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Green Book October 2004

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Value (118) Cycles (26) Small Caps (164) Active vs. Passive (8) Earnings Surprise (1) Earnings (249) Stock Prices (4) Bond Yield (152) Stock/Bond Correlation (9) 10-Month Moving Crossover Strategy (8) Inflation (538) Corrections (76) Breadth (96) Leadership (92) CPI (151) ISM Manufacturing (1) PPI (93) Base-Effect (1) NOPE Index (20) CPI/PPI Ratio (5)