Equity Strategies Group-Level Analysis Of The Equity Markets
Scanning the Markets
Performance rundown, excluding dividends, for The Leuthold Group's equity market sectors (and other measures) ranked by October's performance.
High Tech…No Wreck Yet
Fat profit margins are stimulating competition and capacity which will ultimately bring margins (and tech stocks) down. Technology fragmenting, but the end is not quite yet in sight.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by third Quarter performance.
The Technology Sector: Is the Show Over?
Performance of technology subsets is fragmenting. Software and services look the best; Peripherals and Systems the worst. Tech mania comparisons: Adding 1962 to 1969, 1972, 1983, and 1995.
View from the North Country
S&P performance gets “tech-less”. Tech stocks have only added 4% to YTD S&P performance and only 11% since 1970.
Comparing Technology Manias (Updated)
“Tech” manias revisited: comparing P/E ratios and Price/Sales ratios.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by performance over the last three months.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
The Current High Tech Mania Compared To Past Technology Manias
Will the technology stocks continue their market leadership, or is a high tech wreck about to commence?
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by second 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.
Adding Defense Contractors to the “Paid to Play” Portfolio
With U.S. spending on defense now at an all-time low and no big potential wars on the horizon, why would we want to own these company stocks?
Scanning the Markets
The DJIA continued to push to new highs during the last month, rising 3.9%. This brings the year to date performance for the DJIA to +12.7%.
"Paid to Play"
Evaluating relative sector attractiveness and an explanation of the factors incorporated in our Sector Selection Scores, a multi-factored disciple incorporating 28 elements to aid in strategic sector decision making.
Scanning the Markets
The best and worst equity sector performers for March.
February Action: Not Many Declining Sectors
In late February, the stock market moved to new highs. The DJIA broke above its 4000 barrier on a 4.4% gain for the month, while the S&P 500 rose 3.6%. Only four of our 61 groups turned in negative performance during February.
Scanning The Markets
The table on the next page is a performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by January's 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.
Retailing Resurgence Update
"Retailing Resurgence” held up well in November and we have not given up on Santa Claus yet.
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