Green Book August 2009
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Featured Articles
Cleaning Up With Clean Tech....Think This Is Just A Fad?....Better Think Again!
A major long term theme developing on a global basis is Clean Technology. The Leuthold Group has built a dedicated portfolio to this theme by doing extensive research on 500 globally traded stocks that could ultimately be big winners in this very long term play.
Country Alpha From Global Group Scores? You Better Believe It!
When clients ask about our country views, we suggest they take a look at our global group work because our Global Group Scores are capable of capturing country alpha!
Cross-Currents In The Financials Sector
Eric Bjorgen takes an expanded look at some fundamentals surrounding the Financial sector. While bank failures are rising, prior history shows that good performance can still be produced in this environment.
Mild Deflation Short Term… Mild Inflation Next Twelve Months
The greatest danger in late 2010 and 2011 is monetary debasement inflation, not demand based inflation. Trillion dollar deficits, and higher, may be acceptable shorter term (2009), but unless our government and our politicians provide strong evidence of fiscal responsibility, the dollar’s respectability could be destroyed with foreign lenders and investors going elsewhere.
No Time To Nit-Pick
Lots of people spinning economic and market statistics to cast doubt on the recovery and stock market rally. Doug Ramsey goes point by point to make an honest assessment about the current conditions. Things do actually look pretty good right now!
Revenue Revival: The Key To Sustained Earnings Recovery
Jim Floyd examines the revenue growth of the ten broad sectors in this month’s “Of Special Interest”.
Rising Bank Lending In China: Good or Bad?
While U.S. banks are still seeing loan levels declining, China has seen a 24% increase in bank loans since the end of 2008. Assuming these loans are actually employed to build infrastructure, it would seem the recovery may be getting underway.
Two New Groups In Select Industries Portfolio
Two new equity groups added to Select Industries equity portfolio. Inclusion of Paper Products and Independent Power Producers pushes Materials and Utilities to small overweight positions.
Table of Contents
Stock Market
- No Time To Nit-Pick
- Cleaning Up With Clean Tech....Think This Is Just A Fad?....Better Think Again!
- Cross-Currents In The Financials Sector
- Rising Bank Lending In China: Good or Bad?
- Country Alpha From Global Group Scores? You Better Believe It!
Of Special Interest
Equity Strategies
Inflation Watch
Cleaning Up With Clean Tech....Think This Is Just A Fad?....Better Think Again!
A major long term theme developing on a global basis is Clean Technology. The Leuthold Group has built a dedicated portfolio to this theme by doing extensive research on 500 globally traded stocks that could ultimately be big winners in this very long term play.
Country Alpha From Global Group Scores? You Better Believe It!
When clients ask about our country views, we suggest they take a look at our global group work because our Global Group Scores are capable of capturing country alpha!
Cross-Currents In The Financials Sector
Eric Bjorgen takes an expanded look at some fundamentals surrounding the Financial sector. While bank failures are rising, prior history shows that good performance can still be produced in this environment.
Mild Deflation Short Term… Mild Inflation Next Twelve Months
The greatest danger in late 2010 and 2011 is monetary debasement inflation, not demand based inflation. Trillion dollar deficits, and higher, may be acceptable shorter term (2009), but unless our government and our politicians provide strong evidence of fiscal responsibility, the dollar’s respectability could be destroyed with foreign lenders and investors going elsewhere.
No Time To Nit-Pick
Lots of people spinning economic and market statistics to cast doubt on the recovery and stock market rally. Doug Ramsey goes point by point to make an honest assessment about the current conditions. Things do actually look pretty good right now!
Revenue Revival: The Key To Sustained Earnings Recovery
Jim Floyd examines the revenue growth of the ten broad sectors in this month’s “Of Special Interest”.
Rising Bank Lending In China: Good or Bad?
While U.S. banks are still seeing loan levels declining, China has seen a 24% increase in bank loans since the end of 2008. Assuming these loans are actually employed to build infrastructure, it would seem the recovery may be getting underway.
Two New Groups In Select Industries Portfolio
Two new equity groups added to Select Industries equity portfolio. Inclusion of Paper Products and Independent Power Producers pushes Materials and Utilities to small overweight positions.
Stock Market
- No Time To Nit-Pick
- Cleaning Up With Clean Tech....Think This Is Just A Fad?....Better Think Again!
- Cross-Currents In The Financials Sector
- Rising Bank Lending In China: Good or Bad?
- Country Alpha From Global Group Scores? You Better Believe It!
Of Special Interest
Equity Strategies
Inflation Watch
Perception for the Professional
March 2026 Issue
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Sector Navigator
March 2026 Issue
