Performance
Was Major Trend Index Sell Signal Really Premature?
Our Major Trend Index sell signal on October 30 may not have been premature, at least not in terms of most stocks. Think of it this way: We did give you plenty of time to get out.
Scanning the Markets
A performance run down for our equity market sectors ranked by 2nd quarter 1990 performance.
Still Cautious, But…
The May market surge was both impressive and unexpected. Most of Wall Street was surprised by the magnitude of the move.
Scanning the Marketss
A performance run down for our equity market sectors ranked by May 1990 performance. All screen based Quantitative Themes are included, both active and experimental.
Stock Market Performance In Historical Perspective
A few months ago John Lillard, President of JMB Institutional Realty, had a great idea for us. One of John's suggestions was that we compile histograms of past stock market performance to help put the recent outstanding stock market performance in better perspective. Yes, some of our best ideas come from clients.
Bond Market Summary
The bond market surged upward in the first part of May, and then consolidated those gains for the remainder of the month. Bonds have again blasted upward here on the first day of June.
Scanning the Markets
A performance run down for our equity market sectors ranked by April 1990 performance.
Scanning the Markets
A performance run down for our equity market sectors ranked by first quarter 1990 performance. All screen based Quantitative Themes are included, both active and experimental.
Do You Remember "Emerging Growth Stocks?
Once upon a time, way back in 1985, Emerging Growth stocks were market leaders.
Scanning The Markets: Fourth Quarter
The table on the next page is a performance run down for our equity market sectors ranked by fourth quarter performance.
A Look In The Rearview Mirror
Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.
Scanning the Markets
A performance run down for our equity market sectors ranked by November performance. All screen based Quantitative Themes are included, both active and experimental.
Scanning the Markets
A performance run down for our equity market sectors ranked by October performance.
Scanning the Markets
A performance run down for our equity market sectors ranked by 3rd Quarter performance. All screen based Quantitative Themes are included, both active and experimental.
Current Outlook
The 1987-89 bull market game is not over according to our work but indications are it’s in the 8th or 9th inning. In the coming months, as “soft landing” and “fly by” thinking shifts to “recession thinking”, the stock market could get pretty nasty.
Scanning the Markets
A performance run down for our equity market sectors ranked by August performance. All screen based Quantitative Themes are included, both active and experimental.
Bond Market Summary
In August, the dollar was strong and inflation fears continued to wane. So why were most long-term bonds down 2-4 points? We can blame the economy, or at least Wall Street’s perception of the economy.
Scanning the Markets
July was a very big month for the popular averages, with the DJIA up 9.0% and the S&P 500 up 8.8%. The big action was in big cap issues, with high quality growth issues featured (especially drugs).
Bond Market Summary
The bond market marked time for the first three weeks of July, but came on strong in the last five trading days. July gains in bonds did not keep pace with stocks, but most bonds were up a point or so for the month.
Scanning the Markets
A performance run down for our equity market sectors ranked by June performance.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
