Inside The Stock Market ...trends, cross-currents, and outlook
2000 Dreams and Nightmares
A look at “what might have been”.
December Mutual Fund Flows: Equity Demand Continues To Cool
Managers have been timid about investing in the market, especially since the end of Q1, with only 56% of net new cash flow actually being invested in stocks.
Capitalization Tier Meausres
Continuing to evaluate Leuthold Index methodology.
When the Bears Have Thanksgiving, Will the Bulls Have Christmas?
November market devastation not the result of Florida Follies….Tech sector disappointments and lowered prospects are most of it. The Good News: Two-thirds of the current bear market may now be history. Expect counter trend rally soon, but third and final “Bear” leg likely in Q1, 2001.
Super Bowl Internet Advertisers...Where Are They Now?
On average, the public companies that advertised had an average loss of 72.4% through November (calculated from 1/28/00).
Undervalued & Unloved Investing
Even with dry spells, the long term performance record of this screen has been excellent, outperforming the S&P 500 by 1195% since 1975.
November Mutual Fund Flows: Equity Demand Cools In A Tumultuous Month
In a month with the S&P 500 down 8% and the NASDAQ down 23%, it is amazing that there weren’t net redemptions for the month.
Insider Block Measures...Market Smarting As Smart Money Selling Continues
The latest 10-week reading remains above historical selling extremes.
Volatility Update
S&P 500 volatility so far in 2000 has been exceptionally high, only seven of the other 100 years have been more volatile. The current volatility in the NASDAQ is unprecedented over the 30 year life of this index.
View From The North Country
“What? You’re buying MORE Junk Bonds?!” “Regulation FD” could ultimately improve the depth and quality of analyst research, turning the focus back to more relevant, longer term outlooks. “Sell Side” Stock Research: The reasons why we no longer use it.
Volatility Update
S&P volatility accelerates in October while NASDAQ volatility continues at unbelievable levels.
October Mutual Fund Flows: Amazing How Main Street Keeps Buying
Supply/Demand wildly bullish—wo why isn’t the market going up? A look beyond the supply/demand dynamics factors.
View From The North Country
“What? You’re buying Junk Bonds?!” Although some may view this as a high-risk, contrarian bet, the logic behind the strategy is explained.
Insider Block Measures...Heavy Selling Resumes
The latest 10-week reading has risen back above historical selling extremes after spending several weeks within the high end of the “normal” selling range.
Wall Street Meets Pennsylvania Avenue
Stock market returns for U.S. Presidents while in office. (Whig Party Presidents produced best average returns!)
Capitalization Tier Meausres
Currently evaluating Leuthold Index methodology.
Will November Be "A Month of Cold Chilling Rains"?
I think November might be a rather dreary month for the U.S. stock market, even if we don’t get those cold chilling rains.
Technology: What’s The Downside?
Not even the mighty techs are immune to saturation, overcapacity, cyclicality, and fierce competition.
Is October "The Cruelest Month"?
October carries a reputation with investors as the “cruelest month”, but statistically, September is most likely to be a downer. Paid To Play Portfolio: Now up an unbelievable 57% YTD. Tech Sunset? Professionals seem to be lightening their load in technology and communication commitments, now targeting a market weight.
September Mutual Fund Flows: Main Street Investors Staying The Course
· It really is incredible that equity fund inflows have held up so well this year. Also, Supply Factors: Heavy cash acquisition activity is bullish for stocks, since it reduces the overall equity supply available to investors.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
