Equity Strategies Group-Level Analysis Of The Equity Markets
Retailing Resurgence Update
"Retailing Resurgence” held up well in November and we have not given up on Santa Claus yet.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors ranked by year to date performance.
November Action: Not Much Positive - Drugs Lead, Golds Trail
The S&P 500 declined 4.0% for the month of November and is now down 1.7% for the year to date.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by October performance.
Scanning the Markets
Performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by Q3 performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by August’s performance.
Why We Are Buying Big Cap Growth Stocks Now
Big cap growth stocks appear to be in the early stages of regaining leadership from the “tired” cyclicals and “overvalued” value stocks.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July's performance.
Electric Utilities: Time to Power Up
Electric utilities are being activated this month as an initial 7.5% equity portfolio position.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Tracking a New Sector: “Crimestoppers”
We highlight 19 publicly traded security and protection companies and present the investment theme "Crimestoppers". Performance of the sector is impressive and a few of the names may tweak your interest.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by April performance.
Looking For Defensive Stock Groups?
Many professional portfolio managers are "equity only" managers, precluded from building up large cash reserves or investing in equity alternatives. This section should be of special interest to readers that fit this profile.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by first quarter performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by January's performance.
Global Infrastructure: A New Addition to the Equity Portfolio
"Global Infrastructure" seeks to identify companies that will take advantage of expanding capital outlays for these types of projects around the world.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 1993's performance.
Perception for the Professional
May 2026 Issue
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May 2026 Issue
