Leadership
Leadership From Lows...Two Perspectives
A look at group and sector leaders and laggers measured from both the October 9th 2002 bear market low and from the more recent, March 11th market low associated with the Iraq war.
Revisiting The "Economic Recover" Leaders
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.
A Bumpy Road To Recovery
Market begins to shake off “Enronitis” and as economic positives continue, the next rally could come quickly. And yes, it was a recession.
Why We Still Favor Small Caps Over Large Caps
Prior history shows average period of small cap dominance is about five years...longer than that experienced in the 1990s.
Growth Versus Value—Transition To Growth Leadership Looking More Probable
The weight of the evidence points toward a transition from value leadership to growth, with small caps leading the way. But, getting the timing right is no easy matter.
Post Attack Market Leadership
A look at who has and has not performed since Sept. 10th and 21st (market bottom?)
Growth Versus Value—Transition To Growth Leadership?
The weight of the evidence points toward a transition from value leadership to growth, with small caps leading the way. But, getting the timing right is no easy matter.
Post Attack Market Leadership
Areas hardest hit subsequent to the Attack typically rebounded the most. Sector and Industry Group leaders and laggers examined herein, from the lows of 9/21 and from before the Attack.
Growth Vs. Value—Transition to Growth Leadership?
It appears that a transition to growth leadership is already underway in the small caps segment of the market.
Summer Rally In August?
We were wrong about a rally in July...What about August?...Much to your family’s dismay, you may want to bring along your cell phone and laptop to the beach this month.
"Value" Performance Superiority May Diminish Or Even End Soon
Our work indicates Small and Mid Cap growth stock action is heating up. It is entirely possible that a transition to Small and Mid Cap growth leadership is already in the works.
"The Pause That Refreshes...."
Leadership Expectations: Small and Mid Caps (not Large Caps); Energy Rebound; Biotech and Broad Health Care; some Technology subsets. How long for the NASDAQ to recover to previous highs? Assuming an 11% annual growth rate, the “NAZ” will not recoup until September 2009.
"Value" Performance Superiority May Soon End
Value may continue to outperform Growth for the balance of the year, but by a narrower margin.
Earnings Down, Market Up
Some may disagree, but a number of classic bull market transition elements are in place. Also, falling Earnings are not reason to stay away from the stock market. Superior performance comes in the years earnings are falling the most.
Stock Market Sweet Spot
Stock Market Sweet Spot between now and election. Fewer impediments with inflation pressures easing and economy showing signs of a slowdown. Also, making a case for Mid Caps and is the Paid To Play performance for real?
This Is A Tough Market
The Value Tide is coming in (finally). In July, Large Cap, Mid Cap and Small Cap Value all outperformed their “Growth” counterparts by generous margins.
Future Stock Market Sector Leadership
We believe Energy and Health Care are now moving into leadership positions.
Tracking Shifts In Market Capitalization Leadership
Small caps and Mid caps now outperforming Big caps. A change in leadership appears to be in progress.
Tracking Shifts In Market Capitalization Leadership
Could be the beginning of Mid Cap and Small Cap out performance.
Tracking Shifts In Market Capitalization Leadership
If small caps can move back above the October 1999 level in the coming months, this would certainly be encouraging for small cap fans and may even signal a change in the trend to confirm that leadership is indeed moving to the small cap arena.
Perception for the Professional
March 2026 Issue
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Sector Navigator
March 2026 Issue
