Of Special Interest

Of Special Interest

  • Of Special Interest

    Real Interest Rates: “It Ain’t Necessarily So”

    May 05, 1991 BY Steve Leuthold

    The concept of a “real” rate of interest is widely held, but it does not appear to be a natural law. It is not a truism that has prevailed forever. Like many investment concepts and theories, sometimes it works and sometimes it doesn’t.

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  • Of Special Interest

    Polling the Pros

    April 01, 1991 BY Steve Leuthold

    Recognizing the obvious client interest in the market views of other professionals, we are initiating “Polling the Pros”. Whenever we have a significant number of investment professionals gathered together, we will ask their stock market opinion via a ballot. So now when you ask us what Leuthold clients think of the market we will no longer have to wing it.

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  • Of Special Interest

    How High Can This Market Go?

    March 01, 1991 BY Jim Floyd

    Some prognosticators have pretty fair records in predicting the direction of the market, but it is very difficult to pinpoint the strength of major advances and declines. Rather than just pull a number out of a hat, the best approach to quantifying how far this market can go is to look at The Leuthold Group’s Benchmarks.

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  • Of Special Interest

    Playing the Bounce Update

    February 01, 1991 BY Steve Leuthold

    The bounce stocks currently are outperforming the market by a big margin. In the early days of February, they have continued to soar.

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  • Of Special Interest

    A Look In The Rearview Mirror

    January 07, 1991 BY The Leuthold Research Team

    Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good....and the bad.

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  • Of Special Interest

    Playing the Bounce

    December 01, 1990 BY Steve Leuthold

    An updated list of trading stocks to buy in November-December and sell in January or February. This strategy is not appropriate for most institutions. However, we think it can make sense for your personal accounts.....Happy Bouncing and Happy Holidays To All Of You!

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  • Of Special Interest

    “Playing the Bounce”

    November 01, 1990 BY Steve Leuthold

    For over 10 years, The Leuthold Group has been sending out a list of year end trading suggestions. In November and December we go “bottom fishing” for stocks that are overextended on the downside. When year-end selling pressures lift, these selected Issues typically rebound nicely Into January or even February.

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  • Of Special Interest

    Stocks Not Cheap, Stocks Not Expensive

    October 01, 1990 BY Steve Leuthold

    Stocks are now in the high 40%-45% of the historical valuation distribution range. This is not cheap, but neither is it expensive. Based on our Benchmarks work, it now appears we can expect average performance for the stock market from today’s levels over 1, 3 and 10 year time horizons.

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  • Of Special Interest

    What Is Going On With Gold?

    September 01, 1990 BY Steve Leuthold

    Our gold stock holdings can be viewed almost exclusively as a defensive bear market tactical measure. But we are troubled by recent price action in the underlying metal. When viewing the price of gold against currencies such as the Swiss Franc, weakness is far more obvious.

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  • Of Special Interest

    Don’t Get Too High On Drugs

    August 01, 1990 BY Steve Leuthold

    As often noted in these pages, as far as stock prices are concerned, investors’ perceptions are often more important than reality. Political focus on the Ethical Drugs will take its toll on drug industry P/E’s, even if nothing ever comes of it.

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