Green Book October 2009
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Featured Articles
Be A Buyer In An October Scare
Following a strong September, October may be a little weaker. However, readers should use any October scare to buy equities in anticipation of strong end to 2009.
Has The Stock Market Come Too Far Too Fast?
Lots of pundits calling for a double dip recession. In this month’s “Inside The Stock Market” Doug Ramsey questions their rationale and uses history as a guide to say that we don’t think so.
Meet David Kurzman
Continuing our series of introductions of new members of the Leuthold team, this month we present our token New Yorker and bottom up Clean Tech stock picker David Kurzman.
Mild Deflation Short Term… Mild Inflation Next Twelve Months
This transition from deflation to mild inflation will be a “numbers game,” as 2009 readings are compared against 2008’s second half deflation, driving current twelve month readings up
Playing The Bounce 2009—Most Of The Market Has Already Bounced
Most stocks, especially low quality stocks, have already bounced so there will be no Playing The Bounce strategy this year.
Righting The Ship Of Risk/Reward
As of the end of Q1, the 20 year total return ACR differential between the S&P 500 and Ten Year Treasuries was negative, and at its lowest reading in 60 years.
The Value Of Value Investing: A Global Perspective
As one of the oldest investment philosophies, value investing has certainly stood the test of time. The recent market meltdown is no exception.
Time To Take Some High Yield Bond Profits
High Yield bonds are still rated Attractive, but the spreads have narrowed significantly.
“Secular” Is In The Eye Of The Beholder
Secular versus Cyclical markets. It shouldn’t really matter. Investors can lose a lot waiting to be right. The Key is to focus on the cyclical movements within a secular bull or bear market.
Table of Contents
Stock Market
- Be A Buyer In An October Scare
- “Secular” Is In The Eye Of The Beholder
- Playing The Bounce 2009—Most Of The Market Has Already Bounced
- Righting The Ship Of Risk/Reward
- The Value Of Value Investing: A Global Perspective
- Meet David Kurzman
Of Special Interest
Macro Monitor
Inflation Watch
Be A Buyer In An October Scare
Following a strong September, October may be a little weaker. However, readers should use any October scare to buy equities in anticipation of strong end to 2009.
Has The Stock Market Come Too Far Too Fast?
Lots of pundits calling for a double dip recession. In this month’s “Inside The Stock Market” Doug Ramsey questions their rationale and uses history as a guide to say that we don’t think so.
Meet David Kurzman
Continuing our series of introductions of new members of the Leuthold team, this month we present our token New Yorker and bottom up Clean Tech stock picker David Kurzman.
Mild Deflation Short Term… Mild Inflation Next Twelve Months
This transition from deflation to mild inflation will be a “numbers game,” as 2009 readings are compared against 2008’s second half deflation, driving current twelve month readings up
Playing The Bounce 2009—Most Of The Market Has Already Bounced
Most stocks, especially low quality stocks, have already bounced so there will be no Playing The Bounce strategy this year.
Righting The Ship Of Risk/Reward
As of the end of Q1, the 20 year total return ACR differential between the S&P 500 and Ten Year Treasuries was negative, and at its lowest reading in 60 years.
The Value Of Value Investing: A Global Perspective
As one of the oldest investment philosophies, value investing has certainly stood the test of time. The recent market meltdown is no exception.
Time To Take Some High Yield Bond Profits
High Yield bonds are still rated Attractive, but the spreads have narrowed significantly.
“Secular” Is In The Eye Of The Beholder
Secular versus Cyclical markets. It shouldn’t really matter. Investors can lose a lot waiting to be right. The Key is to focus on the cyclical movements within a secular bull or bear market.
Stock Market
- Be A Buyer In An October Scare
- “Secular” Is In The Eye Of The Beholder
- Playing The Bounce 2009—Most Of The Market Has Already Bounced
- Righting The Ship Of Risk/Reward
- The Value Of Value Investing: A Global Perspective
- Meet David Kurzman
Of Special Interest
Macro Monitor
Inflation Watch
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
