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

Yes, there are more negative points than positive points, but the margin is not enough to be considered a sell signal. Don’t jump the gun.

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It appears that U.S. focus equity mutual funds suffered a mild case of net redemptions during the last half of November, but the public was back on the "buy side" by the end of the month.

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What Has Been The Best Inflationary Environment For Stock Market Performance?...How Have Stocks Done In Deflationary Years?...121 Years Of History Examined...Also Looks At P/E Ratios In Different Inflationary Environments

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What About China?...The 7% Solution...Plan Sponsor's Future Investment Earnings Assumptions Are Too High...Some Facts About Gold

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What a difference a city makes (or a month, or 150 miles). Boston is much more positive about the stock market than New York according to last's month poll. Over a 1 year time horizon, we went from 6% "Bullish'' in New York to 33% "Bullish" in Boston.

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As of October 29 the Major Trend had deteriorated to a level of 1.10. Despite this small deterioration, the Major Trend remains in positive ground, so both models will continue to maintain their more aggressive equity exposure.

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Long Term Investment Perspective...U.S. Equity Returns Over Next Decade Will Likely Be Below Average...Watch For A Derivative Debacle...ATM Investing

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Last issue, this publication focused on the current institutional fixation on earnings momentum and earnings surprise in terms of stock selection and stock retention. Ultimately this investment strategy will be over exploited, but when?

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Savvy U.S. professional investors have been buying foreign stocks for a number of years now. Somewhat more recently, pension funds have been focusing on foreign diversification. Now, in 1993 mutual fund investors have become increasingly enamored with foreign stocks.

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Savvy U.S. professional investors have been buying foreign stocks for a number of years now. Somewhat more recently, pension funds have been focusing on foreign diversification. Now mutual fund investors have become increasingly enamored with foreign stocks.

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It's that time of year again. The Leuthold Group is embarking on its annual "Playing the Bounce" bottom fishing expedition.

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A month ago, this section featured the commentary "Bad News For The PBGC (And The Taxpayer)". This proved to be quite timely.

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A form of momentum investing that is becoming increasingly common these days, but not discussed much.

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An update of earlier study identifying significant market declines and how well the so called defensive groups performed.

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Are you surprised? We certainly were. The Major Trend Index has moved slightly above the neutral no man's land, but not by much.

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Questions about the recent reversal in status of The Leuthold Group's Major Trend Index.

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Doctor Leuthold At Your Service...Bad News For The PBGC (And Taxpayers)...Inflation And Regulation...Insensitivity Prevails

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The economic expansion has been so lackluster that we have expected companies to have problems growing earnings. While we have seen this Earnings Momentum decelerate somewhat, the momentum continues to look relatively strong.

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Gambling fever remains in the heartland. Also, recognizing that times have changed, recognizing that seriousness and sensitivity are on the increase, The Leuthold Group now plans to publish an “abridged” version of this publication. In this “A” version, all non-investment related editorial content and features will be eliminated.

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As noted last issue, July had been proclaimed the most boring month by The Boring Institute. As far as the stock market was concerned, I had thought June deserved this distinction. Now I'm not so sure.

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