Dreams and Nightmares
Leuthold’s Industry “Dreams” And “Nightmares”— Annual Update
We update our annual exercise reviewing how the industry “Dreams” and “Nightmares” of the previous year (2021 in this case) fared in the ensuing year (2022), and conclude with the new year’s industry composition of the Dream and Nightmare portfolios based on 2022 performance.
Leuthold’s Industry Group “Dreams” And “Nightmares”— Annual Update
We take a look at our historical analysis of industry-group portfolios to see how the “Dreams” and “Nightmares” from 2020 fared in 2021. The industry composition of the 2021 Dream and Nightmare portfolios is also presented.
Industry Group Dreams & Nightmares—The Bear Market Edition
Given that we've recently passed the one-year anniversary of the bear-market bottom of March 2020, we thought it might be interesting to apply our annual Dream/Nightmare exercise to periods following bear-market lows; the idea here being that a major market bottom may serve as a “reset” for new industry trends.
Industry “Dreams” And “Nightmares”
We take a look at our historical analysis of industry-group portfolios to see how the “Dreams” and “Nightmares” from 2019 fared in 2020. The industry-group composition of the 2020 Dream and Nightmare portfolios is also presented.
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