Of Special Interest

Of Special Interest

  • Of Special Interest

    Dow Jones 9000…..By 2007?

    June 01, 1987 BY Steve Leuthold

    Sound like a tall order? This is what the DJIA must achieve to match the total return from a 20-year zero T-bond over the next 20 years.

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  • Of Special Interest

    Monitoring Earnings Trends

    May 01, 1987 BY Steve Leuthold

    Last year, two original earnings momentum evaluators were introduced in this publication. Currently both are giving off constructive readings for 1987 and perhaps beyond. Unfortunately, history seems to indicate this is not necessarily a big positive for stock prices.

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  • Of Special Interest

    Intrinsic Value Benchmarks

    April 01, 1987 BY Steve Leuthold

    We were not planning to publish the Leuthold Group’s Histographs this issue. But clearly a number of clients have a high level of interest in this work. We had a large number of calls this last month requesting updates. So, here they are again.

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  • Of Special Interest

    Focus: Intrinsic Value Benchmarks

    March 01, 1987 BY Steve Leuthold

    Updated histographs of P/E multiples, book value ratios and yields are presented this issue, as well as a new histograph of cash flow ratios.

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  • Of Special Interest

    An Earnings Bottom...What's Next?

    January 18, 2017 BY Scott Opsal and Phil Segner

    It seems like it’s been ages since investors have been able to get excited about earnings growth, although our October 21st “Chart of the Week” showed that the S&P 500’s current earnings slump has been unremarkable in both depth and duration.

     

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  • Of Special Interest

    Exploiting Generational Anomalies In Stock vs. Bond Returns

    June 01, 2009 BY Eric Bjorgen

    There are two important conclusions about the historical relationship of stock vs. bond returns:

    1. The current stocks vs. bonds performance differential, over both very short and very long time periods, is at or near historical extremes in every timeframe we examined. This suggests that we are at the threshold of a major (but temporary) market anomaly.
    2. Historically, periods when bonds have outperformed stocks over very long timeframes have proven to be very opportune times to shift out of fixed income assets and into equities.

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