Growth vs. Cyclical

Growth vs. Cyclical

  • Stock Market

    The Cyclical Surge Updated

    July 05, 1991 BY Steve Leuthold

    At this point, our work does not yet confirm a longer term shift in market leadership from growth to cyclical. Perhaps such a confirmation will take place in coming months (we suspect it will).

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  • Stock Market

    The Cyclical Surge

    June 05, 1991 BY Steve Leuthold

    Last month this publication noted that “deep cyclicals” were intriguing but unimpressive from a technical standpoint. Then in the last two weeks of May, the cyclicals exploded on the upside, especially in the last week of the month.

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  • Stock Market

    Prospects: Gilt Edged Growth, Cyclicals and Value Stocks

    December 01, 1990 BY Steve Leuthold

    If you have major positions in the select list of 1990 “Hero” stocks (those big growth names that are up on the year), when should you start trimming back (if ever)? When should you start looking at cyclicals (if ever)? When should you start looking at cheap value stocks (if ever)?

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  • Stock Market

    Growth Versus Cyclical

    June 01, 1989 BY Steve Leuthold

    The following chart and commentary regularly appear in the appendix. Since we are adding a new growth component to the equity model this issue we thought this work deserved a place “up front”.

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