Research.LeutholdGroup

While we have an above-market weight in Technology stocks in our Select Industries portfolio, it’s doubtful that NASDAQ bulls have drawn much inspiration from these pages of late. But here’s a simple finding to potentially rectify that.

• Read more

The big jump in Small Caps over the last two weeks has entirely reversed the segment’s summer underperformance and has technicians feverish about another “breath thrust.” Technically, it’s impressive, but we are more intrigued by the fundamental potential for continued Small Cap (and Mid Cap) outperformance.

• Read more