Green Book February 2004
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Featured Articles
Bond Market Summary
GDP growth of 5.0% projected for 2004 (6% in the first half, 4% in the second half). But, fast growing U.S. budget deficit ($475 billion in 2004?) is a significant problem for bonds.
January Mutual Fund Flows...Rivaling Record Levels Of 2000
January's equity fund flow was very strong across all equity subsets.
New Select Industries Group Holding: Oil & Gas Exploration
Upgraded to Attractive this month after three consecutive months of rising Group Selection scores.
OTC Bulletin Board Update: Share Volume Up, Dollar Volume Down In December
Checking in to review December’s trading data in order to see if anything has changed since our last update.
Playing The Bounce Update: Moderate Bounce In January
This year’s performance (through January 30th) was relatively good, but somewhat below past years’ typical results.
Scanning The Markets
The equity markets began the year with a very solid performance.
Sven And Ole Go Fishing
The Blue Ribbon winner came in from Pete “Snake” Johnson (friend of Leuthold), down in St. Albans Missouri.
Tech Watch
GS Scores for Tech groups have been fading in recent months, with only one Tech group now viewed as Attractive. The quantitative deterioration prompted us to reduce portfolio Tech exposure.
The Fed Brings A Wet Blanket To The New Year’s Party
Market sell off in response to slight modification in Fed policy statement was absurd. During any healthy recovering economy, interest rates will rise in response to the improvement.
Tracking The Market Recovery
The current recovery has been tracking below the performance averages of past bear market recoveries.
View From The North Country
This month’s “View From The North Country” presents data showing periods where interest rates (both long T-bonds and 90 day T-bills) rose and stocks also rose. It can happen!
Table of Contents
Stock Market
- View From The North Country
- The Fed Brings A Wet Blanket To The New Year’s Party
- Tracking The Market Recovery
- January Mutual Fund Flows...Rivaling Record Levels Of 2000
- OTC Bulletin Board Update: Share Volume Up, Dollar Volume Down In December
- Playing The Bounce Update: Moderate Bounce In January
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Bond Market Summary
GDP growth of 5.0% projected for 2004 (6% in the first half, 4% in the second half). But, fast growing U.S. budget deficit ($475 billion in 2004?) is a significant problem for bonds.
January Mutual Fund Flows...Rivaling Record Levels Of 2000
January's equity fund flow was very strong across all equity subsets.
New Select Industries Group Holding: Oil & Gas Exploration
Upgraded to Attractive this month after three consecutive months of rising Group Selection scores.
OTC Bulletin Board Update: Share Volume Up, Dollar Volume Down In December
Checking in to review December’s trading data in order to see if anything has changed since our last update.
Playing The Bounce Update: Moderate Bounce In January
This year’s performance (through January 30th) was relatively good, but somewhat below past years’ typical results.
Scanning The Markets
The equity markets began the year with a very solid performance.
Sven And Ole Go Fishing
The Blue Ribbon winner came in from Pete “Snake” Johnson (friend of Leuthold), down in St. Albans Missouri.
Tech Watch
GS Scores for Tech groups have been fading in recent months, with only one Tech group now viewed as Attractive. The quantitative deterioration prompted us to reduce portfolio Tech exposure.
The Fed Brings A Wet Blanket To The New Year’s Party
Market sell off in response to slight modification in Fed policy statement was absurd. During any healthy recovering economy, interest rates will rise in response to the improvement.
Tracking The Market Recovery
The current recovery has been tracking below the performance averages of past bear market recoveries.
View From The North Country
This month’s “View From The North Country” presents data showing periods where interest rates (both long T-bonds and 90 day T-bills) rose and stocks also rose. It can happen!
Stock Market
- View From The North Country
- The Fed Brings A Wet Blanket To The New Year’s Party
- Tracking The Market Recovery
- January Mutual Fund Flows...Rivaling Record Levels Of 2000
- OTC Bulletin Board Update: Share Volume Up, Dollar Volume Down In December
- Playing The Bounce Update: Moderate Bounce In January
Of Special Interest
Macro Monitor
Equity Strategies
At Random
Perception for the Professional
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