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Equity Strategies Group-Level Analysis Of The Equity Markets

Apr 05 2000

New Select Industries Group Holding: Aerospace & Defense

  • Apr 5, 2000

We see insider buying, also some actual value here and an increase in defense spending.

Apr 05 2000

Internet Insanity Index

  • Apr 5, 2000

Performance for the entire Insanity Index has been aided by the inclusion of the Online Brokers in this group. This subset of our index was up almost 24% on average in March, and up 33% YTD.

Apr 05 2000

Scanning The Markets

  • Apr 5, 2000

Biotech took a big tumble in March, and its 30% loss was the worst performing group. Technology issues were also particularly hard hit with 5 of the next 7 worst performers high tech groups.

Mar 05 2000

Internet Insanity Index

  • Mar 5, 2000

After yet another volatile month, the Leuthold Internet Insanity Index gained over 12% during February.

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

Internet Insanity Index: Performance Dichotomy

  • Jan 7, 2000

The Leuthold Internet Insanity Index gained over 11% during the month of December, and reached a new all-time high on December 13.

Jan 07 2000

New Select Industries Group Holding: Health Care Facilities

  • Jan 7, 2000

Group had really ugly 1999, now rated attractive and there are some real values here.

Jan 07 2000

New Select Industries Group Holding: IT Consulting & Services

  • Jan 7, 2000

Group relative strength recently broke out on the upside.

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

Internet Insanity Index: Breaking Out

  • Dec 5, 1999

The Leuthold Internet Insanity Index gained nearly 23% during the month of November and, for a short time, broke above the prior high reached in April of this year.

Dec 05 1999

Scanning The Markets

  • Dec 5, 1999

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

Dec 05 1999

New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group

  • Dec 5, 1999

Group moved from Unattractive to Attractive in one month (someone has to move the goods purchased via the Net).

Nov 04 1999

Internet Insanity Index: Short Sellers Heaven (Or Hell?)

  • Nov 4, 1999

The 66 components of the Leuthold Internet Insanity Index gained an average of 6.4% during the month of October, to bring the gain on this index to +84% year to date.

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

Equity Portfolio Deactivates Two Group Commitments

  • Oct 5, 1999

Defense Contractors and Health Care Management both experienced sharp contractions in their quantitative scores and fell into the neutral range.

Oct 05 1999

Internet Insanity Index

  • Oct 5, 1999

Most Internet companies enjoyed a surprisingly steady rise in share prices during the volatile month of September.

Sep 05 1999

Internet Insanity Index

  • Sep 5, 1999

August was a volatile month for most of the “dotcom” companies.

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.