Market Action
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Short Term Stock Market View
Our 100% short sale program has been posting strong positive returns in recent weeks, even though the market averages have continued to edge higher. This often indicates a general market decline is close at hand.
Reducing Equities Below Normal Minimum
Reducing equities below normal minimum for the first time since the summer of 1987. Intrinsic Value work is now quite overvalued and approaching 1987 peak valuations. However, a 1987 type crash is not expected.
Highlights From The Gold Book
The stock market continued to show strength during March, with the DJIA turning in a 3.7% gain while the S&P 500 rose 2.7%.
Scanning the Markets
The best and worst equity sector performers for March.
Stock Market Hits New Highs, But Major Trend Is Still Negative
Greenspan's comments about the possibility of lower short term rates and orchestrating a soft landing ignited the bond market and stocks followed suit, with several market indices hitting new highs.
February Action: Not Many Declining Sectors
In late February, the stock market moved to new highs. The DJIA broke above its 4000 barrier on a 4.4% gain for the month, while the S&P 500 rose 3.6%. Only four of our 61 groups turned in negative performance during February.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by Q3 performance.
September Generally Subdued: Some Notable Reversals of Fortune
The S&P 500 declined 2.7% for the month of September (yet still managed a nice 4.1% gain for the third quarter). The technology related themes provided the most consistent leadership during the quarter.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by August’s performance.
Major Trend Index Still Negative….But July Market Action Improved
Major Trend remains in negative territory but market action (both stocks and bonds) improved in July. Short term, both stocks and bonds may continue to rally.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July's performance.
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.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by April performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by first quarter performance.
Stock Market Observations
February was a tough month for the stock market. Stock Market performance during various GDP and earnings growth environments and what we currently view as the most likely scenarios for 1994.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Major Trend Index Improves Significantly In January
Major Trend Index moved now comfortably back in positive territory. 96 point decline February 4th is probably setting up a good tactical buying opportunity.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
