Of Special Interest

Of Special Interest

  • Of Special Interest

    Focus on Gold

    September 01, 1986 BY Steve Leuthold

    Something strange is occurring in the gold market and it is not related to inflation. We touched on this a month ago, but this time we have added some thoughts. I continue to believe most portfolios should own some gold.

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  • Of Special Interest

    “Ring Them Bells”

    August 03, 1986 BY Steve Leuthold and Larry Jeddeloh

    We are establishing the regional Bell companies as a formal equity portfolio sector, initially investing in BellSouth, NYNEX and U.S. West in this issue. We think these companies look like an attractive defensive equity haven these days.

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  • Of Special Interest

    Statistics for Your Files

    July 03, 1986 BY Steve Leuthold

    A number of clients have requested historical data regarding earnings, dividends and book values for the stock market indices. This section provides information, going as far back as 1910.

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  • Of Special Interest

    More Historical Perspective Featuring Book Value Ratios

    June 02, 1986 BY Steve Leuthold

    Book value has its faults as an analytical tool with individual stocks, but it seems to be quite valid in the aggregate as a stock market value gauge. This most recent addition to our value benchmark series presents quarterly book value ratios for the S&P 400 on a quarterly basis, 1929 to date.

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  • Of Special Interest

    January Screens 1986

    January 07, 1986 BY Jim Floyd

    Only one of the screens that follow has economic sector commonality (Consumer High Growth).

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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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