Latest Research

Early in June, it appeared that big block selling was on the decline. But in recent weeks it appears that heavy selling has resumed once again.

Continuing to evaluate Leuthold Index methodology.

These internet stocks soared during the insanity phase and recently suffered through the debacle. It may now be time to start looking for opportunities here.

Small cap stocks were clearly superior in June, with the Russell 2000 rising 3.3% and the S&P Small Cap Index up 3.6%.

Economy may already be halfway through a recession, but expect economic uptick by early 2002. Fed near end of easing.

Don’t let the roller-coaster ride of the short term lead to abandonment of sound, long-term investment strategies. Despite 2000-2001 declines, stock market performance over the last ten years is still beating long-term, median equity returns.

Managing Your Mother Lode…Your Serious Money. Ten rules written for a soon to be published book, The Book Of Investing Rules, which contains an anthology of rules from well-known investors and financial professionals.

Statistically the summer rally is mostly fiction, historically producing average or slightly below average stock market performance….but don’t plan a three month vacation yet!

Value may continue to outperform Growth for the balance of the year, but by a narrower margin.

Tech stocks struggled again as a torrent of disappointing news showered the group in May.

U.S. focus equity fund net inflow of $15 billion is estimated for May, which is somewhat less than the $17.5 billion net inflow in April, but somewhat more than $13.2 billion net inflow last May.

Remains high, but there are some signs of slowing.

The latest 10-week reading fell 16% from the previous week, but the average remains above historical selling extremes.

Internet Debacle’s May performance (-0.6%) was pulled down by the large number of components in the B2B Software segment.

Continuing to evaluate Leuthold Index methodology.

Group showing strength and is likely a beneficiary, along with the construction industry, of much needed expansion of U.S. energy facilities.

Tech was hit hard in the last half of May, with eight of the 20 worst performers being Tech related.

Expect Q2 and Q3 GDP to weaken due to business cost cutting, lagging global economy and less robust consumer spending. But, tax rebate, the Fed, and money supply growth should spawn new economic expansion by early 2002.

The Commodity Diffusion Index is an outstanding inflation monitor and has also been a good gauge of future market performance.

A look back at 20 prior bear markets (1900 to date) to examine the question, “Just how long does it take to recover from a bear market?”