Gold
Different Pictures Of Gold Prices
Gauging how much impact the dollar’s decline has had on the rising gold price.
View From The North Country
What’s in store for 2004? See “View From The North Country” for Steve Leuthold’s predictions. Targeting mid year stock market peak of 1250 for S&P 500 and 2400 for NASDAQ. Also makes prognostications on Interest Rates, Inflation, the Dollar, Fed Budget Deficit, and more.
Speculative Groups
Security Companies and Gold presented this month as investors continue to worry about future.
View From The North Country
Thermal pollution time again: Steve’s New Year predictions for the economy and his market outlook, including a look back at last year’s forecasts.
Gold Stocks: What Now?
Update on our North American Gold stock index.
Worth Noting
Stock market volatility, U.S. savings rate, gold stocks, Y2K, the software engineer shortage and stock options.
Worth Noting
Steve’s thoughts on 1998 Stock Market Leadership, Volatility, Japan, Gold and Inflation.
Yes, The Unconventional Portfolio Bought Gold Stocks
In last month's publication, it was noted that the Unconventional Asset Allocation Portfolio was establishing a 3% position in gold stocks.
View From The North Country
What might change public stock market psychology? A false signal: gold stocks did not serve as a valid lead indicator for the metal in the first five months of1996. Observations from the UK: Investors still very underweighted in U.S. stocks but attitude toward U.S. market fairly positive.
View from the North Country
Thermal pollution time…Steve Leuthold’s 1996 views (and 1995 reviews) on stocks, interest rates, economy, dollar, deficit, earnings, alternative investment areas and, yes, the Super Bowl.
View from the North Country
Soft Landing? Better fasten your seat belts...the odds are against it. Is the sun setting on the U.S. dollar as a world reserve currency? Also, how gold is still disappointing its fans and a look at one of the ways your Social Security tax is spent.
Gold Stocks: Is Our "Tactical Case" Falling Apart?
Back in the December issue, this publication laid out a tactical case for buying gold stocks.
Examining The Gold Stock Seasonal Play
In last month’s “In Focus” section, “The Tactical Case For Gold Stocks”, we outlined our rationale for adding to our “North American Golds” sector.
The Tactical Case for Gold Stocks
Combination of seasonal trend and recent sharp drop in gold shares too tempting to pass up.
November Action: Not Much Positive - Drugs Lead, Golds Trail
The S&P 500 declined 4.0% for the month of November and is now down 1.7% for the year to date.
Is Long Term U.S. Interest Rate History Really A Guide For Today?
U.S. corporations must pay almost 300 basis points more to borrow in U.S. dollars than in Swiss francs. Why is there such a difference?
View From the North Country
The dithering dollar. Did we miss our golden opportunity? Some think there is current hope for Social Security reform. Is new NASDAQ rule an uptick or upchuck? The bears are howling.
View from the North Country
What About China?...The 7% Solution...Plan Sponsor's Future Investment Earnings Assumptions Are Too High...Some Facts About Gold
Sector Notes
A new sector “Buy The Numbers” is being added to the equity model this month. It is a hybrid quantitative theme that has been in the development stage at The Leuthold Group for a number of months.
Our View Of Gold And Gold Stocks
For several months now this publication has been closely following the price action of gold. Initially my view was that the gold strength was little more than a rally in a bear market. But two months ago my position changed.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
