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

Aug 05 2006

Stock Market Downside Limited Based On Current Valuations

  • Aug 5, 2006

Small Caps significant laggards in July, and technicals which had been supporting Small Caps, despite excessive valuations, have now eroded. Small Cap leadership model now negative.

Aug 05 2006

Mutual Fund Flow…..Public Continues To Be Cautious Toward U.S. Equities

  • Aug 5, 2006

Both domestic and foreign market equity funds have seen a big fall-off of interest in the wake of recent market declines.

Aug 05 2006

Market Action After Last Fed Rate Increase

  • Aug 5, 2006

Study of stock market performance following last Fed interest rate hikes indicates no correlation to future stock performance. Investors expecting a big surge based on this being the last hike may be disappointed.

Aug 05 2006

The Homebuilding Group – Value Play Or Value Trap?

  • Aug 5, 2006

Everybody sure hates the Homebuilders. However, contrarians should take note of this month’s analysis of earnings prospects, insider selling/buying, and the outlook for future housing starts. Now is not the time to be bottom fishing here.

Aug 05 2006

View From The North Country

  • Aug 5, 2006

Everybody sure hates the Homebuilders. However, contrarians should take note of this month’s analysis of earnings prospects, insider selling/buying, and the outlook for future housing starts. Now is not the time to be bottom fishing here. Nor is it time to be buying oil stocks.

Aug 05 2006

High P/E Stocks: Becoming A Safe Place To Hide?

  • Aug 5, 2006

Value continues to have leadership position over Growth among Large Cap stocks. Mid Caps also shifting to favor Value, but Growth still leading in the Small Cap tier.

Aug 05 2006

July Market Action

  • Aug 5, 2006

In July, weakness early in the month later transitioned into a comeback rally of sorts for the major stock market indexes.

Aug 05 2006

Weekly New High/New Low Data Not Yet Indicating A Stock Market Bottom

  • Aug 5, 2006

We meticulously comb through the lists of weekly new highs and new lows so that we exclude those derivatives and non-operating companies, in order to get a true picture of the stock market health.

Aug 05 2006

Characteristics Of A Bear Market

  • Aug 5, 2006

Assuming a bear market has already begun, what can be expected?

Jul 04 2006

Show Me The Cash

  • Jul 4, 2006

Which S&P sectors have the most cash, and how may it be put to use?

Jul 04 2006

The VIX: Another View On Buy Signals

  • Jul 4, 2006

There does appear to be some validity to using relative highs on the VIX as short term Buy indicators.

Jul 04 2006

Mutual Fund Flow…..Cracks Forming In Public Confidence

  • Jul 4, 2006

Both domestic and foreign markets have seen confidence crushing declines, causing many investors to pull cash from equity holdings and perhaps direct that cash into safer havens.

Jul 04 2006

View From The North Country

  • Jul 4, 2006

Half time update. Leuthold looks back at December 2005 predictions. Additional comments on Inflation, Corporate Earnings, The Dollar, Oil Prices, Gold, and Federal Budget Deficit.

Jul 04 2006

Q2 Market Action

  • Jul 4, 2006

For the first time since the market low in March 2003, many investors got a chance to remember what a good old fashioned correction felt like.

Jul 04 2006

Market Leaders Examined...The First Shall Become The Last

  • Jul 4, 2006

Stocks that had performed the best over the previous 11 month period got punished the worst in the declining market.

Jun 05 2006

More Life Left In Materials?

  • Jun 5, 2006

The Materials sector moved up to the top position in the latest Sector Power Rankings, based on the number of Attractive and Unattractive groups in each sector.

Jun 05 2006

Attractive Groups Based On Insider Scores

  • Jun 5, 2006

During the last few months, we have been looking at the Insider Selling and Buying among various broad sectors and last month decided to present those specific equity industry groups that currently have the best scores based on the insider patterns of selling and buying.

Jun 05 2006

Update On Japanese Stock Market...Has Our Bullish Outlook Changed?

  • Jun 5, 2006

Notwithstanding the market action in the most recent month, in the longer term we suspect that the Japanese stock market might be less vulnerable than other regions and countries of the world (including the U.S.).

Jun 05 2006

View From The North Country

  • Jun 5, 2006

We may or may not be close to entering a new cyclical bear market, but as we view it, the risk has risen significantly.

Jun 05 2006

The VIX: Volatility Increasing But Still Far From A Buy Signal

  • Jun 5, 2006

During May, the 10 day weighted VIX rose from a level of 11.7 to a peak of 16.7, prompting some to wonder if this work was signaling a buy signal. In fact, the VIX is now at the highest level since mid 2004, but this is still far from a buy signal.

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