articles
Security And Preparedness
With the September 11th Attacks, America came to realize vulnerabilities not previously imagined. This study looks at companies that may aid in heightening security measures.
Bond Market Summary
Yield curve has risen dramatically in recent weeks, probably forecasting economic recovery ahead (6-12 months?), but also reflecting deteriorating budget surplus situation.
Capitalization Tier Meausres
Continuing to evaluate Leuthold Index methodology.
Convertible Offerings….How They Affect The Stock Market Supply/Demand Equation
In the context of Supply/Demand considerations, convertible offerings represent a potential increase for equity supply down the road.
Growth Vs. Value—Transition to Growth Leadership?
It appears that a transition to growth leadership is already underway in the small caps segment of the market.
Insider Block Measures...Selling Volume Declines Some, But Remains Heavy
Early in June, it appeared that big block selling was on the decline. But in the three months since, heavy selling has resumed.
Internet Debacle (Opportunity?) Index
A comparison of the Internet Survivors? Index to the Internet Debacle Index that we have been covering here for the past few years.
Joke of the Month
This comes from Bobbie Deemer, the long-suffering wife of market technician and strategist Walt Deemer, in (No) Port St. Lucie, Florida.
Post Attack
Unlike most past market crises, a post-crisis rally did not immediately follow the September 11th Attack. October Expectations: The passage of time is beginning to moderate Wall Street’s debilitating pain. I think the stock market rebound rally could be about to get underway in earnest.
Scanning The Markets
Our Scanning table this issue focuses on the equity group performance following the September 11th terrorist attacks.
September Mutual Fund Flows
September’s outflow a record dollar-wise, but only represents 0.7% of total equity fund assets. This is not indicative of a panic by Main Street investors.
Tech Watch…..S&P Tech Subset Down 19% In September, Down -33% In Q3
On a valuation basis, tech stocks are approaching an attractive accumulation zone.
View From The North Country
Art Cashin’s Intuitive Observations regarding the altered ambiance in New York. September 19th Conference Call with Steve Leuthold and Charley Maxwell summarized.
Volatility Update
Market uncertainty often leads to volatile markets. The terrorist attacks on September 11th left a great deal of uncertainty and this was reflected by extremely high levels of volatility in September.
Table of Contents
Stock Market
- View From The North Country
- Post Attack
- Growth Vs. Value—Transition to Growth Leadership?
- September Mutual Fund Flows
- Insider Block Measures...Selling Volume Declines Some, But Remains Heavy
- Convertible Offerings….How They Affect The Stock Market Supply/Demand Equation
- Volatility Update
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..S&P Tech Subset Down 19% In September, Down -33% In Q3
- Internet Debacle (Opportunity?) Index
- Scanning The Markets
At Random
Security And Preparedness
With the September 11th Attacks, America came to realize vulnerabilities not previously imagined. This study looks at companies that may aid in heightening security measures.
Bond Market Summary
Yield curve has risen dramatically in recent weeks, probably forecasting economic recovery ahead (6-12 months?), but also reflecting deteriorating budget surplus situation.
Capitalization Tier Meausres
Continuing to evaluate Leuthold Index methodology.
Convertible Offerings….How They Affect The Stock Market Supply/Demand Equation
In the context of Supply/Demand considerations, convertible offerings represent a potential increase for equity supply down the road.
Growth Vs. Value—Transition to Growth Leadership?
It appears that a transition to growth leadership is already underway in the small caps segment of the market.
Insider Block Measures...Selling Volume Declines Some, But Remains Heavy
Early in June, it appeared that big block selling was on the decline. But in the three months since, heavy selling has resumed.
Internet Debacle (Opportunity?) Index
A comparison of the Internet Survivors? Index to the Internet Debacle Index that we have been covering here for the past few years.
Joke of the Month
This comes from Bobbie Deemer, the long-suffering wife of market technician and strategist Walt Deemer, in (No) Port St. Lucie, Florida.
Post Attack
Unlike most past market crises, a post-crisis rally did not immediately follow the September 11th Attack. October Expectations: The passage of time is beginning to moderate Wall Street’s debilitating pain. I think the stock market rebound rally could be about to get underway in earnest.
Scanning The Markets
Our Scanning table this issue focuses on the equity group performance following the September 11th terrorist attacks.
September Mutual Fund Flows
September’s outflow a record dollar-wise, but only represents 0.7% of total equity fund assets. This is not indicative of a panic by Main Street investors.
Tech Watch…..S&P Tech Subset Down 19% In September, Down -33% In Q3
On a valuation basis, tech stocks are approaching an attractive accumulation zone.
View From The North Country
Art Cashin’s Intuitive Observations regarding the altered ambiance in New York. September 19th Conference Call with Steve Leuthold and Charley Maxwell summarized.
Volatility Update
Market uncertainty often leads to volatile markets. The terrorist attacks on September 11th left a great deal of uncertainty and this was reflected by extremely high levels of volatility in September.
Stock Market
- View From The North Country
- Post Attack
- Growth Vs. Value—Transition to Growth Leadership?
- September Mutual Fund Flows
- Insider Block Measures...Selling Volume Declines Some, But Remains Heavy
- Convertible Offerings….How They Affect The Stock Market Supply/Demand Equation
- Volatility Update
- Capitalization Tier Meausres
Of Special Interest
Macro Monitor
Equity Strategies
- Tech Watch…..S&P Tech Subset Down 19% In September, Down -33% In Q3
- Internet Debacle (Opportunity?) Index
- Scanning The Markets
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
