Bull Market
Is Another Major Low Lurking Beyond 2009?
Several independent methods are presented that seem to triangulate on the years 2012 and 2013 as candidates for another significant stock market low - - maybe the final low of a secular bear market which began in 2000?
Back From The Brink
The “Fail-Safe” mechanism was removed in mid-March, after market action moved above the re-entry point.
Technical Comment: Momentum “Divergences” Are Now In Place
The November leg down in stocks was brutal. However, from a technical perspective, the decline was accompanied by the kind of “positive divergences” that typically appear at major lows.
Bull Markets: The Best Comes First
New bull markets are front end loaded, with the strongest performance usually coming within the first few months. Study also shows that Small Cap Growth stocks tend to outperform their Large Cap and Value counterparts.
Bear Market Epitaph?
While we can’t be certain that the final figures for the bear market have been booked, it’s worth putting the last 14 months of action into perspective.
Small Cap Stocks: An Extension In Leadership?
Small Cap leadership trend maybe re-emerging. Doug Ramsey examines Small Cap performance coming out of bear markets. Historically, they have been able to do well as higher beta plays.
View From The North Country
Doug Ramsey steps in as guest commentator in this month’s “View From The North Country” to highlight what we currently see as the bullish arguments for the stock market and contrast those with the bearish arguments.
View From The North Country
Despite the stronger stock market, there continues to be a healthy degree of bearish sentiment prevalent in today’s market.
Third Year Of Bull Market...Now Well Beyond Range Of Typical Bull Market Cycle Peaks
A comparison of the performance of the current stock market recovery to the monthly performance averages of past recoveries (1900 to date).
September Market Action
Going into September, there was little expectation that equities would perform strongly in the coming month, and by that token, the market did not disappoint.
Third Year Of Bull Market...Historical Comparisons
A comparison of the performance of the current stock market recovery to the monthly performance averages of past recoveries (1900 to date).
View From The North Country
Leuthold outlines three conditions for “fixing” Social Security: Increased Retirement Age, Index Benefits To Price Index, and Means Testing.
View From The North Country
Weighing in on the current stock market positives and negatives currently being discussed by clients and Wall Street strategists.
Tracking The Market Recovery…..A Mature Bull Market
Current recovery tracking below the performance averages of past bear market recoveries.
View From The North Country
Kate Welling Interviews Steve Leuthold: The Leuthold Group’s commonsensical adherence to investment disciplines, thoughts on rising inflation, attractive investment opportunities, Iraq, the reliability of U.S. government calculated statistics and estimates, and an abundance of other topics along with engaging banter.
Bull Market: Part II
Bull Market Part II. Early 2004 correction seems over, rally appears to be developing
The Changing Character Of The Market In February
Market character changed in February, with investors focusing on less risky groups. High beta stocks, which had been leading for most of 2003 and early 2004, were the big laggers in February. Winners in February were conservative low beta issues.
View From The North Country
Leuthold’s thoughts about a potential near-term bull market correction, the current budget deficit, and observations on the political front.
Client Questions
Answering client questions on the economic recovery, bull market upside, valuations, Main Street and what could go wrong?
Following The Script?
Yes September is most frequent month to produce declines, but average loss has been only a paltry 1.3%. Also, Septembers following bear market lows (like this year) actually produced strong performance.