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

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

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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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The one thing that we can count on about the future is that it will not be the same as today. While a diamond may be forever, a Blue Chip stock is not...not even Disney, not even Coca Cola and certainly not IBM.

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I think August will be a month in which some big players start taking big money out of the stock market game, defensively preparing for Wall Street's traditional hurricane season.

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This version of market breadth continues to present a more bearish picture than the other A/D measures.

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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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Wall Street anticipates relatively dull markets in July and August, especially August. It doesn't always work out that way. Also, Polling the Pros in June, a re-examiniation of the gold rally and an update on gambling stocks.

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When value investing requires so much effort just to locate purchase candidates, you might want to re-evaluate your equity sector asset allocation strategy if you have that option. What do the growth stocks look like?

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