Of Special Interest

Of Special Interest

  • Of Special Interest

    What About the Oils?

    March 04, 1982 BY Steve Leuthold

    Energy market weight now down to 20%, from 32% in late 1980. Historic weighting has been 17%. The worst part of the “round trip” may be close to over. Good rally expected in the next 90 days, but new long-term leadership is not in the cards.

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  • Of Special Interest

    Gourmet Group Distribution

    February 03, 1982 BY Steve Leuthold

    A distribution by traditional economic sectors of groups ranked “very good” or higher. We think this provides a good fix on current market leadership areas, as well as providing clues as to future areas of leadership.

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  • Of Special Interest

    1981’s Dreams and Nightmares

    January 06, 1982 BY Steve Leuthold

    Does it pay to buy last year’s winners? Not usually. 1981’s best and worst performers reviewed, with an update of what happened to 1980’s best and worst in 1981.

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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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