Inside The Stock Market ...trends, cross-currents, and outlook
Three In A Row And Counting...
Is there an historical precedent for important stock market highs to occur in the same month for three or more consecutive years? YES. In 1938-1942 the S&P 500 registered key highs during the first two weeks of January for five straight years.
Tuning Up The Printing Presses?
What were QE2 and Operation Twist intended for if not to save Europe?
The Bubble In Bonds...
Yes, we consider U.S. Treasury securities a bubble across the entire yield spectrum, and the situation has probably now moved into “extra innings” (think 10th or 11th) thanks to the flight to (perceived) quality triggered by the European debt crisis.
Where To Invest? A Graphical View of Global Equity Markets
Taking into account the variety of total return contributors, we conclude that no one regional equity market stands out as a slam dunk investment idea.
"Sell In May"...Without Actually Selling
A look at how to “Sell in May” without actually selling.
Trying To Forget May 2011 (...and May 2010)
Trying to forget the April tops of the past two years appears to be difficult for many as sentiment measures remain relatively dismal (which is a stock market positive). What insight can we gain from this?
The Bigger The Bear, The Better The Bull?
Does a bigger Bear market equate to a bigger Bull market recovery?
Will Public Buying "Drive" New Market Highs?
U.S. focused equity mutual funds see continued net outflows. A look back at mutual fund flows during past bull markets answers whether public participation is required to reach new stock market highs….And does a bigger Bear market equate to a bigger Bull market recovery?
Major Trend Index Still Positive: Maintain Aggressive Equity Positions
The current ratio remains healthy, and we believe the equity markets will move higher in the coming weeks.
No Place Like Home
How is the U.S. stacking up relative to foreign markets since 2009 market lows?
GLOBAL EQUITIES: Putting A Price On Youth
An interesting take on country demographics versus valuations.
VLT And Foreign Markets
Exploring VLT (Very Long Term) Momentum readings in foreign markets versus the S&P 500.
More On Mean Reversion
Could it be possible we’re on the doorstep of another great secular run in stocks? Well… no.
Bonds: Beginning Of The End?
Today’s bond market is reminiscent of the stock market in April 2000—when the first cracks in tech and telecom had appeared.
Effective Momentum Driven Sector Rotation In Emerging Markets
Momentum has proven to be an effective factor in emerging market sector rotation strategies. Even better than in U.S. markets.
Stay Bullish
It’s April once again… Are we due for yet another market top? Some perspectives on the possibility of attaining a new all-time market high in the current cyclical bull, and what may drive the upside.
Is Apple Forever?
Apple now comprises 4.4% of the S&P 500, making it the fifth entrant into the Four Percent Club since 1990.
Are Low Volatility Equity Strategies The Panacea That People Are Talking About?
An examination of the low volatility stock anomaly and when it does or does not work... along with a look under the hood at the PowerShares Low Volatility ETF.
Asia Thematic Investing: “Advertising Spending Beneficiaries”
Leuthold’s Jun Zhu provides some color on a new thematic group: “Asia Advertising Spending Beneficiaries.”
Expecting A Little March Madness
Things seem calm on the surface… is a little March Madness in store?
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