Latest Research

Past experience seems to indicate that the stock market bottom is likely close at hand.

Mid-East turmoil and Attractive rating for last five months.

During August, there was very little differential between the performance of the stock market indices we track.

Huge secular bull market in bonds (emerging in 1981) is topping out.

Corporate cleansing - undoubtedly, more fraud yet to be discovered, but real reform is now underway. Also, why the risk of extreme market behavior cannot be quantified.

Short sellers posted the only solid performance numbers this month. August lows may approach July’s, but a rebound may be around the corner. …..Make sure to take the cell phone to the beach, as the market has a habit of interrupting the beach holiday.

Revisions continue: How many revisions are possible?

Estimated U.S. equity net outflow for July is an all time record in dollar terms, but less than Oct. 1987 as percentage of assets.

S&P 500 High Volatility reading of 73% for the month is in line above the all time annual highs recorded in 1931-1933.

The most recent sell signal (registered June 26th) proved to be very timely in retrospect.

In July, average daily volume surged significantly enough to decrease the short interest ratio, despite record levels of short selling.

Added coverage of a new group to our Leuthold's Groups publication: Unregulated Energy Producers.

Explanation of how we use historical valuations to compare to today.

Rated Attractive last three months, moves into the “top five” in latest GS Score distribution.

It was a very tough month to beat the S&P 500, as investors seemed to be selling everything in sight.

Expect CPI and PPI to both edge higher in second half of year...could be negative surprise, but not something big.

Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.

The important role of cash levels in today’s mutual funds.

Corporate Crime Wave—Not a new era, but exaggerated by  length of recent bull market….Why and how some real reform must become reality. Also, why the Federal Deficit is likely to exceed $200 billion.

The stock market's decline has been relentless and now even Small Caps have joined the retreat. But, while mutual fund investors have been skittish, they have not panicked up to now. Also, is this a Secular Bear Market?