Domestic Groups
Yes, Virginia, Consumers, Investors and Retailing Stocks Are Aligned. It’s Time for a “Retailing Resurgence”!
Consumer confidence is high, the economy is solid. We do not think Christmas 1994 is yet reflected in many retailing stocks. Look at this like a retailing “bounce" opportunity.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by October performance.
An Invisible Bear Market?
Has this been an "invisible bear market” with internal rolling corrections in stocks, groups and sectors? A new index from Ned Davis shows this is probably not the case.
September Generally Subdued: Some Notable Reversals of Fortune
The S&P 500 declined 2.7% for the month of September (yet still managed a nice 4.1% gain for the third quarter). The technology related themes provided the most consistent leadership during the quarter.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by Q3 performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by August’s performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July's performance.
Tracking a New Sector: “Crimestoppers”
We highlight 19 publicly traded security and protection companies and present the investment theme "Crimestoppers". Performance of the sector is impressive and a few of the names may tweak your interest.
Buy California?
Another of our many new sectors over the last two years: "Buy California?" Not yet part of the Leuthold Equity Portfolio, but looks interesting.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by April performance.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
