Inside The Stock Market ...trends, cross-currents, and outlook
View from the North Country
The Ross Perot Factor... Coming Off the Drug Related Highs (The Drug Stocks)...Is The U.S. The Land of Cheap Labor and Long Hours?
Coming: The Golden Years for Stock Market Timing
On the evening of May 14th, Steve Leuthold was the keynote speaker at the 17th annual Market Technicians Association Seminar in Naples, Florida. What follows is a slightly edited version of his speech and the charts and tables used in a workshop on the following day.
Major Trend Index Remains “Negative”
The Major Trend Index reading continued to deteriorate in May. Following the dictates of our disciplined weight of the evidence approach, we remain very cautious toward the U.S. equity market.
Answering Your Questions?
A few weeks ago, Alan Abelson, editor of Barron’s, interviewed Steve Leuthold concerning our now cautious attitude towards the U.S. stock market. Alan Abelson asked many of the questions you may have.
Major Trend Index Shifts to “Negative” In April
On Monday April 6th, The Leuthold Group’s Major Trend Index downshifted from “neutral” status to “negative” status. The prudent course is a move to the sidelines, becoming a spectator for a while.
Did Your Stocks Make Money In April?
A glance at the popular market averages made April look like a pretty good month in the stock market. But if your equity performance in April matched those numbers, you must have had a well-oiled portfolio of deep cyclicals.
View from the North Country
Please “bear” with us….Polling the Pros in April…Catch a Falling Knife (Investing in Japan)…Nuclear Power: Cheap & Clean?
Scanning The Markets: The First Quarter
The table on the next page is a performance rundown for Leuthold equity market sectors (and other measures) ranked by first quarter 1992 performance.
View From The North Country
Peter Bernstein recently observed that the bond market is focusing on deeper concerns that relate more to the political environment than the economic environment.
Major Trend Index Slips To Neutral
On Monday March 2nd, our weight of the evidence approach used to assess the longer term status of the stock market, slipped into "neutral" territory.
Playing The Bounce Update...Selling Some Bounce Stocks
The theory underlying the annual "Playing The Bounce" exercise is that these stocks, driven down by excessive selling late in the year will rebound when the pressure is off.
View From The North Country
We appreciate your response to our client survey questionnaire. As of February 28th your comments were still coming in.
The Short Term Tea Leaves
"Awful" Knutson, the crusty old Norwegian curmudgeon, and father of "Evel" Knutson refuses to communicate with us.
View From The North Country
In our January book, we stated this issue would include The Leuthold Group's "Fearless Forecasts", frivolous flights of foolishness and fantasy that parody conventional economic and market predictions.
January: Wall Street Rakes It In
The S&P 500 should have been an easy mark In January, unless your portfolios were loaded down with "Oil Patch" stocks and/or "Health Care".
Playing The Bounce Update
In 1991, two "Playing the Bounce" lists were sent to clients.
Rationalizing Dow Jones 4000
Like the summer of 1987, financial writers, brokers and investment managers are attempting to come up with reasons why it will be different this time.
The Year That Was
1991 began on a grim note.
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