Latest Research

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?

A review of how companies can manipulate their earnings.

Estimate outflow of $20 billion in June, largest redemption month since Sept 01…..Not yet panic mode as this only represents 0.7% of total U.S. equity fund assets.

Performance results make a case that a declining dollar may be more favorable to large caps than small caps.

Fundamentals continue to build for technology, but prices still not cheap. Semiconductors continue to show stabilization. Japanese shipments above median for first time in over a year.

Volatility is still running at a pace significantly less than in 2000 and 2001, but the recent acceleration is troubling.

This is the second sell signal registered in the last six weeks.

NASDAQ record high short selling. NYSE moving to new highs.

Eleven new components, six of which are first time qualifiers.

Added coverage of three new groups to our Leuthold's Groups publication: High ROI Screen, Health Care Cost Containment, and Fountains of Youth.

Ranking in top twenty and making a play on declining dollar and rising inflation.

There was essentially no group leadership during June.

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

Many professional portfolio managers are “equity only” managers, precluded from building up large cash reserves or considering alternative asset classes. Ideas for those who must be fully invested.

Book to Bill ratio continues to improve. Some solid evidence that the prospects for the chipmakers are looking up.

The billion dollar question at this point is: Can Main Street investors keep the faith?

In 1990, only two companies with more than a billion shares outstanding, guess how many now?