Green Book November 2004
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Featured Articles
Attractive Small And Mid Cap Names In Aerospace?
An answer to some questions regarding the large cap focus of our early August 2004, Aerospace & Defense group purchase.
Economic Outlook
Everyday consumers must find it difficult to believe twelve month inflation is just 2.5% (CPI-U), especially when filling up their gas tanks and their grocery carts.
Industrial Metals Stocks: October Brings A Wild Ride For Metals Investors
Physical metals experienced a deep sell-off on Wednesday Oct. 13th. It was one of the largest single day drops ever in the base metals markets, prompting London metals traders to dub the day “Black Wednesday.”
Keep In Front Of The Economic Curve
Stock market is a leading economic indicator, and typically turns down before the economy turns down. On average, 40% of the stock market decline occurs before the recession begins.
Leuthold Small Cap Leadership Model: Less Negative, But Still Rated Neutral
We have been proponents of Small Cap stocks since the beginning of the bear market. However, we may be approaching a transition to Large Cap leadership.
Market Sentiment: Currently A Mixed Bag
An in depth discussion of market sentiment...At present, it is a real mixed bag, there is no clear cut consensus.
October Mutual Fund Flows...Main Street Goes Global
Interest in Foreign Focus Equity funds has been running at near record levels. From a contrarian standpoint, this makes us a little uneasy about the foreign markets.
Playing The Bounce Update: We Are Now In The Traditional “Bounce” Season
Majority of this year’s “Playing The Bounce” list are Tech related names, re-enforcing our belief that the Tech stocks will continue to outperform on a tactical basis.
Pre- And Post-Election Stock Market Performance
An analysis comparing S&P 500 performance for the current election year to the performance averages of all election cycles since 1944.
View From The North Country
Steve Leuthold answers client questions in this month’s “View From The North Country”, including his thoughts on the slowing earnings growth, and his definition of secular bear markets. His dollar outlook is also updated.
Wisdom From The Animal World
“Well ya see, Norm, it's like this...
Table of Contents
Stock Market
- View From The North Country
- Market Sentiment: Currently A Mixed Bag
- Playing The Bounce Update: We Are Now In The Traditional “Bounce” Season
- Pre- And Post-Election Stock Market Performance
- Leuthold Small Cap Leadership Model: Less Negative, But Still Rated Neutral
- October Mutual Fund Flows...Main Street Goes Global
Of Special Interest
Macro Monitor
Equity Strategies
- Attractive Small And Mid Cap Names In Aerospace?
- Industrial Metals Stocks: October Brings A Wild Ride For Metals Investors
At Random
Attractive Small And Mid Cap Names In Aerospace?
An answer to some questions regarding the large cap focus of our early August 2004, Aerospace & Defense group purchase.
Economic Outlook
Everyday consumers must find it difficult to believe twelve month inflation is just 2.5% (CPI-U), especially when filling up their gas tanks and their grocery carts.
Industrial Metals Stocks: October Brings A Wild Ride For Metals Investors
Physical metals experienced a deep sell-off on Wednesday Oct. 13th. It was one of the largest single day drops ever in the base metals markets, prompting London metals traders to dub the day “Black Wednesday.”
Keep In Front Of The Economic Curve
Stock market is a leading economic indicator, and typically turns down before the economy turns down. On average, 40% of the stock market decline occurs before the recession begins.
Leuthold Small Cap Leadership Model: Less Negative, But Still Rated Neutral
We have been proponents of Small Cap stocks since the beginning of the bear market. However, we may be approaching a transition to Large Cap leadership.
Market Sentiment: Currently A Mixed Bag
An in depth discussion of market sentiment...At present, it is a real mixed bag, there is no clear cut consensus.
October Mutual Fund Flows...Main Street Goes Global
Interest in Foreign Focus Equity funds has been running at near record levels. From a contrarian standpoint, this makes us a little uneasy about the foreign markets.
Playing The Bounce Update: We Are Now In The Traditional “Bounce” Season
Majority of this year’s “Playing The Bounce” list are Tech related names, re-enforcing our belief that the Tech stocks will continue to outperform on a tactical basis.
Pre- And Post-Election Stock Market Performance
An analysis comparing S&P 500 performance for the current election year to the performance averages of all election cycles since 1944.
View From The North Country
Steve Leuthold answers client questions in this month’s “View From The North Country”, including his thoughts on the slowing earnings growth, and his definition of secular bear markets. His dollar outlook is also updated.
Wisdom From The Animal World
“Well ya see, Norm, it's like this...
Stock Market
- View From The North Country
- Market Sentiment: Currently A Mixed Bag
- Playing The Bounce Update: We Are Now In The Traditional “Bounce” Season
- Pre- And Post-Election Stock Market Performance
- Leuthold Small Cap Leadership Model: Less Negative, But Still Rated Neutral
- October Mutual Fund Flows...Main Street Goes Global
Of Special Interest
Macro Monitor
Equity Strategies
- Attractive Small And Mid Cap Names In Aerospace?
- Industrial Metals Stocks: October Brings A Wild Ride For Metals Investors
At Random
Perception for the Professional
March 2026 Issue
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Sector Navigator
March 2026 Issue
