Groups
February Market Action...What Was That?
Although the markets continued to trend higher for much of the month, the steep losses on February 27th reminded us all again what a good dose of market volatility felt like. Feel better now?
Outlook For Energy
A look at the GS Scores for the broad Energy sector in light of the recent decline in crude oil prices. Today, only one of the Energy related groups is rated Attractive, while 3 are Neutral and 3 Unattractive.
January Market Action
The U.S. stock market continued to track higher during the first month of the year, despite the fact that individual investors continued to watch from the sidelines.
December Market Action
Many of the broad market indexes climbed to new cyclical highs in late-December, confirming that 2007 is almost certain to begin with a bull market still in command.
Introducing A New Leuthold Thematic Group – “Green Wave”
Introducing “Green Wave”…A New Leuthold Thematic Group which focuses on companies offering products, services, and technologies aimed at providing a cleaner environment.
November Market Action
Small caps bolted out of the gates early in the month, ending November with gains that were ahead of the large cap indexes.
Turning Japanese? A Look At The Rally In Japan Shares And How To Play The Turnaround
A look at the rally in Japan shares, and how to potentially play a turnaround.
Insider Selling/Buying In Health Care Sector…..Has Proven To Be A Useful Guide
A look at the Insider Selling patterns of several Health Care related groups. As with Energy groups, there is some evidence that Insiders’ transactions can be useful in identifying tops and bottoms in specific industry areas.
Looking For Some Defense?
A look at which equity groups have historically held up best during market declines. We revived our “Defensive Equity Group” theme, with individual stocks selected from each of these individual defensive groups.
Sector Spotlight: Health Care Watch
We view Health Care as a key theme in 2004. The sector is defensive and sports high growth rates thanks to the large (and growing) demand from elderly Americans.
May S&P Index And Global Classification Changes
On May 1st, Standard and Poor’s implemented its changes in the Global Industry Classification System (GICS). Overall, we feel the changes are good.
Speculative Groups
Security Companies and Gold presented this month as investors continue to worry about future.
Scanning the Markets
Phones, Drugs, Biotech, and Utilities among leading equity sectors in Q3.
Scanning the Markets
S&P 500 and DJIA down 15% in August, but outperformed 75% of 84 sectors.
Scanning the Markets
In all, only 10 sectors posted gains during July...including a strong 3.0% gain in Cable.
Scanning the Markets
Excellent stock picking combined with good sector performance to drive the live Paid to Play Equity Portfolio to a strong 11.8% gain in June. Only four sectors outperformed our live portfolio.
Scanning the Markets
Interest rate jitters certainly had its impact felt among the sectors, with some of the interest sensitive groups getting hit hard.
Scanning the Markets
March performance was outstanding, with seven of the eight active sectors beating the S&P 500 return.
1997 Dreams And Nightmares...Minimal Metamorphosis
Each January, this publication has presented a look back at the prior year’s best and worst industry groups and institutional stocks.
Scanning the Markets
Performance rundowns for The Leuthold Group’s equity market sectors ranked by November performance.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
