Market Action
Scanning The Markets
Renaming the Paid To Play Equity Portfolio this month. New name “Select Industries” Equity Portfolio better describes the methodology which drives the construction of this all-equity portfolio.
Scanning The Markets
The stock market rallied in October, with large cap growth stocks leading the way.
Scanning The Markets
September closed the door on a very ugly third quarter.
When The Bombs Fly Is It Time To Buy?
A look at previous military conflicts and stock market reaction.
Scanning The Markets
During August, there was very little differential between the performance of the stock market indices we track.
This Was No Summer Of Love
In August, the bloodletting finally slowed: Majority of indices actually managed to eke out small gains.
Scanning The Markets
It was a very tough month to beat the S&P 500, as investors seemed to be selling everything in sight.
July…..A Month When Almost Nothing Worked
Short sellers posted the only solid performance numbers this month. August lows may approach July’s, but a rebound may be around the corner. …..Make sure to take the cell phone to the beach, as the market has a habit of interrupting the beach holiday.
View From The North Country
Corporate cleansing - undoubtedly, more fraud yet to be discovered, but real reform is now underway. Also, why the risk of extreme market behavior cannot be quantified.
Scanning The Markets
There was essentially no group leadership during June.
No Capitulation Yet
The stock market's decline has been relentless and now even Small Caps have joined the retreat. But, while mutual fund investors have been skittish, they have not panicked up to now. Also, is this a Secular Bear Market?
Scanning The Markets
During May, the S&P 500 lost 0.9% and the DJIA lost 0.2%. The performance of the NASDAQ was once again dismal (-4.3%).
Scanning The Markets
For over a year, The Leuthold Group has been recommending investors focus on small/mid cap stocks. The best performing market comparators so far in 2002 have been S&P Small Caps and S&P Mid Caps.
Tough To Score In The First Quarter
Economy and inflation predictions on track so far in Q1, but stock market slowed by some confidence-shaking speed bumps.
Scanning The Markets
So far in 2002, the stock market has focused on one thing...solid fundamentals.
Scanning The Markets
There certainly was not much evidence of a “January effect” this year. Most of the market indices were down but the S&P Small Cap Index was up slightly.
A Disappointing Start
The “seasonals” were with us, but have yet to produce positive results. “V” shaped economic recovery conviction stronger than a month ago.
Scanning The Markets
Group leaders & laggards in 2001.
....The Year That Was
Looking Back: The best thing about 2001 is that it is over. Looking Forward: The seasons are with us as January is statistically the strongest month of the year.
Scanning The Markets
The stock market came to life in November, with the NASDAQ leading the way.
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March 2026 Issue
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