Internet Debacle Index
Internet Debacle (Opportunity?) Index
A comparison of the Internet Survivors? Index to the Internet Debacle Index that we have been covering here for the past few years.
Internet Debacle (Opportunity?) Index
Several clients called, expressing an interest in our recently constructed “Internet Survivors?” theme. This is now being presented monthly in Leuthold’s Groups ~ Equity Strategies (the “Blue Book”).
Internet Debacle (Opportunity?) Index
Introducing our new “Internet Survivors?” group screen: Internet companies that we believe may have higher potential to weather the storm and survive this tech bear market.
Internet Debacle (Opportunity?) Index
These internet stocks soared during the insanity phase and recently suffered through the debacle. It may now be time to start looking for opportunities here.
Internet Debacle Index
Internet Debacle’s May performance (-0.6%) was pulled down by the large number of components in the B2B Software segment.
Internet Debacle Index
If we get another performance month like April, we may again have to re-christen this as The Internet Opportunity Index.
Internet Debacle Index
Last month, we changed the name of this group. After a bounce in January, the “Internet Debacle Index” continued its freefall.
Internet Debacle Index
At the market peak, this index (previously dubbed “Internet Insanity Index”), had 75 stocks with a market cap of $1.26 trillion. Currently, there are only 60 stocks, with a combined market cap of just $290 billion (down $970 billion)!
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