Performance

Small Cap indices performance divergence. Why has the S&P 600 significantly outperformed the Russell 2000 the past two years?

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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.

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A look at market performance over five different rising interest rate periods. Results are somewhat surprising.

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So far in 2002, the stock market has focused on one thing...solid fundamentals.

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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.

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Group leaders & laggards in 2001.

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Continuing to evaluate Leuthold Index methodology.

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S&P Tech remained flat in December, but P/E ratios continue to climb as poor earnings are reported.

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For the third straight year, the Russell outperforms.

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The stock market came to life in November, with the NASDAQ leading the way.

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A look at who has and has not performed since Sept. 10th and 21st (market bottom?)

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The NASDAQ posted a strong 12.8% gain in October, and also leads the pack from the September 21st low with an 18.8% gain.

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Our Scanning table this issue focuses on the equity group performance following the September 11th terrorist attacks.

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A comparison of the Internet Survivors? Index to the Internet Debacle Index that we have been covering here for the past few years.

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Continuing to evaluate Leuthold Index methodology.

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On a valuation basis, tech stocks are approaching an attractive accumulation zone.

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It appears that a transition to growth leadership is already underway in the small caps segment of the market.

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Unlike most past market crises, a post-crisis rally did not immediately follow the September 11th Attack. October Expectations: The passage of time is beginning to moderate Wall Street’s debilitating pain. I think the stock market rebound rally could be about to get underway in earnest.

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It’s been a very difficult market, as there has been very little prolonged group leadership. This is to be expected near market bottoms, as investors are shifting assets quickly in these uncertain times.

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Several clients called, expressing an interest in our recently constructed “Internet Survivors?” theme. This is now being presented monthly in Leuthold’s Groups ~ Equity Strategies (the “Blue Book”).

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