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Domestic Groups

Aug 05 2002

Scanning The Markets

  • Aug 5, 2002

It was a very tough month to beat the S&P 500, as investors seemed to be selling everything in sight.

Aug 05 2002

July…..A Month When Almost Nothing Worked

  • Aug 5, 2002

Short sellers posted the only solid performance numbers this month. August lows may approach July’s, but a rebound may be around the corner. …..Make sure to take the cell phone to the beach, as the market has a habit of interrupting the beach holiday.

Jul 03 2002

Building A Defensive Equity Portfolio

  • Jul 3, 2002

Many professional portfolio managers are “equity only” managers, precluded from building up large cash reserves or considering alternative asset classes. Ideas for those who must be fully invested.

Jul 03 2002

Scanning The Markets

  • Jul 3, 2002

There was essentially no group leadership during June.

Jul 03 2002

New Group Coverage

  • Jul 3, 2002

Added coverage of three new groups to our Leuthold's Groups publication: High ROI Screen, Health Care Cost Containment, and Fountains of Youth.

Jun 05 2002

Scanning The Markets

  • Jun 5, 2002

During May, the S&P 500 lost 0.9% and the DJIA lost 0.2%. The performance of the NASDAQ was once again dismal (-4.3%).

Jun 05 2002

Stock Market Plays On The Falling Dollar...Some Surprises And Some Caveats

  • Jun 5, 2002

Study shows market performance not too bad over six periods when dollar is declining…..Which groups also perform in such an environment?

May 05 2002

Scanning The Markets

  • May 5, 2002

It didn’t take much to beat the S&P 500 in April.

Apr 03 2002

Scanning The Markets

  • Apr 3, 2002

For over a year, The Leuthold Group has been recommending investors focus on small/mid cap stocks. The best performing market comparators so far in 2002 have been S&P Small Caps and S&P Mid Caps.

Apr 03 2002

New Group Coverage

  • Apr 3, 2002

Eliminating six groups and adding four to our Equity Strategies product next month. Components and methodologies explained.

Mar 05 2002

Revisiting The "Economic Recover" Leaders

  • Mar 5, 2002

In July 2001, we produced a study examining which groups perform best coming out of a recession.  Being published before the current recession was declared, few probably caught the relevance.

Mar 05 2002

Scanning The Markets

  • Mar 5, 2002

So far in 2002, the stock market has focused on one thing...solid fundamentals.

Mar 05 2002

Fad Groups

  • Mar 5, 2002

Looking at performance swings of Nanotechnology, Internet Software & Services, and Internet Reatil.

Feb 05 2002

Scanning The Markets

  • Feb 5, 2002

There certainly was not much evidence of a “January effect” this year. Most of the market indices were down but the S&P Small Cap Index was up slightly.

Feb 05 2002

Fad Groups

  • Feb 5, 2002

The dramatic performance swings of Security Companies, Energy Technology, and look at a new “fad group,”  Nanotechnology.

Jan 04 2002

New Select Industries Group Holding: Air Freight & Couriers

  • Jan 4, 2002

GS Scores improved to Attractive on VLT buy signals in both price and relative strength.

Jan 04 2002

Scanning The Markets

  • Jan 4, 2002

Group leaders & laggards in 2001.

Jan 04 2002

Fad Groups

  • Jan 4, 2002

Some groups tend to move in and out of favor in a hurry. We review the dramatic performance swings of our recently created Security Companies and BioDefense groups along with Energy Technology.

Dec 05 2001

New Select Industries Group Holding: Application Software

  • Dec 5, 2001

GS Score upgrade to Attractive came primarily from VLT buy signals for both price and relative strength, as well as an improving relative strength chart. Buying a diverse package of 13 stocks.

Dec 05 2001

Scanning The Markets

  • Dec 5, 2001

The stock market came to life in November, with the NASDAQ leading the way.