Stock Market

Stock Market

  • Stock Market

    A Most Dangerous Game

    April 05, 1993 BY Steve Leuthold

    Portfolio managers themselves are increasingly cautious towards the stock market, with the great majority very concerned about the Clinton economic program and very recently shaken by the Phillip Morris debacle.

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  • Stock Market

    The Message of Phillip Morris

    April 05, 1993 BY Steve Leuthold

    Six months ago, this stock was at the top of most institutions' core holding list. Smashed and broken, it's now a major portfolio embarrassment. Once again, the often forgotten message from the past echoes: No Growth Is Permanent.

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  • Stock Market

    Investor Attitudes: Polling the Pros (and Cons)s

    April 05, 1993 BY Steve Leuthold

    In March, polls were taken in Portland, Seattle, Denver and Los Angeles respectively. We recently incorporated a new question in the survey, requesting a projection of S&P 500 annualized total returns over the next 10 years. The responses have been quite interesting.

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  • Stock Market

    View from the North Country

    April 05, 1993 BY Steve Leuthold

    In terms of outstanding investment returns from U.S. markets, the last 10 years have been close to unprecedented but the next decade in this business won't be so easy. This is what our historical research and common sense tells us.

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  • Stock Market

    Portfolio Sector Review

    March 07, 1993 BY The Leuthold Research Team

    This publication invests in the equity market on a sector basis, but many of the sectors employed are somewhat unorthodox. This approach has worked very well for us over the years. Our equity model has outperformed the S&P 500 over 70% of the time in the last 21 years. 1992, as a whole, was not a good year for our equity model, but it appears we are back in the groove. In the last four months, our equity portfolio is up 12%, compared to a 6% gain for the S&P 500. Year to date, our portfolio is up 4% compared to 2% for the S&P 500.

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  • Stock Market

    View From The North Country

    March 07, 1993 BY The Leuthold Research Team

    When President Clinton presented his economic package of proposals I happened to be out of the country, under a palm tree, reading Jimmy Buffet's first novel "Where is Joe Merchant?"

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  • Stock Market

    Back On Track

    March 07, 1993 BY The Leuthold Research Team

    So far, 1993 has been difficult year for most aggressive growth managers, especially those tilted toward health care issues.

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  • Stock Market

    Steven C. Leuthold: Fundamentally Technical

    March 07, 1993 BY The Leuthold Research Team

    Back in December, Steve Leuthold was interviewed by Thom Hartle, editor of Stocks and Commodities. The following is reprinted from the March 1993 issue of the magazine. Some readers may be surprised to learn the origins of The Leuthold Group were "technical" not fundamental. Some may also be surprised that our "Group leader", an avid student of long term economic and market history, is also a short term trading speculator.
    Note: Leuthold's picture is somewhat dated, taken back in the days before the beard turned gray. We believe the color change is the direct result of this commodity trading.
     

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  • Stock Market

    Investor Attitudes: Polling The Pros (And Cons)

    February 05, 1993 BY The Leuthold Research Team

    In early 1991, a continuing survey of client stock market attitudes was initiated (41 polls have been taken to date).

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  • Stock Market

    View From The North Country

    February 05, 1993 BY Steve Leuthold

    The parties are over, the cheering has stopped and the sax has been put back in the closet.

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