Green Book October 2002
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Featured Articles
“Playing The Bounce” 2002-2003
For those clients who may be interested, suggest reviewing qualifiers with a critical eye.
Bond Market Summary
Huge secular bull market in bonds (emerging in 1981) is topping out.
Case For A Bear Market Bottom
I now think the stock market will record its secular bear market lows between now and Thanksgiving. It’s time right now to start an equity accumulation program.
Inflation Update: CPI Should Finish 2002 Up 3%
While this higher reading is still far from signaling a significant inflation increase, we do believe that mild upward pressures are building.
Insider Block Measures....Less Selling By Insiders In August/September
The most recent sell signal (registered June 26th) proved to be very timely in retrospect, with the S&P 500 falling a big 14% in the four weeks that followed.
Maine Circle Flies
This month, the Honorable Paul Kelnberger in St. Paul, Minnesota served as Judge.
New Select Industries Group Holding: Prescribing Generic Pharmaceuticals
Upgraded to Attractive for October as a result of three consecutive months of rising quantitative scores.
Scanning The Markets
September closed the door on a very ugly third quarter.
September Mutual Fund Flows
U.S. focus equity fund net outflow of $17 billion is estimated for September.
Short Interest...Both Ratios In Bullish Territory
This month’s NASDAQ ratio remains in bullish territory after last month’s buy signal.
Tech Watch
Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.
View From The North Country
“Managing Your Mother Lode”—Ten Commandments: outline of Steve’s speech for the Jim Fraser’s Contrary Opinion Forum.
Volatility Update…..S&P Volatility Remains Very High In September
The S&P 500's September reading is the most volatile since 1938 and fifth highest over the entire history of this work.
When The Bombs Fly Is It Time To Buy?
A look at previous military conflicts and stock market reaction.
Table of Contents
Stock Market
- View From The North Country
- Case For A Bear Market Bottom
- When The Bombs Fly Is It Time To Buy?
- September Mutual Fund Flows
- Insider Block Measures....Less Selling By Insiders In August/September
- Short Interest...Both Ratios In Bullish Territory
- Volatility Update…..S&P Volatility Remains Very High In September
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Holding: Prescribing Generic Pharmaceuticals
- Scanning The Markets
- Tech Watch
At Random
“Playing The Bounce” 2002-2003
For those clients who may be interested, suggest reviewing qualifiers with a critical eye.
Bond Market Summary
Huge secular bull market in bonds (emerging in 1981) is topping out.
Case For A Bear Market Bottom
I now think the stock market will record its secular bear market lows between now and Thanksgiving. It’s time right now to start an equity accumulation program.
Inflation Update: CPI Should Finish 2002 Up 3%
While this higher reading is still far from signaling a significant inflation increase, we do believe that mild upward pressures are building.
Insider Block Measures....Less Selling By Insiders In August/September
The most recent sell signal (registered June 26th) proved to be very timely in retrospect, with the S&P 500 falling a big 14% in the four weeks that followed.
Maine Circle Flies
This month, the Honorable Paul Kelnberger in St. Paul, Minnesota served as Judge.
New Select Industries Group Holding: Prescribing Generic Pharmaceuticals
Upgraded to Attractive for October as a result of three consecutive months of rising quantitative scores.
Scanning The Markets
September closed the door on a very ugly third quarter.
September Mutual Fund Flows
U.S. focus equity fund net outflow of $17 billion is estimated for September.
Short Interest...Both Ratios In Bullish Territory
This month’s NASDAQ ratio remains in bullish territory after last month’s buy signal.
Tech Watch
Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.
View From The North Country
“Managing Your Mother Lode”—Ten Commandments: outline of Steve’s speech for the Jim Fraser’s Contrary Opinion Forum.
Volatility Update…..S&P Volatility Remains Very High In September
The S&P 500's September reading is the most volatile since 1938 and fifth highest over the entire history of this work.
When The Bombs Fly Is It Time To Buy?
A look at previous military conflicts and stock market reaction.
Stock Market
- View From The North Country
- Case For A Bear Market Bottom
- When The Bombs Fly Is It Time To Buy?
- September Mutual Fund Flows
- Insider Block Measures....Less Selling By Insiders In August/September
- Short Interest...Both Ratios In Bullish Territory
- Volatility Update…..S&P Volatility Remains Very High In September
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Holding: Prescribing Generic Pharmaceuticals
- Scanning The Markets
- Tech Watch
At Random
Perception for the Professional
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Sector Navigator
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