Performance
Inside the Bond Market
Weight of the evidence discipline remains negative on a cyclical basis, but long T-bond six month risk seen only as 8.25%-8.50% level, with 12 month risk at 8.50% level.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by August’s performance.
Inside the Bond Market
Weight of the evidence discipline remains negative on a cyclical basis.
Growing Investor Frustration
An extract from Leuthold & Anderson’s second quarter client letter.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July's performance.
Inside the Bond Market
Weight of the evidence discipline remains negative on a cyclical basis, but rally seems underway.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Inside the Bond Market
Weight of the evidence discipline remains negative.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Inside the Bond Market
Weight of the evidence discipline remains negative, but market now in 7.50%-8.00% accumulation zone. Yield curve is flattening out.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by April performance.
Defensive Sectors: A Performance Check
A performance check on defensives for the last two months.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by first quarter performance.
Inside the Bond Market
Streisand concert tickets got more bids than treasuries in late March and the first day of April. It was a painful period for both bond and stock investors.
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.
Investor Attitudes: Polling the Pros in February
Whenever we have a significant number of investment professionals gathered together, we ask their stock market opinion via ballot, subsequently reporting the results in this publication.
Inside the Bond Market
At this point, the bond market outlook is still viewed as negative, it was also negative last month. The upside seems minimal over the next 6-12 months.
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.
A Strong Economy and a Weak Stock Market?
The stock market often underperforms when the economy is strong and earnings are surging. It performs best when real GDP is negative and earnings are declining.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
