Market Action
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by second quarter performance.
The 1996 Transition
April market showered investors with several interesting changes. Technology stocks recovered their sizzle as PC shipments came in better than expected and Internet buyout fever ran prices up. Secondary stocks scored a TKO.
Scanning the Markets
Performance rundowns for The Leuthold Group's equity market sectors (and other measures) ranked by April performance.
First Quarter: Mixed Up, But Up
Big cap bias in market may be driven by increased enthusiasm for index funds...S&P becoming difficult to beat...
Scanning the Markets
Performance rundown for The Leuthold Group’s equity market sectors (and other measures) ranked by first quarter performance.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by January's performance.
It’s A Big Cap Market
No January effect this year. It was a large cap show, with the DJIA (+5.4%) outperforming 85%-90% of stock groups and sectors for the month and the S&P trouncing about 70%.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 1995’s total return performance.
Scanning the Markets
Performance rundown, excluding dividends, for The Leuthold Group's equity market sectors (and other measures) ranked by November’s performance.
Power in November
It was all there in November for the bulls, better action by secondary stocks, impressive breadth, and a strong bond market.
Scanning the Markets
Performance rundown, excluding dividends, for The Leuthold Group's equity market sectors (and other measures) ranked by October's performance.
If We Make It Through November…..
Weighing In: Updating positives and negatives for stocks...adding earnings momentum as a positive.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by third Quarter performance.
Navigating the Treacherous September, October, November Period
Weighing In: Updating positives and negatives for stocks...technology leadership is fragmenting — shifting this positive to neutral.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by performance over the last three months.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
The Bull Marches On
Beginning of the end for tech stocks? Maybe not. More “new era” speak — a.k.a. justifications for an overvalued equity market.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by second quarter performance.
Still Watching the Bull Market Go By Us
Who's leading the bull market charge? Unsophisticated investors?
Perception for the Professional
March 2026 Issue
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March 2026 Issue
