Domestic Groups
Scanning The Markets
Biotech took a big tumble in March, and its 30% loss was the worst performing group. Technology issues were also particularly hard hit with 5 of the next 7 worst performers high tech groups.
Scanning The Markets
Two way market? In February, 15 groups recorded double digit advances (9 were Info. Tech related). But 25 groups had double digit losses.
Scanning The Markets
Market averages all posted losses in January. 45% of groups in Leuthold coverage better than the 5.1% loss in S&P 500. 43% outperformed DJIA’s 4.8% loss.
Scanning The Markets
Q4 performance push sent NASDAQ to record year. Broad sector Information Technology surged 221% in 1999.
Scanning The Markets
Information Technology trounced all broad sectors in November and leads YTD as well.
S&P 500 Components Realigned In Standardized Group Format
Check the new standardized industry groups in Leuthold’s Groups…..S&P will be phasing in the new groups in Q1 2000.
Scanning The Markets
Beginning this month, “Scanning The Markets” will include almost all the new S&P/MSCI “standardized” narrow industry group classifications as employed in our new publication Leuthold’s Groups.
Scanning The Markets
Late September surge in price of gold put gold mining group at top of monthly performance table (+26%), followed by Internet Insanity with 12% gain on the month.
View From The North Country
Unveiling expanded and improved industry group product this month…Leuthold’s Groups.
Scanning The Markets
Thus far in 1999, technology still leads. Seven of the top ten performing groups are technology subsets.
Scanning The Markets
Biotechs came on strong in July (17.3% gain), beating all sectors for the month. Internet Insanity and Internet Services were the big losers for July (both down about 14%).
Scanning The Markets
Interesting switch in Q2, away from intangibles of cyberspace and into technology equipment. Year to date momentum, though shifty, is still concentrated in technology and communications.
Scanning The Markets
Cyclical rally proved short lived, while “dotcom” stocks suffered poorest month since August 1998.
Scanning The Markets
Massive shift into cyclical stocks during April left most investors scratching their heads, as technology high-flyers took second chair to metals, energy, and other basic materials.
New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors
It may seem simplistic to be buying these stocks with the ongoing news from the Balkans, but sometimes the simplest concepts can be the most rewarding.
Scanning The Markets
Energy stocks ignited in March with Oil Equipment & Services outstripping the (still) high flying Internet stocks.
Scanning The Markets
The month of love left most tech investors and small cap investors broken-hearted.
Scanning The Markets
Measured from the recent market month end lows (August 1998), the NASDAQ Composite has surged 67.1%, beating 86% of Leuthold equity sectors over this time frame.
Scanning The Markets
For 1998, Internet beat all other sectors, posting a 121% return. Tech...Big Ten (+75%) next best sector in 1998.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors ranked by year to date performance.