Inside The Stock Market ...trends, cross-currents, and outlook
Trying To Forget May 2011 (...and May 2010)
Trying to forget the April tops of the past two years appears to be difficult for many as sentiment measures remain relatively dismal (which is a stock market positive). What insight can we gain from this?
The Bigger The Bear, The Better The Bull?
Does a bigger Bear market equate to a bigger Bull market recovery?
Will Public Buying "Drive" New Market Highs?
U.S. focused equity mutual funds see continued net outflows. A look back at mutual fund flows during past bull markets answers whether public participation is required to reach new stock market highs….And does a bigger Bear market equate to a bigger Bull market recovery?
Major Trend Index Still Positive: Maintain Aggressive Equity Positions
The current ratio remains healthy, and we believe the equity markets will move higher in the coming weeks.
No Place Like Home
How is the U.S. stacking up relative to foreign markets since 2009 market lows?
GLOBAL EQUITIES: Putting A Price On Youth
An interesting take on country demographics versus valuations.
VLT And Foreign Markets
Exploring VLT (Very Long Term) Momentum readings in foreign markets versus the S&P 500.
Bonds: Beginning Of The End?
Today’s bond market is reminiscent of the stock market in April 2000—when the first cracks in tech and telecom had appeared.
Effective Momentum Driven Sector Rotation In Emerging Markets
Momentum has proven to be an effective factor in emerging market sector rotation strategies. Even better than in U.S. markets.
Stay Bullish
It’s April once again… Are we due for yet another market top? Some perspectives on the possibility of attaining a new all-time market high in the current cyclical bull, and what may drive the upside.
Is Apple Forever?
Apple now comprises 4.4% of the S&P 500, making it the fifth entrant into the Four Percent Club since 1990.
More On Mean Reversion
Could it be possible we’re on the doorstep of another great secular run in stocks? Well… no.
Are Low Volatility Equity Strategies The Panacea That People Are Talking About?
An examination of the low volatility stock anomaly and when it does or does not work... along with a look under the hood at the PowerShares Low Volatility ETF.
Asia Thematic Investing: “Advertising Spending Beneficiaries”
Leuthold’s Jun Zhu provides some color on a new thematic group: “Asia Advertising Spending Beneficiaries.”
Expecting A Little March Madness
Things seem calm on the surface… is a little March Madness in store?
Stock Market Observations
Under the “principle of alternation”—in which price patterns vary from cycle to cycle for the sole purpose of fooling market participants—the bull market is (in my view) unlikely to top out in the spring or winter of 2012.
New Bull Market - Or Up-Leg In An Old Bull?
Bull markets following economic versus “non-economic” bear markets—what’s the difference?
China’s 12th ‘Five-Year Plan’ and the Healthy Tigers Index
Leuthold’s Jun Zhu provides an update on China’s latest Five-Year Plan and how it may affect the Pharmaceutical industry in China.
Up Market In January = Up Year??
As January goes, so goes the year. 2012 looks like it could well be an up year for stocks based on the January barometer. Market cycle chart from 1958 also says 2012 will be the “time to buy.”
Are We Bullish Enough?
A response to why we are not yet committing to maximum 70% equity exposure in our tactical strategies.
Perception for the Professional
May 2026 Issue
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May 2026 Issue
