Equity Strategies Group-Level Analysis Of The Equity Markets
Playing the Bounce Update
This issue, we have revised and updated our current "Bounce” list as well as our "Bounce Favorites". Some of last month's qualifiers have appreciated right off of the list. Some new candidates appear on the list as well, so you'll want to check it out.
Scanning the Markets
September was hardly a run away on the upside, but considering the month of September has been the stock market's poorest performing month (last 40 years), we can't complain.
Sector Notes
A new sector “Buy The Numbers” is being added to the equity model this month. It is a hybrid quantitative theme that has been in the development stage at The Leuthold Group for a number of months.
Scanning the Markets
A performance rundown for The Leuthold Group’s equity market sectors (and other measures) ranked by August performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by July performance.
Our View Of Gold And Gold Stocks
For several months now this publication has been closely following the price action of gold. Initially my view was that the gold strength was little more than a rally in a bear market. But two months ago my position changed.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 2nd Quarter performance.
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by 1993 performance to date. It was a wild month for some sectors.
Sector Musings
Notes on Regional Banks, Health Care and the “Branded Stocks”.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by 1993 performance to date.
We Like the Drugs....But Not Yet
Back in August of 1990, this publication issued a warning, “Don't Get Too High on Drugs”. This five page article concluded that ethical drugs were “potentially one of the most vulnerable sectors in the entire market.” In retrospect, this anti-drug warning has proven to be one of our better calls.
Japanese Global Companies
A month ago, we noted that our long term momentum work indicated the Tokyo stock market might be in a bottoming process and if this work was correct, these Japanese Globals (all with U.S. ADRs) could be great buys.
The Oil Patch
Yes, we also should have bought these last month. The sector moved up another 5% in March.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by first quarter 1993 performance.
Scanning The Markets
The table on the next page is a performance rundown for Leuthold equity market sectors (and other measures) ranked by February 1993 performance.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by three month performance.
Playing the Bounce Update
Our updated list of potential trading stocks to buy now and sell in January (or later) for your clients or for your own account. The list is still long, even after eliminating the stocks that have already had a sharp move up from their respective 1992 lows.
Playing the Bounce....Early Bird List
An early bird Bounce list to clients who may be anxious to “Play the Bounce” or at least start doing their homework on this strategy. The Leuthold Group anticipates “Playing the Bounce” this year, but the timing of this strategy will be dependent on market conditions.
Scanning the Markets
A performance rundown for Leuthold equity market sectors (and other measures) ranked by October performance.
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