Elections
Pre- And Post-Election Stock Market Performance
The average gain for the entire 12 month period spanning the pre- and post-election periods is not much different from the average gain in the comparable 12 month period for all years including non-election years.
View From The North Country
After all the outrage over Enron and other accounting scandals, Congress is now working to over rule the FASB recommendations and guidelines regarding the accounting for options. They have clearly caved to the Tech lobby and their campaign contributions.
Pre- And Post-Election Stock Market Performance
Over the past several months, we have been comparing S&P 500 performance for the current election year to the performance averages of all election cycles since 1944.
Pre- And Post-Election Stock Market Performance
Over the past several months, we have been comparing S&P 500 performance for the current election year to the performance averages of all election cycles since 1944.
View From The North Country
Terrorist threats, rising oil prices, the war in Iraq, and upcoming presidential election seem to have taken center stage against a backdrop of impressive corporate earnings momentum.
The "Wait and See" Market
It now seems that the market has settled into a comfort zone— or put differently— a trading range that reflects investors’ current lack of conviction about prospects for the second half of the year.
Market Mood Swings
Bull market still intact, but investor appetite for risk remains subdued. April’s preference was for defensive and conservative strategies. Old axiom “Sell in May and go away” doesn’t seem to apply during the 130 days leading up to election day.
View From the North Country
Bear market or steep correction? Rising inflation could actually be good for equity market over next few years. FASB arrives at a decision which could spell the end to the repricing options practice by making it prohibitively expensive.
Today’s Fiscal Felons and Fiscal Heroes: a 1994 Voting Guide
From Alabama to Wyoming, our Senators and House members are rated for fiscal responsibility based on a study by The Concord Coalition. See how yours rank.
Major Trend Index Shifts to “Negative” In April
On Monday April 6th, The Leuthold Group’s Major Trend Index downshifted from “neutral” status to “negative” status. The prudent course is a move to the sidelines, becoming a spectator for a while.
View from the North Country
The clock is ticking down, but we don’t know when the upside explosion will take place. It might even occur before the 1984 elections. Whatever, the investment rewards will be rich indeed. Should investors really run the risk of being out of the bond market? Really, the downside risk, considering the earning power of the coupons, is probably negligible. But the potential rewards are mouthwatering.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
