Green Book September 2002
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Featured Articles
August Mutual Fund Flows
August Marks Third Consecutive Month of Net Redemptions with estimate at $5 billion. Chasing performance has historically left Main Street investors buying the peaks and selling the troughs.
Bond Market Summary
Huge secular bull market in bonds (emerging in 1981) is topping out.
Corporate And Consumer Too Leveraged?
Increased reliance on debt to finance growth can cause problems down the road.
E-Mail From A Distressed Reader & The Joke Of The Month
Perils of the daily commute. Elementary Math class.
Eerie Parallels To 1962’s Stock Market
Markets appear remarkably similar on several levels: Both markets struggling to recover in wake of recession economy. Cuban Missile Crisis left Americans wondering if war was imminent, as Iraq debate continues to heat up today.
Inflation Update...The Diffusion Index
While the higher Commodity Diffusion Index reading is still far from signaling a significant inflation increase, we do believe that mild upward pressures are building.
New Select Industries Group Holding: Searching For Gains In New Oil & Gas Exploration Holding
Mid-East turmoil and Attractive rating for last five months.
Putting Today's Bear Market In Historical Context
Past experience seems to indicate that the stock market bottom is likely close at hand.
Scanning The Markets
During August, there was very little differential between the performance of the stock market indices we track.
Short Interest...First NASDAQ Buy Signal In A Year
NASDAQ Short Interest Ratio posts first buy signal in a year as volume declines in August.
Tech Watch—Pockets of Strength Beginning to Emerge
Stock selection and small cap focus have provided the only hopes of surviving this decimated sector.
This Was No Summer Of Love
In August, the bloodletting finally slowed: Majority of indices actually managed to eke out small gains.
Total U.S. Market Capitalization As A Percentage Of GDP: An Alternative Valuation Perspective
Total U.S. Market Capitalization As A Percentage Of GDP: Identifying “Fair Value.”
View From The North Country
The great opportunity in potential Telecom Survivors. This new “quantitative screen” turned “Attractive” in GS model and was purchased in Unconventional portfolio only.
Volatility Update…..S&P Volatility Soars In August
YTD S&P 500's volatility is the highest level recorded since 1938, and ranks as the sixth highest reading dating back to 1900.
Table of Contents
Stock Market
- View From The North Country
- This Was No Summer Of Love
- August Mutual Fund Flows
- Eerie Parallels To 1962’s Stock Market
- Corporate And Consumer Too Leveraged?
- Short Interest...First NASDAQ Buy Signal In A Year
- Volatility Update…..S&P Volatility Soars In August
- Putting Today's Bear Market In Historical Context
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Holding: Searching For Gains In New Oil & Gas Exploration Holding
- Scanning The Markets
- Tech Watch—Pockets of Strength Beginning to Emerge
At Random
August Mutual Fund Flows
August Marks Third Consecutive Month of Net Redemptions with estimate at $5 billion. Chasing performance has historically left Main Street investors buying the peaks and selling the troughs.
Bond Market Summary
Huge secular bull market in bonds (emerging in 1981) is topping out.
Corporate And Consumer Too Leveraged?
Increased reliance on debt to finance growth can cause problems down the road.
E-Mail From A Distressed Reader & The Joke Of The Month
Perils of the daily commute. Elementary Math class.
Eerie Parallels To 1962’s Stock Market
Markets appear remarkably similar on several levels: Both markets struggling to recover in wake of recession economy. Cuban Missile Crisis left Americans wondering if war was imminent, as Iraq debate continues to heat up today.
Inflation Update...The Diffusion Index
While the higher Commodity Diffusion Index reading is still far from signaling a significant inflation increase, we do believe that mild upward pressures are building.
New Select Industries Group Holding: Searching For Gains In New Oil & Gas Exploration Holding
Mid-East turmoil and Attractive rating for last five months.
Putting Today's Bear Market In Historical Context
Past experience seems to indicate that the stock market bottom is likely close at hand.
Scanning The Markets
During August, there was very little differential between the performance of the stock market indices we track.
Short Interest...First NASDAQ Buy Signal In A Year
NASDAQ Short Interest Ratio posts first buy signal in a year as volume declines in August.
Tech Watch—Pockets of Strength Beginning to Emerge
Stock selection and small cap focus have provided the only hopes of surviving this decimated sector.
This Was No Summer Of Love
In August, the bloodletting finally slowed: Majority of indices actually managed to eke out small gains.
Total U.S. Market Capitalization As A Percentage Of GDP: An Alternative Valuation Perspective
Total U.S. Market Capitalization As A Percentage Of GDP: Identifying “Fair Value.”
View From The North Country
The great opportunity in potential Telecom Survivors. This new “quantitative screen” turned “Attractive” in GS model and was purchased in Unconventional portfolio only.
Volatility Update…..S&P Volatility Soars In August
YTD S&P 500's volatility is the highest level recorded since 1938, and ranks as the sixth highest reading dating back to 1900.
Stock Market
- View From The North Country
- This Was No Summer Of Love
- August Mutual Fund Flows
- Eerie Parallels To 1962’s Stock Market
- Corporate And Consumer Too Leveraged?
- Short Interest...First NASDAQ Buy Signal In A Year
- Volatility Update…..S&P Volatility Soars In August
- Putting Today's Bear Market In Historical Context
Of Special Interest
Macro Monitor
Equity Strategies
- New Select Industries Group Holding: Searching For Gains In New Oil & Gas Exploration Holding
- Scanning The Markets
- Tech Watch—Pockets of Strength Beginning to Emerge
At Random
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
