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Dreams and Nightmares

Jan 07 2022

Leuthold’s Industry Group “Dreams” And “Nightmares”— Annual Update

  • Jan 7, 2022

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.

Apr 09 2021

Industry Group Dreams & Nightmares—The Bear Market Edition

  • Apr 9, 2021

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.

Jan 08 2021

Industry “Dreams” And “Nightmares”

  • Jan 8, 2021

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.