Latest Research

Based on the long term averages, there is additional upside to the bull market in 2004, if the S&P 500 tracks the “classic” recovery pattern.

A look at why our very overweight Healthcare position and zero weight in Financials has not hurt our performance this year.

On a price to sales basis, small caps sold at 43% discount to large caps at the end of 1999, but this has virtually disappeared in the past four years of strong small cap performance.

Public does not yet seem to phased by the mutual fund scandals as November marked the ninth consecutive month of net inflow to U.S. focus mutual funds, totaling $133 billion of net inflow.

A recent study conducted by Hewitt & Associates found that 42% of 401(k) plan participants cashed out rather than roll their assets into an IRA or into their new employers’ defined contribution plans.

September’s sharp spike in OTC Bulletin Board trading volume persisted in October.

There seems to be some decent performance coming from the large cap bounce stocks.

The equity markets finished strong in November, after slumping throughout much of the month.

Leuthold’s thoughts about a potential near-term bull market correction, the current budget deficit, and observations on the political front.

No! We are not bearish on the market, but think a relatively minor correction (6%-8%?) could develop before year end. Market has moved up quickly, especially in October. So a pull-back is certainly plausible.

Another confirmation of the strength of the recovery.

Weight of evidence no longer overwhelmingly favors Small Cap leadership, but we believe they still have upside potential.

In mid-October, it was announced that OTC Bulletin Board trading volume surged sharply in September...very sharply.

What is driving hefty net redemptions in retail money market funds? You might be surprised.

With convertible issuance in 2003 running almost 23% ahead of common equity issuance, we thought it would be a good time to take a look at this subject.

Group upgraded to Attractive in October, scoring at very top of rankings for two months.

Performance has been hot lately, group beginning to be recognized as prime beneficiary of corporate outsourcing.

The equity markets turned in strong October performance. Only 4 of 150 groups had negative performance in October.

New study by The Leuthold Group suggests below average Long T-bond returns can be expected from today’s below average Long T-bond yield of 5.19%.

Economy picking up steam in second half. Early Q3 GDP estimate much better than expected.