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Sectors

Mar 05 2000

Scanning The Markets

  • Mar 5, 2000

Two way market? In February, 15 groups recorded double digit advances (9 were Info. Tech related). But 25 groups had double digit losses.

Feb 05 2000

Scanning The Markets

  • Feb 5, 2000

Market averages all posted losses in January. 45% of groups in Leuthold coverage better than the 5.1% loss in S&P 500. 43% outperformed DJIA’s 4.8% loss.

Jan 07 2000

Scanning The Markets

  • Jan 7, 2000

Q4 performance push sent NASDAQ to record year. Broad sector Information Technology surged 221% in 1999.

Dec 05 1999

Scanning The Markets

  • Dec 5, 1999

Information Technology trounced all broad sectors in November and leads YTD as well.

Nov 04 1999

Scanning The Markets

  • Nov 4, 1999

Beginning this month, “Scanning The Markets” will include almost all the new S&P/MSCI “standardized” narrow industry group classifications as employed in our new publication Leuthold’s Groups.

Oct 05 1999

Scanning The Markets

  • Oct 5, 1999

Late September surge in price of gold put gold mining group at top of monthly performance table (+26%), followed by Internet Insanity with 12% gain on the month.

Oct 05 1999

View From The North Country

  • Oct 5, 1999

Unveiling expanded and improved industry group product this month…Leuthold’s Groups.

Sep 05 1999

Scanning The Markets

  • Sep 5, 1999

Thus far in 1999, technology still leads. Seven of the top ten performing groups are technology subsets.

Sep 05 1999

September…A New Investment Season Begins

  • Sep 5, 1999

September-October, two months to be wary of.

Aug 04 1999

Scanning The Markets

  • Aug 4, 1999

Biotechs came on strong in July (17.3% gain), beating all sectors for the month. Internet Insanity and Internet Services were the big losers for July (both down about 14%).

Aug 04 1999

It's August...Stay In Touch

  • Aug 4, 1999

What happened to the markets in July?..…No obvious major factor for decline. The daily stock market chart of July 1999 is close to a carbon copy of July 1998. Will history repeat itself in August? Let’s hope not.

Jul 05 1999

Scanning The Markets

  • Jul 5, 1999

Interesting switch in Q2, away from intangibles of cyberspace and into technology equipment. Year to date momentum, though shifty, is still concentrated in technology and communications.

Jun 02 1999

Scanning The Markets

  • Jun 2, 1999

Cyclical rally proved short lived, while “dotcom” stocks suffered poorest month since August 1998.

Jun 02 1999

The Mixed Month Of May

  • Jun 2, 1999

The S&P 500 eased 2.5% in May, while measures of smaller cap stocks edged up 1% to 2%. Major Trend Index has shifted to negative status. Dow Jones 40,000?

May 05 1999

Scanning The Markets

  • May 5, 1999

Massive shift into cyclical stocks during April left most investors scratching their heads, as technology high-flyers took second chair to metals, energy, and other basic materials.

May 05 1999

New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors

  • May 5, 1999

It may seem simplistic to be buying these stocks with the ongoing news from the Balkans, but sometimes the simplest concepts can be the most rewarding.

Apr 04 1999

Scanning The Markets

  • Apr 4, 1999

Energy stocks ignited in March with Oil Equipment & Services outstripping the (still) high flying Internet stocks.

Apr 04 1999

First Quarter 1999: Only Indexers And Internet Players Liked It

  • Apr 4, 1999

S&P 500’s cap weighted 5% Q1 return overwhelmed most active manager’s returns.

Mar 02 1999

Scanning The Markets

  • Mar 2, 1999

The month of love left most tech investors and small cap investors broken-hearted.

Feb 03 1999

Scanning The Markets

  • Feb 3, 1999

Measured from the recent market month end lows (August 1998), the NASDAQ Composite has surged 67.1%, beating 86% of Leuthold equity sectors over this time frame.