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Inside The Stock Market ...trends, cross-currents, and outlook

Dec 04 2005

November’s Rally Accompanied By Weak Market Breadth

  • Dec 4, 2005

The market rally in November, which carried many indexes to new highs, was not as broad-based as we like to see, but Breadth did improve some later in the month.

Dec 04 2005

Debunking One Myth Of The Buy And Hold Rationale

  • Dec 4, 2005

Debunking one myth of buy and hold rationale. Showing how stock market returns change if investors avoid the best and worst performing stock market days. Essentially, anything can be proven with statistics.

Dec 04 2005

Third Year Of Bull Market...Now Well Beyond Range Of Typical Bull Market Cycle Peaks

  • Dec 4, 2005

A comparison of the performance of the current stock market recovery to the monthly performance averages of past recoveries (1900 to date).

Dec 04 2005

View From The North Country

  • Dec 4, 2005

Introducing the newest member of the Leuthold Research Team, Doug Ramsey. Also, a discussion on what could push the Major Trend Index back to positive territory and

Dec 04 2005

Playing The Bounce Update: Nice Bounce In November

  • Dec 4, 2005

The strong November results (across all three market caps) has now propelled the 2005 “Bounce” strategy to superior performance.

Dec 04 2005

November Market Action

  • Dec 4, 2005

Back at the end of October, virtually all of the primary stock market indexes were slightly underwater on a YTD basis, but November’s market action changed all that with an impressive rally.

Nov 05 2005

Playing The Bounce Update: We Are Now In The Traditional “Bounce” Season

  • Nov 5, 2005

No rebound yet in the “Playing The Bounce” stocks. Could see turnaround in November.

Nov 05 2005

Inflation Impact On The Stock Market

  • Nov 5, 2005

CPI expected to decline in 2006 and historically a decelerating CPI is a significant stock market positive, producing above average returns. Stage could be setting for a market rally in 2006 as inflation pressures wane.

Nov 05 2005

View From The North Country

  • Nov 5, 2005

The perils of speculation in Housing…..lessons people are now learning. Also, client questions....and Leuthold's answers.

Nov 05 2005

Mutual Fund Flow…..Light Net Inflow Estimated For October

  • Nov 5, 2005

U.S. focus equity fund net inflow of $1.5 billion is estimated for October, which ends two consecutive months of net redemptions in August and September.

Nov 05 2005

October Market Action

  • Nov 5, 2005

With most indexes declining during October, it was not a bad month to have a portion of the asset allocation portfolio hedged.

Nov 05 2005

Will Traditional Defensive Groups Work The Same This Time Around?

  • Nov 5, 2005

For clients unable to shift to equity alternatives or increase cash holdings, this month’s “Inside The Stock Market” section provides an update of our Defensive Stock group study in order to identify some potential hiding places.

Nov 05 2005

Third Year Of Bull Market...Now Well Beyond Range Of Typical Bull Market Cycle Peaks

  • Nov 5, 2005

A comparison of the performance of the current stock market recovery to the monthly performance averages of past recoveries (1900 to date).

Oct 05 2005

Third Year Of Bull Market...Now Well Beyond Range Of Typical Bull Market Cycle Peaks

  • Oct 5, 2005

Comparison the performance of the current stock market recovery to the monthly performance averages of past recoveries (1900 to date).

Oct 05 2005

Looking For Earnings Disappointments.....Before They Hit The Fan

  • Oct 5, 2005

New Improved Potential Earnings Disappointments Screen: Inventory Growth Versus Sales Growth.

Oct 05 2005

S&P 500 Energy Weight Is Misleading: Fewer Constituents, Not Less Market Cap

  • Oct 5, 2005

S&P 500 Energy weight is misleading. Adding the largest multi-national integrated oil companies to the S&P’s 10% energy weight doubles it to 20%.

Oct 05 2005

View From The North Country

  • Oct 5, 2005

Steve Leuthold lays out both the bullish and bearish stock market cases.

Oct 05 2005

Insider Selling/Buying In Health Care Sector…..Has Proven To Be A Useful Guide

  • Oct 5, 2005

A look at the Insider Selling patterns of several Health Care related groups. As with Energy groups, there is some evidence that Insiders’ transactions can be useful in identifying tops and bottoms in specific industry areas.

Oct 05 2005

September Market Action

  • Oct 5, 2005

Going into September, there was little expectation that equities would perform strongly in the coming month, and by that token, the market did not disappoint.

Oct 05 2005

Mutual Fund Flow…..Monthly Net Redemptions For The Second Month In A Row

  • Oct 5, 2005

Now with two months of net outflow, we could be seeing complacency giving way to market concern.