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Market Cap Performance

Jan 26 2018

A Fond Remembrance Of Y2K… And Great Values

  • Jan 26, 2018

We’ve participated in this year’s upside market surge, while at the same turning a bit wistful in remembrance of a simpler and saner stock market era—an era when one could buy more than a third of the Leuthold 3000 stock universe for less than 14x earnings. Yes, that’s the comparative period of stock market sanity that existed in late February 2000, just days before the NASDAQ Composite made its historic bubble-era peak.

Jul 08 2015

Small Cap vs Mid Cap vs Large Cap

  • Jul 8, 2015

Small Cap Premium Jumps to 12%

Apr 03 2001

Capitalization Tier Meausres

  • Apr 3, 2001

Continuing to evaluate Leuthold Index methodology.

Mar 05 2001

Capitalization Tier Meausres

  • Mar 5, 2001

Continuing to evaluate Leuthold Index methodology.

Feb 05 2001

Capitalization Tier Meausres

  • Feb 5, 2001

Continuing to evaluate Leuthold Index methodology.

Jan 04 2001

Large Cap Versus Small Cap: Inside The S&P 500

  • Jan 4, 2001

Poor performance by Large cap technology issues had a very negative impact on S&P 500 cap weighted performers in 2000.

Jan 04 2001

Capitalization Tier Meausres

  • Jan 4, 2001

Continuing to evaluate Leuthold Index methodology.

Dec 05 2000

Capitalization Tier Meausres

  • Dec 5, 2000

Continuing to evaluate Leuthold Index methodology.

Nov 04 2000

Capitalization Tier Meausres

  • Nov 4, 2000

Currently evaluating Leuthold Index methodology.

Oct 04 2000

Capitalization Tier Meausres

  • Oct 4, 2000

Currently evaluating the Leuthold Index methodology.

Sep 04 2000

View From The North Country

  • Sep 4, 2000

Dividends do matter, especially as an important component of total return. Also, a recent study published in the Financial Analyst Journal tries to get at the root of large cap, growth stock dominance in the 1990s.

Sep 04 2000

Capitalization Tier Meausres

  • Sep 4, 2000

Currently evaluating Leuthold Index methodology.

Aug 04 2000

Capitalization Tier Meausres

  • Aug 4, 2000

The Leuthold Group has set out to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.

Jul 04 2000

Capitalization Tier Meausres

  • Jul 4, 2000

The Leuthold Group has set out to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.

Jun 04 2000

Capitalization Tier Meausres

  • Jun 4, 2000

The Leuthold Group has set about to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.

May 04 2000

Capitalization Tier Meausres

  • May 4, 2000

The Leuthold Group has set about to create a more realistic assessment of Big, Mid, Small, and Micro cap performance.

Apr 05 2000

New Capitalization Tier Measures

  • Apr 5, 2000

New Leuthold Capitalization Tier performance measures explained and detailed.

Mar 05 2000

Performance By Cap Tiers...Our New Measures

  • Mar 5, 2000

S&P 500, S&P 400, and Russell 2000 may not always present accurate readings of Big cap, Mid cap and Small cap performance, respectively.

Feb 05 2000

New Improved Performance Measures For Capitalization Tiers

  • Feb 5, 2000

Today’s popular stock indices may be overweighted toward tech.

Jan 07 2000

1999 Performance: Big Caps Versus Small Caps

  • Jan 7, 2000

Small cap performance actually nosed out Big Cap +19.6 for Russell 2000 and +19.5% for S&P 500 (price only). Who would have believed it?

Dec 05 1999

Tracking Shifts In Market Capitalization Leadership

  • Dec 5, 1999

A unique way to monitor and react to changing stock market capitalization leadership trends. This new study examines the percent of stocks lagging the S&P 500, segmented by capitalization tiers.

Oct 05 1999

Beating The S&P 500...Q3 Update

  • Oct 5, 1999

Large Cap and Growth was where you needed to be in the first nine months of 1999.

Jul 05 1999

Making The Case For Mid Caps

  • Jul 5, 1999

For managers who are mandated to stay fully invested, Mid Caps make pretty good sense as a replacement for extremely overvalued Nifty Fifty stocks.

Apr 04 1999

View From The North Country

  • Apr 4, 1999

Transcript from late February conference call with Steve Leuthold and Byron Wien covering a wide spectrum of timely investment topics.

Apr 04 1999

The Dichotomy Continues...Big Cap Versus Small Cap

  • Apr 4, 1999

Q1 1999 following the same market script of 1995-1998, with big cap stocks, especially Nifty Fifty types, dominating smaller companies in terms of market performance.

Aug 05 1998

Big Cap Dominance…More Striking After July Turmoil

  • Aug 5, 1998

The second half of 1998 got off with a thud for most managers. It is becoming increasingly evident that we are in a two tiered market—the only positive relative performance is from the largest of the big cap “growth” stocks.

Feb 04 1998

Earnings Momentum From A Market Perspective

  • Feb 4, 1998

Jim Floyd maintains a continuing earnings momentum monitor for a universe of 3000 stocks, breatking the universe down into tiers based on market capitalization.

Jan 07 1998

Big Cap Versus Small Cap: S&P 500 Versus Russell 2000

  • Jan 7, 1998

The following table compares the performance of the Russell 2000 Index since its inception in 1979 with the S&P 500.