Of Special Interest

Of Special Interest

  • Of Special Interest

    Inflation Watch…Still OK, But....

    October 03, 1985 BY Steve Leuthold

    Examining five of our Early Warning inflation analytical tools, we currently find little if any indications of an inflation resurgence. In a strong economy, inflation could run to 7% next year, but the serious inflation danger lies down the road.

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  • Of Special Interest

    An Index of Primary South African Divestiture Candidates

    September 03, 1985 BY Steve Leuthold

    New Jersey’s recent legislation requiring state pension fund divestiture of South African connected stocks may be a landmark. We have compiled a list of 73 stocks that may well be the primary targets for additional divestiture selling by other funds, our Divestiture Hit List.

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  • Of Special Interest

    Two Views of Gold

    June 04, 1985 BY Steve Leuthold

    Have you ever looked at a gold price chart denominated in Swiss Francs or Deutsche Marks? It is a much different picture than gold in dollars. Perhaps the U.S. perspective is warped.

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  • Of Special Interest

    Inflation Watch…..Still Cool

    May 02, 1985 BY Steve Leuthold

    Regardless of the recent reported upticks in the GNP Deflator and CPI, our Early Warning Inflation work provides little if any evidence that inflation is beginning to accelerate. Five of our inflation analytical tools are presented and discussed, along with the risks of Deflation.

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  • Of Special Interest

    The Dollar Play

    April 01, 1985 BY Steve Leuthold

    How do you make a stock market play on the declining dollar? This is not as simple as it may first appear. Three approaches are discussed, concluding the best approach might be buying selected major U.S. exporters.

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  • Of Special Interest

    Drug Stocks and the Dollar – Some Words of Warning

    March 05, 1985 BY Steve Leuthold

    Drug stocks a play on the weak dollar?...perhaps not as good a play as most think. Herein we compare the market performance of drug stocks with the dollar from 1975 to date.

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  • Of Special Interest

    And Now What About Quality Growth Stocks?

    February 05, 1985 BY Steve Leuthold

    Our initial May 1984 move into these “Gilt Edged Growth Stocks” has not really been paying off. Herein we re-examine this sector of the market in an effort to determine what is wrong. We did much the same thing a few months ago, concluding these stocks should be good relative performers in 1985. Now we are not so sure and have a “hold” on increasing these holdings.

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  • Of Special Interest

    Now…. What About Quality Growth Stocks?

    December 06, 1984 BY Steve Leuthold

    This issue’s X-Rays and EKGs section takes a hard look at these classy institutional favorites. The conclusion is that 1985 looks like a pretty good year for vintage Growth Stocks, relative to the rest of the market.

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  • Of Special Interest

    Inflation Watch...Still OK, But...

    November 03, 1984 BY Steve Leuthold

    Examining our early warning inflation tools, we currently find few indications of an inflation resurgence. Only the CPI momentum work is somewhat disturbing. Herein we review this work, and also discuss the inflation outlook for 1985. In a strong economy, inflation could run to 7% next year, but the serious inflation danger lies down the road.

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  • Of Special Interest

    Short Bonds vs. Long Bonds: Gain and Loss Potential

    October 04, 1984 BY Steve Leuthold

    For several years now, this publication’s focus has been on long 20-year bonds, while many clients owning bonds maintain average 6-7 year maturities. Herein, we compare future performance of long and short bonds over several time horizons in a variety of projected interest rate environments, including projected parity levels for the stock market.

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