Recovery
Bull Market: Part II
Bull Market Part II. Early 2004 correction seems over, rally appears to be developing
Is The NASDAQ Recovery Over?
NASDAQ was only index to decline in February. Some are wondering if the rally is over for the NASDAQ. This month’s “Of Special Interest” looks at past NASDAQ recoveries.
Tracking The Market Recovery…..Still 9%-12% Potential Upside
The current recovery has been tracking somewhat below the performance averages of past bear market recoveries.
Tracking The Market Recovery
The current recovery has been tracking below the performance averages of past bear market recoveries.
Tracking The Market Recovery
Based on the long term averages, there is additional upside to the bull market in 2004, if the S&P 500 tracks the “classic” recovery pattern.
Tracking The Market Recovery
Based on the long term averages, there is additional upside to the bull market in 2004, if the S&P 500 tracks the “classic” recovery pattern.
View From The North Country
Leuthold’s thoughts about a potential near-term bull market correction, the current budget deficit, and observations on the political front.
Following The Script?
Yes September is most frequent month to produce declines, but average loss has been only a paltry 1.3%. Also, Septembers following bear market lows (like this year) actually produced strong performance.
Deflation: Not Likely, But, “What If?”
We think deflation fears are overblown, but, it isn’t necessarily bad for stock performance.
The Current Economy....Just Like 1992?
In the previous recovery, there was an extended period where the economy appeared sluggish, not unlike what we are seeing today.
Buying Opportunity At Hand
Buying opportunity at hand. Stock market professionals should be anticipating, not reacting. Today, I view current market malaise as a potentially outstanding buying opportunity.
A New Cyclical Bull Market
Continued positive economic data. Q3 GDP up 3.1%. Initial unemployment claims trending down. Capex is rising. Group leadership in early stages of recovery: big initial Tech and Telecom bounce from the October 9th low, but will it be sustained?
Revisiting The "Economic Recover" Leaders
In July 2001, we produced a study examining which groups perform best coming out of a recession. Being published before the current recession was declared, few probably caught the relevance.
A Bumpy Road To Recovery
Market begins to shake off “Enronitis” and as economic positives continue, the next rally could come quickly. And yes, it was a recession.
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.
Worth Noting
How strong is the underlying market? An update on investor psychology and a look at the DJIA psychological barriers. The Leuthold Group’s February Polling the Pros results.
Today’s Stock Market Concerns
With no strong evidence of an economic rebound, an increasing number of professionals are having second thoughts. Maybe the recession is not over. Maybe 1992 will feature a second leg down. More than anything, I believe these “second thoughts” are the root cause of the current correction.
An Upside Economic Surprise?
We have been finding it hard to visualize a strong economic recovery developing in 1992. Would you be surprised to see 1992 produce one or two quarters of 5% real GNP growth? Well my friend, economist Peter L. Bernstein, would not be at all surprised to see this occur.
Perception for the Professional
March 2026 Issue
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