Latest Research

1994 market volatility no greater than 1992 or 1993. Annual volatility for DJIA and S&P 500 remains at all time low levels. What is going on? An attempt is made to explain.

Cash still flowing into equity mutual funds, but net cash flows contracted some in June. New equity supply also shrinks some.

Electric utilities are being activated this month as an initial 7.5% equity portfolio position.

Growth stocks have been out of favor over the past 3-4 year, but look poised to regain leadership over the next 6-12 months.

Our associates at Weeden & Co. have made the big switch, moving their headquarters and trading center from New York City to Greenwich.

Weight of the evidence discipline remains negative on a cyclical basis, but rally seems underway.

The dithering dollar. Did we miss our golden opportunity? Some think there is current hope for Social Security reform. Is new NASDAQ rule an uptick or upchuck? The bears are howling.

Diffusion Index breaks above its 70% danger zone, signaling higher commodity inflation ahead?

U.S. corporations must pay almost 300 basis points more to borrow in U.S. dollars than in Swiss francs. Why is there such a difference?

Major Trend moves deeper into negative territory...Commodity Diffusion Index move above 70% does not inspire us either.

A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.

Cash still flowing into Equity Mutual Funds...Net cash flows steady in April and May.

Weight of the evidence discipline remains negative.

From Alabama to Wyoming, our Senators and House members are rated for fiscal responsibility based on a study by The Concord Coalition. See how yours rank.

How Bush and the boys rescued the banks without busting the FDIC, fiscal responsibility in the 1993 Congress is examined and what the recent surge in commodity inflation means.

Downside equity market risk viewed as significant: still believe 90% probability we are in early stages of a bear market. Could be a dull summer?

A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.

Money still flowing into equity mutual funds. AMG's response to the huge differences between mutual fund cash flow data provided by AMG in April and the numbers reported by ICI.

We highlight 19 publicly traded security and protection companies and present the investment theme "Crimestoppers". Performance of the sector is impressive and a few of the names may tweak your interest.

Weight of the evidence discipline remains negative, but market now in 7.50%-8.00% accumulation zone. Yield curve is flattening out.