Stock Market

Stock Market

Stock Market

Bridesmaid Strategy: Picking The Year’s Best Asset

January 06, 2018 BY Doug Ramsey

Here’s another way to look at the persistence of momentum across asset classes for the last 45 years.

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Stock Market

Bridesmaid Strategy: For Equity Managers

January 06, 2018 BY Doug Ramsey

Our analysis of the Bridesmaid effect originated more than a decade ago, with an initial focus on equity sectors rather than asset classes.

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Stock Market

Bridesmaid Strategy: Sector Track Record

January 06, 2018 BY Doug Ramsey

Table 3 shows annual performance results for the Bridesmaid sector strategy under all four rebalancing frequencies, along with the sector selection for the annual version of the strategy.

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Stock Market

Bridesmaid Strategy: A Value Alternative

January 06, 2018 BY Doug Ramsey

For those not psychologically suited to a momentum approach, we’ve developed a contrarian sector allocation strategy that’s delivered even better long-term performance than the Bridesmaid approach.

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Stock Market

Bridesmaid Strategy: Low P/E Sector: Annual Results

January 06, 2018 BY Doug Ramsey

Table 5 shows annual performance results for the Cheapest Sector strategy under all four rebalancing frequencies, along with the lowest P/E sector for the annual version of the strategy.

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Stock Market

Industry Group Dreams And Nightmares

January 06, 2018 BY Kristen Perleberg

For nearly three decades The Leuthold Group has tracked hypothetical portfolios composed of the previous year’s industry group “Dreams” and “Nightmares.”

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Stock Market

Economic Performance: Powerful Factor For Country Rotation

January 06, 2018 BY Jun Zhu

In previous studies, we looked at two classic factors for employing a country rotation strategy: valuation and momentum.

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Stock Market

2017 Was A Good Year For Playing The Bounce

January 06, 2018 BY Jun Zhu

The last two months of 2017 produced great results for the Bounce strategy.

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Stock Market

Not A Tipping Point, But A “Toggle” Point?

December 07, 2017 BY Doug Ramsey

Evidently, being a bull in a bull market is no longer good enough.

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Stock Market

Stock Market Observations

December 07, 2017 BY Doug Ramsey

Economic and momentum considerations have kept us mostly aboard this bull for much longer than our value-seeking inner selves would have otherwise allowed.

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