Green Book November 2017
Enjoying It While It Lasts
We don’t think the current stock market upleg is over.
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Featured Articles
Stock Market Observations
We remain bullish on stocks but with very limited visibility into 2018.
A Mysterious Bond BUY Signal…
Sometimes we feel compelled to report findings that conflict with our outlook. And then there are the even rarer times we actually do it.
The Case Of The Disappearing Value Premium
Market history teaches us that investors behave differently in groups than they do as individuals.
Two Curves, One Theme
Our data shows the traditional Phillips Curve relationship between the unemployment rate and wage inflation still holds.
Homebuilding Stocks—Still Time To Buy?
Homebuilding Stocks Are On A Stellar Run—Can The Streak Continue?
Playing The Bounce: The October List
Starting back in the early 1990s, The Leuthold Group began constructing and sending out an annual list of stocks that appeared to have been the subject of unusual selling pressure late in the year.
Table of Contents
Stock Market
- Enjoying It While It Lasts
- Stock Market Observations
- 2017 Vs. Other Years Of Market Calm
- Below “Stall Speed”?
- Revisiting The Y2K Highs
- Small Cap Valuation Check
- A Longer-Term Take On Sentiment
- Cap Weight Or Equal Weight?
- A Mysterious Bond BUY Signal…
- … Yet Another Bond BUY Signal?
- A Study On Closed End Funds
- Playing The Bounce: The October List
Of Special Interest
Macro Monitor
Equity Strategies
Market Internals
Portfolios
Major Trend
Estimating the Downside
At Random
Stock Market Observations
We remain bullish on stocks but with very limited visibility into 2018.
A Mysterious Bond BUY Signal…
Sometimes we feel compelled to report findings that conflict with our outlook. And then there are the even rarer times we actually do it.
The Case Of The Disappearing Value Premium
Market history teaches us that investors behave differently in groups than they do as individuals.
Two Curves, One Theme
Our data shows the traditional Phillips Curve relationship between the unemployment rate and wage inflation still holds.
Homebuilding Stocks—Still Time To Buy?
Homebuilding Stocks Are On A Stellar Run—Can The Streak Continue?
Playing The Bounce: The October List
Starting back in the early 1990s, The Leuthold Group began constructing and sending out an annual list of stocks that appeared to have been the subject of unusual selling pressure late in the year.
Stock Market
- Enjoying It While It Lasts
- Stock Market Observations
- 2017 Vs. Other Years Of Market Calm
- Below “Stall Speed”?
- Revisiting The Y2K Highs
- Small Cap Valuation Check
- A Longer-Term Take On Sentiment
- Cap Weight Or Equal Weight?
- A Mysterious Bond BUY Signal…
- … Yet Another Bond BUY Signal?
- A Study On Closed End Funds
- Playing The Bounce: The October List
Of Special Interest
Macro Monitor
Equity Strategies
Market Internals
Portfolios
Major Trend
Estimating the Downside
At Random
Perception for the Professional
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